401(k) · DOL Form 5500 · 2024
Sterling Investment Advisors, Ltd. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $644,001
- Avg per participant High balance/head
Official DOL plan name: Sterling Investment Advisors, Ltd. 401(k) Savings Plan · Sponsored by Sterling Investment Advisors, Ltd. · Pennsylvania · Finance & Insurance
$6M in assets, 9 participants
Sterling Investment Advisors, Ltd.'s Sterling Investment Advisors, Ltd. 401(k) Savings Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #2,595 in Finance & Insurance (8,549 peers)
Sterling Investment Advisors, Ltd. multi-year trail
Sterling Investment Advisors, Ltd.'s plans moved +50.7% in assets from 2022 to 2024; this filing shows Sterling Investment Advisors, Ltd. 401(k) Savings Plan at $6M / 9 participants.
- #2,595
- in Finance & Insurance (8,549 peers)
- +21.4%
- assets growth YoY
Sterling Investment Advisors, Ltd. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Sterling Investment Advisors, Ltd. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,796,012 45th percentile higher than 45% 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 Investment Advisors, Ltd. 401(k) Savings Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Investment Advisors, Ltd. 401(k) Savings Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sterling Investment Advisors, Ltd. 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Sterling Investment Advisors, Ltd. 401(k) Savings Plan reported net income rose from $928K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 233034280 · Sterling Investment Advisors, Ltd. PY 2024 · 401(k)
Sterling Investment Advisors, Ltd. 401(k) Savings Plan · $6M · 9 · 45th
- PHOTO $6M
- IND 9
- EOY 45th
- 5500 401(k)
- ASSETS near Onplan Consulting 401(k) Plan
- PCT ind #2595
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 Pennsylvania →
Sterling Investment Advisors, Ltd. 401(k) Savings Plan in the asset neighbourhood
Sterling Investment Advisors, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Sterling Investment Advisors, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 50.70414258724883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $4M |
| 2023 | 1 | 9 | $5M |
| 2024 | 1 | 9 | $6M |
Sterling Investment Advisors, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 233034280 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
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 Investment Advisors, Ltd. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Onplan Consulting 401(k) Plan in WA ($6M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.