401(k) · DOL Form 5500 · 2024
Sturgis Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $64,446
- Avg per participant Low balance/head
Official DOL plan name: Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust · Sponsored by Sturgis Bank & Trust Company · Michigan · Finance & Insurance
$14M in assets, 212 participants
Sturgis Bank & Trust Company's Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,961 in Finance & Insurance (8,549 peers)
Coverage in Michigan
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust covers 212 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $14M.
- #3,961
- in Finance & Insurance (8,549 peers)
- +9.4%
- assets growth YoY
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,662,449 Top 38% higher than 62% 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
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust 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. Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust reported participants rose from 195 in the plan year 2023 filing to 212 in the plan year 2024 filing.
- Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381080012 · Sturgis Bank & Trust Company PY 2024 · 401(k)
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust · $14M · 212 · 62nd
- BOOK $14M
- BOOK 212
- BOOK 62nd
- BOOK 401(k)
- BOOK near Transfair USA 401(k) Plan
- BOOK ind #3961
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 Michigan →
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 381080012 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sturgis Bank & Trust Company)
Sponsor-wide plan assets over time
All Sturgis Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 21.73484541421232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $11M |
| 2023 | 1 | 195 | $12M |
| 2024 | 1 | 212 | $14M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Sturgis Bank & Trust Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Transfair USA 401(k) Plan in CA ($14M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Transfair USA 401(k) Plan (CA) $14M · 82
- Games Workshop Retirement Savings Plan (TN) $14M · 389
- Colart Americas Savings and Investment Plan (NJ) $14M · 94
- Sierra Management and Technologies, Inc. 401(k) Plan (MD) $14M · 102
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Touchstone Behavioral Health 401(k) Plan (AZ) 212 · 0 off
- Colonial Savings 401(k) Profit Sharing Plan (TX) 212 · 0 off
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) 212 · 0 off
- Trileaf 401(k) Plan (MO) 212 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.