401(k) · DOL Form 5500 · 2022

Strategic Planning Services 401(k) Plan

Data updated 2026-08-25

$176K
Total assets Small plan by assets
11
Participants Small participant base
10th
Percentile by assets National rank
$15,979
Avg per participant Low balance/head
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Official DOL plan name: Strategic Planning Services 401(k) Profit Sharing Plan & Trust · Sponsored by Strategic Planning Services · Washington · Professional & Technical Services

$176K in assets, 11 participants

Strategic Planning Services's Strategic Planning Services 401(k) Profit Sharing Plan & Trust reported $176K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,740 in Professional & Technical Services (21,562 peers)

Strategic Planning Services multi-year trail

Strategic Planning Services's plans moved +119.1% in assets from 2022 to 2024; this filing shows Strategic Planning Services 401(k) Profit Sharing Plan & Trust at $176K / 11 participants.

#1,740
in Professional & Technical Services (21,562 peers)
+26.4%
assets growth YoY

Strategic Planning Services 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Strategic Planning Services 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$175,764 10th percentile higher than 10% 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

Strategic Planning Services 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Planning Services 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 830626721 · Strategic Planning Services PY 2022 · 401(k)

Strategic Planning Services 401(k) Profit Sharing Plan & Trust · $176K · 11 · 10th

  • BOOK $176K
  • VS-ST 11
  • BOY 10th
  • SCH 401(k)
  • EBSA near Chartwell Group 401(k) Plan & Trust
  • PART ind #1740

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 Professional & Technical Services retirement plans → · Plans in Washington →

Strategic Planning Services 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Strategic Planning Services 401(k) Profit Sharing Plan & TrustStrategic Planning Services …$176KChartwell Group 401(k) Plan & TrustChartwell Group 401(k) Plan …$176KT and B Martial Arts, Inc. 401(k) Profit Sharing PlanT and B Martial Arts, Inc. 4…$176KRestaurant Partners Management Retirement PlanRestaurant Partners Manageme…$176KIntegrative Therapies Retirement PlanIntegrative Therapies Retire…$176K
End-of-year total assets ($M) among Strategic Planning Services 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Strategic Planning Services multi-year asset trail

Sponsor-wide plan assets over time

All Strategic Planning Services plans reported in each filing year

Latest sponsor-wide plan assets
$385K 119.10118112924148% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.18M $0.39M ▲ +116.7%
Year Plans Participants Total Assets
2022 1 11 $176K
2023 1 9 $257K
2024 1 9 $385K

Strategic Planning Services filing trail (2022)

Total Assets (Beginning of Year)$139K
Net Assets (End of Year)$176K
Net Income$37K
Employer EIN830626721
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Strategic Planning Services 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Strategic Planning Services 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000175764 · Participants: 11Strategic Planning Services 401(k) Profit Sharing Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Strategic Planning Services 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Strategic Planning Services 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Strategic Planning Services 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Chartwell Group 401(k) Plan & Trust in PA ($176K); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Strategic Planning Services 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Strategic Planning Services 401(k) Profit Sharing Plan & Trust grew sharply - up 26.4% during 2022, from $139K to $176K. Reported net income was $37K.
How have Strategic Planning Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Planning Services's sponsor-wide assets grew 119.1%, from $176K to $385K.
Where does Strategic Planning Services 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Strategic Planning Services 401(k) Profit Sharing Plan & Trust ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Strategic Planning Services 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chartwell Group 401(k) Plan & Trust in PA ($176K, 4,691 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Planning Services 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 830626721.

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.