401(k) · DOL Form 5500 · 2024

Sterling Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
30th
Percentile by assets National rank
$183,372
Avg per participant Above avg balance/head
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Official DOL plan name: Sterling 401(k) Profit Sharing Plan · Sponsored by Sterling Investment Management, LLC · Arizona · Finance & Insurance

$2M in assets, 11 participants

Sterling Investment Management, LLC's Sterling 401(k) Profit Sharing Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,591 in Finance & Insurance (8,549 peers)

Sterling Investment Management, LLC multi-year trail

Sterling Investment Management, LLC's plans moved +32.2% in assets from 2022 to 2024; this filing shows Sterling 401(k) Profit Sharing Plan at $2M / 11 participants.

#1,591
in Finance & Insurance (8,549 peers)
+21.1%
assets growth YoY

Sterling 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sterling 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,017,089 30th percentile higher than 30% 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 401(k) Profit Sharing 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 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860802628 · Sterling Investment Management, LLC PY 2024 · 401(k)

Sterling 401(k) Profit Sharing Plan · $2M · 11 · 30th

  • EOY $2M
  • EOY 11
  • EOY 30th
  • EOY 401(k)
  • EOY near Placester, Inc. 401(k) Plan
  • EOY ind #1591

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 Finance & Insurance retirement plans → · Plans in Arizona →

Sterling 401(k) Profit Sharing Plan in the asset neighbourhood

Sterling 401(k) Profit Sharing PlanSterling 401(k) Profit Shari…$2MPlacester, Inc. 401(k) Plan$2MTna Palms, Inc. 401(k) Plan$2MJames L Vourvoulias & Associates 401(k) Plan U/a 2/16/1996James L Vourvoulias & Associ…$2MReynold's Iron Works, Inc. 401(k) Profit Sharing PlanReynold's Iron Works, Inc. 4…$2M
End-of-year total assets ($M) among Sterling 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sterling Investment Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.219145038067865% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.53M $2.02M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 12 $2M
2023 1 11 $2M
2024 1 11 $2M

Sterling Investment Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$280K
Employer EIN860802628
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sterling 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sterling 401(k) Profit Sharing Plan, Total assets ($B): 0.002017089 · Participants: 11Sterling 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Sterling 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sterling 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Placester, Inc. 401(k) Plan in MA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 401(k) Profit Sharing Plan assets move in 2024? ▼
Sterling 401(k) Profit Sharing Plan grew sharply - up 21.1% during 2024, from $2M to $2M. Reported net income was $280K.
How have Sterling Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Investment Management, LLC's sponsor-wide assets grew 32.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Sterling 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Placester, Inc. 401(k) Plan in MA ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Sterling 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 860802628.

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.