Profit Sharing · DOL Form 5500 · 2022
Strand Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 488
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $281,929
- Avg per participant High balance/head
Official DOL plan name: Strand Associates, Inc. Employees Profit Sharing Trust · Sponsored by Strand Associates, Inc. · Wisconsin · Professional & Technical Services
$138M in assets, 488 participants
Strand Associates, Inc.'s Strand Associates, Inc. Employees Profit Sharing Trust reported $138M in total assets and 488 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #20,565 in Professional & Technical Services (21,562 peers)
Where Strand Associates, Inc. Employees Profit Sharing Trust sits by assets
Strand Associates, Inc. Employees Profit Sharing Trust sits in the top 10% of all filed plans by assets, $138M for 488 participants (~$281,929/participant), down 15.7% in 2022.
- #20,565
- in Professional & Technical Services (21,562 peers)
- -15.7%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Strand Associates, Inc. Employees Profit Sharing Trust's outsized position by total assets
Strand Associates, Inc. Employees Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$137,581,346 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Strand Associates, Inc. Employees Profit Sharing Trust 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. Strand Associates, Inc. Employees Profit Sharing Trust sits mid-pack in the medium band (488 participants).
DOL schedule card
Filing strip 391020418 · Strand Associates, Inc. PY 2022 · Profit Sharing
Strand Associates, Inc. Employees Profit Sharing Trust · $138M · 488 · 94th
- BOOK $138M
- BOOK 488
- BOOK 94th
- BOOK Profit Sharing
- BOOK near Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund
- BOOK ind #20565
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 Wisconsin →
Strand Associates, Inc. Employees Profit Sharing Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$26M |
| Employer EIN | 391020418 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Strand Associates, Inc.)
Sponsor-wide plan assets over time
All Strand Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190M 38.36003973968971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 488 | $138M |
| 2023 | 1 | 485 | $171M |
| 2024 | 1 | 505 | $190M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Strand Associates, Inc. Employees Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in NJ ($137M); by covered participants it is Ncaa Qualified Savings Plan in IN (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund (NJ) $137M · 408
- Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund (IL) $137M · 798
- Dtts Profit Sharing Plan (NY) $137M · 111
- West Virginia Laborers Profit Sharing Plan (WV) $137M · 5,881
Similar participant headcount
Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.
- Ncaa Qualified Savings Plan (IN) 487 · 1 off
- L.a. Family Housing Retirement Plan (CA) 487 · 1 off
- Fpi Retirement Plan (NY) 487 · 1 off
- Dunwoody Village 403(b)Plan (PA) 487 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.