401(k) · DOL Form 5500 · 2024
Sterling Capital Management LLC 401(k) Plan
Data updated 2026-08-11
- $93M
- Total assets
- 172
- Participants
- 90th
- Percentile by assets
- $539,696
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $93M
- total plan assets (2024 EOY)
- 172
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $539,696
- avg assets per participant
Where Sterling Capital 401(k) Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Sterling Capital 401(k) Savings Plan reports 172 participants - about 21% of that state average ($93M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $4M |
| Employer EIN | 421658828 |
| Plan Effective Date | 2024-07-05 |
| Filing Status | FILING 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
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sterling Capital 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
Where does Sterling Capital 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sterling Capital 401(k) Savings Plan? ▼
Next read for Sterling Capital 401(k) Savings Plan
Filing takeaways
Ways to act on Sterling Capital 401(k) Savings Plan's numbers.
- By total assets, Sterling Capital 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans