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
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
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.
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
Filing particulars (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $1M |
| Employer EIN | 232688026 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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).
- Carley Foundry, Inc. 401(k) Retirement Plan (MN) $20M · 193
- 401(k) Plan of Cosway Company, Inc. (CA) $20M · 168
- Mark-Taylor Development, Inc. 401(k) Plan (AZ) $20M · 643
- Pliant Therapeutics, Inc 401(k) Plan (CA) $20M · 158
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.