401(k) · DOL Form 5500 · 2024

Sterling Drive Ventures, L.P. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
93
Participants Small participant base
70th
Percentile by assets National rank
$213,961
Avg per participant Above avg balance/head
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Official DOL plan name: Sterling Drive Ventures/Rodon Employees 401(k) Plan · Sponsored by Sterling Drive Ventures, L.P. · Pennsylvania · Wholesale Trade

$20M in assets, 93 participants

Sterling Drive Ventures, L.P.'s Sterling Drive Ventures/Rodon Employees 401(k) Plan reported $20M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,022 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Sterling Drive Ventures/Rodon Employees 401(k) Plan holds $20M for 93 participants - about $213,961 per participant, above the median plan by assets.

#4,022
in Wholesale Trade (6,080 peers)
+5.3%
assets growth YoY

Sterling Drive Ventures/Rodon Employees 401(k) Plan's outsized position by total assets

Sterling Drive Ventures/Rodon Employees 401(k) Plan vs every filed plan by assets

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

$19,898,350 Top 30% higher than 70% 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 Drive Ventures/Rodon Employees 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Drive Ventures/Rodon Employees 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling Drive Ventures/Rodon Employees 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sterling Drive Ventures/Rodon Employees 401(k) Plan reported participants fell from 112 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • Sterling Drive Ventures/Rodon Employees 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232688026 · Sterling Drive Ventures, L.P. PY 2024 · 401(k)

Sterling Drive Ventures/Rodon Employees 401(k) Plan · $20M · 93 · 70th

  • TYPE $20M
  • TYPE 93
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Carley Foundry, Inc. 401(k) Retirement Plan
  • TYPE ind #4022

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Sterling Drive Ventures/Rodon Employees 401(k) Plan in the asset neighbourhood

Sterling Drive Ventures/Rodon Employees 401(k) PlanSterling Drive Ventures/Rodo…$20MCarley Foundry, Inc. 401(k) Retirement PlanCarley Foundry, Inc. 401(k) …$20M401(k) Plan of Cosway Company, Inc.401(k) Plan of Cosway Compan…$20MMark-Taylor Development, Inc. 401(k) PlanMark-Taylor Development, Inc…$20MPliant Therapeutics, Inc 401(k) PlanPliant Therapeutics, Inc 401…$20M
End-of-year total assets ($M) among Sterling Drive Ventures/Rodon Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN232688026
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Drive Ventures, L.P.)

Sponsor-wide plan assets over time

All Sterling Drive Ventures, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 3.500674775351311% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $20.6M $19.9M ▼ -3.5%
Year Plans Participants Total Assets
2022 2 171 $21M
2023 3 199 $23M
2024 1 93 $20M

Nearby 401(k) Plans in Pennsylvania

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

Sterling Drive Ventures/Rodon Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Sterling Drive Ventures/Rodon Employees 401(k) Plan, Total assets ($B): 0.01989835 · Participants: 93Sterling Drive Ventures/Rodon Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Sterling Drive Ventures/Rodon Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Sterling Drive Ventures/Rodon Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Carley Foundry, Inc. 401(k) Retirement Plan in MN ($20M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Drive Ventures/Rodon Employees 401(k) Plan assets move in 2024?
Sterling Drive Ventures/Rodon Employees 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $19M to $20M. Reported net income was $1M.
How have Sterling Drive Ventures, L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sterling Drive Ventures, L.P.'s sponsor-wide assets declined 3.5%, from $21M to $20M.
Which 401(k) plans are similar in size to Sterling Drive Ventures/Rodon Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carley Foundry, Inc. 401(k) Retirement Plan in MN ($20M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Drive Ventures/Rodon Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M in assets).