401(k) · DOL Form 5500 · 2024

Sturm Financial Group Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
512
Participants Below avg headcount
84th
Percentile by assets National rank
$97,028
Avg per participant Below avg balance/head
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Official DOL plan name: Sturm Financial Group 401(k) Profit Sharing Plan · Sponsored by Sturm Financial Group Inc. · Colorado · Finance & Insurance

$50M in assets, 512 participants

Sturm Financial Group Inc.'s Sturm Financial Group 401(k) Profit Sharing Plan reported $50M in total assets and 512 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,438 in Finance & Insurance (8,549 peers)

Where Sturm Financial Group 401(k) Profit Sharing Plan sits by assets

Sturm Financial Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $50M for 512 participants (~$97,028/participant), up 10.0% in 2024.

#6,438
in Finance & Insurance (8,549 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sturm Financial Group 401(k) Profit Sharing Plan's outsized position by total assets

Sturm Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$49,678,488 Top 16% higher than 84% 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

Sturm Financial Group 401(k) Profit Sharing 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. Sturm Financial Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sturm Financial Group 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sturm Financial Group 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Sturm Financial Group 401(k) Profit Sharing Plan reported participants fell from 518 in the plan year 2023 filing to 512 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841564498 · Sturm Financial Group Inc. PY 2024 · 401(k)

Sturm Financial Group 401(k) Profit Sharing Plan · $50M · 512 · 84th

  • BOOK $50M
  • BOOK 512
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Sb Holdings 401(k) Plan
  • BOOK ind #6438

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 Colorado →

Sturm Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Sturm Financial Group 401(k) Profit Sharing PlanSturm Financial Group 401(k)…$50MSb Holdings 401(k) Plan$50MEmployees Profit Sharing Plan of Gregory & Appel Inc.Employees Profit Sharing Pla…$50MMinnesota Vikings 401(k) Plan$50MAevex Aerospace, LLC 401(k) PlanAevex Aerospace, LLC 401(k) …$50M
End-of-year total assets ($M) among Sturm Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN841564498
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sturm Financial Group Inc.)

Sponsor-wide plan assets over time

All Sturm Financial Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 33.2316293790906% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $49.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 525 $37M
2023 1 518 $45M
2024 1 512 $50M

Nearby 401(k) Plans in Colorado

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

Sturm Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Sturm Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.049678488 · Participants: 512Sturm Financial Group 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Sturm Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sturm Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Sb Holdings 401(k) Plan in WA ($50M); by covered participants it is Therapy Management Services 401(k) Plan in TX (512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Sturm Financial Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Sturm Financial Group 401(k) Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $45M to $50M. Reported net income was $5M.
How have Sturm Financial Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sturm Financial Group Inc.'s sponsor-wide assets grew 33.2%, from $37M to $50M.
Where does Sturm Financial Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sturm Financial Group 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sturm Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sb Holdings 401(k) Plan in WA ($50M, 472 participants).
Which 401(k) plans cover a similar participant headcount to Sturm Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Management Services 401(k) Plan in TX (512 participants, $15M 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 841564498.

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.