401(k) · DOL Form 5500 · 2024

Steren Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
250
Participants Below avg headcount
51st
Percentile by assets National rank
$31,593
Avg per participant Low balance/head
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Official DOL plan name: Steren Companies Profit Sharing Plan · Sponsored by Steren Management Co., Inc. · Wisconsin · Food Services & Accommodation

$8M in assets, 250 participants

Steren Management Co., Inc.'s Steren Companies Profit Sharing Plan reported $8M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,004 in Food Services & Accommodation (3,672 peers)

Coverage in Wisconsin

Steren Companies Profit Sharing Plan covers 250 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,004
in Food Services & Accommodation (3,672 peers)
+10.2%
assets growth YoY

Steren Companies Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Steren Companies Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,898,245 Top 49% higher than 51% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Steren Companies Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steren Companies Profit Sharing Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steren Companies Profit Sharing Plan reported net income rose from $634K in the plan year 2023 filing to $729K in the plan year 2024 filing.
  • Steren Companies Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Steren Companies Profit Sharing Plan reported participants fell from 269 in the plan year 2023 filing to 250 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391097713 · Steren Management Co., Inc. PY 2024 · 401(k)

Steren Companies Profit Sharing Plan · $8M · 250 · 51st

  • IND $8M
  • IND 250
  • IND 51st
  • IND 401(k)
  • IND near Peterbilt of Wyoming 401(k) Plan
  • IND ind #3004

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Steren Companies Profit Sharing Plan in the asset neighbourhood

Steren Companies Profit Sharing PlanSteren Companies Profit Shar…$8MPeterbilt of Wyoming 401(k) PlanPeterbilt of Wyoming 401(k) …$8MGolden Automotive Group LLC 401(k) Profit Sharing PlanGolden Automotive Group LLC …$8MTwo Sigma Insurance Quantified, LP (Dba Insurance Quantified) 401(k) PlanTwo Sigma Insurance Quantifi…$8MAnne Arundel County Mental Health Agency, Inc. 403(b) Thrift PlanAnne Arundel County Mental H…$8M
End-of-year total assets ($M) among Steren Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$729K
Employer EIN391097713
Plan Effective Date1974-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Steren Management Co., Inc.)

Sponsor-wide plan assets over time

All Steren Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.864612725709346% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.53M $7.9M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 265 $7M
2023 1 269 $7M
2024 1 250 $8M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Steren Companies Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Steren Companies Profit Sharing Plan, Total assets ($B): 0.007898245 · Participants: 250Steren Companies Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Steren Companies Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Steren Companies Profit Sharing Plan side-by-side with 3 peers →

Steren Companies Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Peterbilt of Wyoming 401(k) Plan in WY ($8M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steren Companies Profit Sharing Plan assets move in 2024? ▼
Steren Companies Profit Sharing Plan grew at a solid clip - up 10.2% during 2024, from $7M to $8M. Reported net income was $729K.
How have Steren Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steren Management Co., Inc.'s sponsor-wide assets grew 20.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Steren Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peterbilt of Wyoming 401(k) Plan in WY ($8M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Steren Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391097713.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.