401(k) · DOL Form 5500 · 2022

Strategy 13 Enterprise Incorporated 401(k) Plan

Data updated 2026-08-25

$697K
Total assets Small plan by assets
14
Participants Small participant base
21st
Percentile by assets National rank
$49,769
Avg per participant Low balance/head
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Official DOL plan name: Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan · Sponsored by Strategy 13 Enterprise Incorporated · California · Healthcare & Social Assistance

$697K in assets, 14 participants

Strategy 13 Enterprise Incorporated's Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan reported $697K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,560 in Healthcare & Social Assistance (20,060 peers)

Strategy 13 Enterprise Incorporated multi-year trail

Strategy 13 Enterprise Incorporated's plans moved -67.5% in assets from 2022 to 2024; this filing shows Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan at $697K / 14 participants.

#3,560
in Healthcare & Social Assistance (20,060 peers)
+78.0%
assets growth YoY

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$696,764 21st percentile higher than 21% 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

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing 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. Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 455086840 · Strategy 13 Enterprise Incorporated PY 2022 · 401(k)

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan · $697K · 14 · 21st

  • BOY $697K
  • BOY 14
  • BOY 21st
  • BOY 401(k)
  • BOY near Eric S Moon Ltd 401(k) Plan
  • BOY ind #3560

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing PlanStrategy 13 Enterprise Incor…$697KEric S Moon Ltd 401(k) Plan$697KDubarlo, Inc. 401(k) Plan$697KGrand Strand Spirits, Inc. 401(k) PlanGrand Strand Spirits, Inc. 4…$697KGlobal Exchange Connection LLC 401(k) Profit Sharing Plan & TrustGlobal Exchange Connection L…$697K
End-of-year total assets ($M) among Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Strategy 13 Enterprise Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Strategy 13 Enterprise Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$227K 67.47765383975062% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.7M $0.23M ▼ -67.1%
Year Plans Participants Total Assets
2022 1 14 $697K
2023 1 15 $299K
2024 1 10 $227K

Strategy 13 Enterprise Incorporated filing trail (2022)

Total Assets (Beginning of Year)$391K
Net Assets (End of Year)$697K
Net Income$305K
Employer EIN455086840
Plan Effective Date2012-04-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.000696764 · Participants: 14Strategy 13 Enterprise Incorporated 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eric S Moon Ltd 401(k) Plan in WI ($697K); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($697K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan assets move in 2022? ▼
Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan surged - up 78.0% during 2022, from $391K to $697K. Reported net income was $305K.
How have Strategy 13 Enterprise Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategy 13 Enterprise Incorporated's sponsor-wide assets declined 67.5%, from $697K to $227K.
Where does Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan ranks in the 21st 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 Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eric S Moon Ltd 401(k) Plan in WI ($697K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Strategy 13 Enterprise Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 455086840.

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.