401(k) · DOL Form 5500 · 2022

Stratford Homes Limited Partnership 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
119
Participants Small participant base
55th
Percentile by assets National rank
$53,354
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stratford Homes 401(k) Plan · Sponsored by Stratford Homes Limited Partnership · Wisconsin · Construction

$6M in assets, 119 participants

Stratford Homes Limited Partnership's Stratford Homes 401(k) Plan reported $6M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,475 in Construction (9,927 peers)

Coverage in Wisconsin

Stratford Homes 401(k) Plan covers 119 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#5,475
in Construction (9,927 peers)
-17.9%
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.

Stratford Homes 401(k) Plan's mid-pack asset rank among Construction and all filers

Stratford Homes 401(k) Plan vs every filed plan by assets

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

$6,349,104 Top 45% higher than 55% 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

Stratford Homes 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stratford Homes 401(k) Plan sits mid-pack in the medium band (119 participants).

Published 5500 schedule card

Filing strip 391649158 · Stratford Homes Limited Partnership PY 2022 · 401(k)

Stratford Homes 401(k) Plan · $6M · 119 · 55th

  • BOY $6M
  • SCH 119
  • EBSA 55th
  • PART 401(k)
  • TYPE near Community Labor Administrative Services, Inc. 401(k) Profit Sharing Plan
  • NET ind #5475

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 Construction retirement plans → · Plans in Wisconsin →

Stratford Homes 401(k) Plan in the asset neighbourhood

Stratford Homes 401(k) Plan$6MCommunity Labor Administrative Services, Inc. 401(k) Profit Sharing PlanCommunity Labor Administrati…$6MCentral Mills, Inc.(Dba Freeze) 401(k) Profit Sharing PlanCentral Mills, Inc.(Dba Free…$6MOptimal Computer Aided Engineering, Inc. Retirement Savings PlanOptimal Computer Aided Engin…$6MGiant Rv 401(k) Plan$6M
End-of-year total assets ($M) among Stratford Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN391649158
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stratford Homes Limited Partnership)

Sponsor-wide plan assets over time

All Stratford Homes Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.24881180084623% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.35M $7.44M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 119 $6M
2023 1 120 $7M
2024 1 131 $7M

Nearby 401(k) Plans in Wisconsin

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

Stratford Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Stratford Homes 401(k) Plan, Total assets ($B): 0.006349104 · Participants: 119Stratford Homes 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Stratford Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Stratford Homes 401(k) Plan side-by-side with 3 peers →

Stratford Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Community Labor Administrative Services, Inc. 401(k) Profit Sharing Plan in NY ($6M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Stratford Homes 401(k) Plan assets move in 2022? ▼
Stratford Homes 401(k) Plan declined sharply - down 17.9% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Stratford Homes Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Homes Limited Partnership's sponsor-wide assets grew 17.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Stratford Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Labor Administrative Services, Inc. 401(k) Profit Sharing Plan in NY ($6M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Stratford Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 participants, N/A 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 391649158.

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.