401(k) · DOL Form 5500 · 2024

Sterling Ridge Orthopaedics and Sports Medicine 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
127
Participants Small participant base
56th
Percentile by assets National rank
$81,433
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sterling Ridge Orthopaedics 401(k) Plan · Sponsored by Sterling Ridge Orthopaedics and Sports Medicine · Texas · Healthcare & Social Assistance

$10M in assets, 127 participants

Sterling Ridge Orthopaedics and Sports Medicine's Sterling Ridge Orthopaedics 401(k) Plan reported $10M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,466 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Sterling Ridge Orthopaedics 401(k) Plan covers 127 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#10,466
in Healthcare & Social Assistance (16,916 peers)
+24.8%
assets growth YoY

Sterling Ridge Orthopaedics 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sterling Ridge Orthopaedics 401(k) Plan vs every filed plan by assets

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

$10,341,990 Top 44% higher than 56% 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

Sterling Ridge Orthopaedics 401(k) 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. Sterling Ridge Orthopaedics 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling Ridge Orthopaedics 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Sterling Ridge Orthopaedics 401(k) Plan reported participants rose from 111 in the plan year 2023 filing to 127 in the plan year 2024 filing.
  • Sterling Ridge Orthopaedics 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202100365 · Sterling Ridge Orthopaedics and Sports Medicine PY 2024 · 401(k)

Sterling Ridge Orthopaedics 401(k) Plan · $10M · 127 · 56th

  • PHOTO $10M
  • PHOTO 127
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Wearwell, LLC 401(k) Plan
  • PHOTO ind #10466

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Sterling Ridge Orthopaedics 401(k) Plan in the asset neighbourhood

Sterling Ridge Orthopaedics 401(k) PlanSterling Ridge Orthopaedics …$10MWearwell, LLC 401(k) Plan$10MJsw Steel USA Ohio, Inc. 401(k) PlanJsw Steel USA Ohio, Inc. 401…$10MDenver Glass Interiors LLC 401(k) PlanDenver Glass Interiors LLC 4…$10MNex-Tech Wireless, L.L.C. Retirement 401(k) PlanNex-Tech Wireless, L.L.C. Re…$10M
End-of-year total assets ($M) among Sterling Ridge Orthopaedics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN202100365
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Ridge Orthopaedics and Sports Medicine)

Sponsor-wide plan assets over time

All Sterling Ridge Orthopaedics and Sports Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.75118828770256% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.47M $10.3M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 111 $8M
2024 1 127 $10M

Nearby 401(k) Plans in Texas

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

Sterling Ridge Orthopaedics 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sterling Ridge Orthopaedics 401(k) Plan, Total assets ($B): 0.01034199 · Participants: 127Sterling Ridge Orthopaedics 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Sterling Ridge Orthopaedics 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sterling Ridge Orthopaedics 401(k) Plan side-by-side with 3 peers →

Sterling Ridge Orthopaedics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wearwell, LLC 401(k) Plan in TN ($10M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Sterling Ridge Orthopaedics 401(k) Plan assets move in 2024? ▼
Sterling Ridge Orthopaedics 401(k) Plan grew sharply - up 24.8% during 2024, from $8M to $10M. Reported net income was $2M.
How have Sterling Ridge Orthopaedics and Sports Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Ridge Orthopaedics and Sports Medicine's sponsor-wide assets grew 59.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Sterling Ridge Orthopaedics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wearwell, LLC 401(k) Plan in TN ($10M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Ridge Orthopaedics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 202100365.

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.