401(k) · DOL Form 5500 · 2022

S. Strock & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
54th
Percentile by assets National rank
$290,416
Avg per participant High balance/head
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Official DOL plan name: S. Strock & Co., Inc. Profit Sharing 401(k) Plan · Sponsored by S. Strock & Co., Inc. · Massachusetts · Wholesale Trade

$6M in assets, 20 participants

S. Strock & Co., Inc.'s S. Strock & Co., Inc. Profit Sharing 401(k) Plan reported $6M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,877 in Wholesale Trade (6,843 peers)

S. Strock & Co., Inc. multi-year trail

S. Strock & Co., Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows S. Strock & Co., Inc. Profit Sharing 401(k) Plan at $6M / 20 participants.

#2,877
in Wholesale Trade (6,843 peers)
-17.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S. Strock & Co., Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

S. Strock & Co., Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,808,315 Top 46% higher than 54% of 139,123 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 2022

S. Strock & Co., Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. Strock & Co., Inc. Profit Sharing 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 041877860 · S. Strock & Co., Inc. PY 2022 · 401(k)

S. Strock & Co., Inc. Profit Sharing 401(k) Plan · $6M · 20 · 54th

  • PHOTO $6M
  • PHOTO 20
  • PHOTO 54th
  • PHOTO 401(k)
  • PHOTO near Firefly Children and Family Alliance 401(k) Plan
  • PHOTO ind #2877

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

S. Strock & Co., Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

S. Strock & Co., Inc. Profit Sharing 401(k) PlanS. Strock & Co., Inc. Profit…$6MFirefly Children and Family Alliance 401(k) PlanFirefly Children and Family …$6MCrestek Deferred Savings Plan Fka Crest/ Uthe Deferred Savings PlanCrestek Deferred Savings Pla…$6MHughes & Pizzuto, Apc 401(k) Profit Sharing PlanHughes & Pizzuto, Apc 401(k)…$6MMcginnis Wood Products, Inc. 401(k) PlanMcginnis Wood Products, Inc.…$6M
End-of-year total assets ($M) among S. Strock & Co., Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

S. Strock & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S. Strock & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.44026279566449% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.81M $8.22M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 20 $7M
2024 1 22 $8M

S. Strock & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN041877860
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

S. Strock & Co., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants S. Strock & Co., Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.005808315 · Participants: 20S. Strock & Co., Inc. Profit Sharing 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
S. Strock & Co., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare S. Strock & Co., Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

S. Strock & Co., Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Firefly Children and Family Alliance 401(k) Plan in IN ($6M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S. Strock & Co., Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
S. Strock & Co., Inc. Profit Sharing 401(k) Plan declined sharply - down 17.0% during 2022, from $7M to $6M. Reported net income was -$1M.
How have S. Strock & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Strock & Co., Inc.'s sponsor-wide assets grew 41.4%, from $6M to $8M.
Which 401(k) plans are similar in size to S. Strock & Co., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firefly Children and Family Alliance 401(k) Plan in IN ($6M, 331 participants).
Which 401(k) plans cover a similar participant headcount to S. Strock & Co., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041877860.

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.