401(k) · DOL Form 5500 · 2022

Collaborative Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
57th
Percentile by assets National rank
$536,094
Avg per participant High balance/head
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Official DOL plan name: Collaborative Strategies 401(k) Plan · Sponsored by Collaborative Strategies, Inc. · Missouri · Professional & Technical Services

$7M in assets, 13 participants

Collaborative Strategies, Inc.'s Collaborative Strategies 401(k) Plan reported $7M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,993 in Professional & Technical Services (21,562 peers)

Collaborative Strategies, Inc. multi-year trail

Collaborative Strategies, Inc.'s plans moved +33.6% in assets from 2022 to 2024; this filing shows Collaborative Strategies 401(k) Plan at $7M / 13 participants.

#11,993
in Professional & Technical Services (21,562 peers)
-12.6%
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.

Collaborative Strategies 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Collaborative Strategies 401(k) Plan vs every filed plan by assets

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

$6,969,227 Top 43% higher than 57% 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

Collaborative Strategies 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. Collaborative Strategies 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030496289 · Collaborative Strategies, Inc. PY 2022 · 401(k)

Collaborative Strategies 401(k) Plan · $7M · 13 · 57th

  • SCH $7M
  • SCH 13
  • SCH 57th
  • SCH 401(k)
  • SCH near New Venture Partners LLC 401(k) Profit-Sharing Plan
  • SCH ind #11993

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 Missouri →

Collaborative Strategies 401(k) Plan in the asset neighbourhood

Collaborative Strategies 401(k) PlanCollaborative Strategies 401…$7MNew Venture Partners LLC 401(k) Profit-Sharing PlanNew Venture Partners LLC 401…$7MCo-Operative Feed Dealers, Inc. Employee Savings and Protection PlanCo-Operative Feed Dealers, I…$7MSba Defined Contribution Plan for Capital Center, LLCSba Defined Contribution Pla…$7MClearvision Optical Company, Inc. 401(k) Profit Sharing PlanClearvision Optical Company,…$7M
End-of-year total assets ($M) among Collaborative Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Collaborative Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Collaborative Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.64683055954412% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.97M $9.31M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 13 $7M
2023 1 14 $9M
2024 1 14 $9M

Collaborative Strategies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN030496289
Plan Effective Date2003-04-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Collaborative Strategies 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Collaborative Strategies 401(k) Plan, Total assets ($B): 0.006969227 · Participants: 13Collaborative Strategies 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Collaborative Strategies 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Collaborative Strategies 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is New Venture Partners LLC 401(k) Profit-Sharing Plan in NJ ($7M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Collaborative Strategies 401(k) Plan assets move in 2022? ▼
Collaborative Strategies 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Collaborative Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collaborative Strategies, Inc.'s sponsor-wide assets grew 33.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Collaborative Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Venture Partners LLC 401(k) Profit-Sharing Plan in NJ ($7M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Collaborative Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 030496289.

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.