401(k) · DOL Form 5500 · 2024

Sterling Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
172
Participants Small participant base
90th
Percentile by assets National rank
$539,696
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Sterling Capital 401(k) Savings Plan · Sponsored by Sterling Capital Management LLC · North Carolina · Finance & Insurance

$93M in assets, 172 participants

Sterling Capital Management LLC's Sterling Capital 401(k) Savings Plan reported $93M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,206 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Sterling Capital 401(k) Savings Plan covers 172 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $93M.

#7,206
in Finance & Insurance (8,549 peers)
$4M
reported net income
0.9×
vs typical plan assets (national mean)

Sterling Capital 401(k) Savings Plan's outsized position by total assets

Sterling Capital 401(k) Savings Plan vs every filed plan by assets

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

$92,827,745 Top 10% higher than 90% 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 Capital 401(k) Savings 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. Sterling Capital 401(k) Savings Plan sits mid-pack in the medium band (172 participants).

Published 5500 schedule card

Filing strip 421658828 · Sterling Capital Management LLC PY 2024 · 401(k)

Sterling Capital 401(k) Savings Plan · $93M · 172 · 90th

  • BOOK $93M
  • VS-ST 172
  • BOY 90th
  • SCH 401(k)
  • EBSA near Orthosouth 401(k) Profit Sharing Plan
  • PART ind #7206

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 North Carolina →

Sterling Capital 401(k) Savings Plan in the asset neighbourhood

Sterling Capital 401(k) Savings PlanSterling Capital 401(k) Savi…$93MOrthosouth 401(k) Profit Sharing PlanOrthosouth 401(k) Profit Sha…$93MR.E. Michel Company, LLC 401(k) Profit Sharing and Savings PlanR.E. Michel Company, LLC 401…$93MKik Custom Products 401(k) Retirement Savings PlanKik Custom Products 401(k) R…$93MMorrison Mahoney LLP Profit Sharing - 401(k) PlanMorrison Mahoney LLP Profit …$93M
End-of-year total assets ($M) among Sterling Capital 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$93M
Net Income$4M
Employer EIN421658828
Plan Effective Date2024-07-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Sterling Capital 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Sterling Capital 401(k) Savings Plan, Total assets ($B): 0.092827745 · Participants: 172Sterling Capital 401(k) Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sterling Capital 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sterling Capital 401(k) Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Orthosouth 401(k) Profit Sharing Plan in TN ($93M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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

Where does Sterling Capital 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Sterling Capital 401(k) Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sterling Capital 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthosouth 401(k) Profit Sharing Plan in TN ($93M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Capital 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 421658828.

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.