Profit Sharing · DOL Form 5500 · 2022

Strategic Alpha Inc. Profit Sharing Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
108
Participants Small participant base
89th
Percentile by assets National rank
$534,886
Avg per participant High balance/head
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Official DOL plan name: Strategic Alpha Inc. 401(k) Retirement Plan · Sponsored by Strategic Alpha Inc. · Virginia · Finance & Insurance

$58M in assets, 108 participants

Strategic Alpha Inc.'s Strategic Alpha Inc. 401(k) Retirement Plan reported $58M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,646 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Strategic Alpha Inc. 401(k) Retirement Plan covers 108 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $58M.

#7,646
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic Alpha Inc. 401(k) Retirement Plan's outsized position by total assets

Strategic Alpha Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$57,767,663 Top 11% higher than 89% 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 Alpha Inc. 401(k) Retirement 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. Strategic Alpha Inc. 401(k) Retirement Plan sits mid-pack in the medium band (108 participants).

Published 5500 schedule card

Filing strip 833111090 · Strategic Alpha Inc. PY 2022 · Profit Sharing

Strategic Alpha Inc. 401(k) Retirement Plan · $58M · 108 · 89th

  • EOY $58M
  • 5500 108
  • ASSETS 89th
  • PCT Profit Sharing
  • EIN near Mapfre Praico Retirement and Savings Plan
  • RANK ind #7646

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 Finance & Insurance retirement plans → · Plans in Virginia →

Strategic Alpha Inc. 401(k) Retirement Plan in the asset neighbourhood

Strategic Alpha Inc. 401(k) Retirement PlanStrategic Alpha Inc. 401(k) …$58MMapfre Praico Retirement and Savings PlanMapfre Praico Retirement and…$58MTeamsters Local 25 Investment PlanTeamsters Local 25 Investmen…$57MOhio Valley Plumbers and Pipefitters Security PlanOhio Valley Plumbers and Pip…$57MChicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramChicago and North Western Ra…$57M
End-of-year total assets ($M) among Strategic Alpha Inc. 401(k) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$58M
Net Income-$9M
Employer EIN833111090
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Alpha Inc.)

Sponsor-wide plan assets over time

All Strategic Alpha Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 14.83224966189129% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.8M $66.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 108 $58M
2023 1 105 $68M
2024 1 101 $66M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Strategic Alpha Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 02004006008001000 Total assets ($M) Participants Strategic Alpha Inc. 401(k) Retirement Plan, Total assets ($M): 57.767663 · Participants: 108Strategic Alpha Inc. 401(k) Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Strategic Alpha Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Strategic Alpha Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Strategic Alpha Inc. 401(k) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Mapfre Praico Retirement and Savings Plan in PR ($58M); by covered participants it is Nasonville Dairy, Inc. Employees Profit Sharing Plan in WI (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Alpha Inc. 401(k) Retirement Plan assets move in 2022? ▼
Strategic Alpha Inc. 401(k) Retirement Plan pulled back noticeably - down 12.9% during 2022, from $66M to $58M. Reported net income was -$9M.
How have Strategic Alpha Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Alpha Inc.'s sponsor-wide assets grew 14.8%, from $58M to $66M.
Where does Strategic Alpha Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Strategic Alpha Inc. 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mapfre Praico Retirement and Savings Plan in PR ($58M, 538 participants).
Which Profit Sharing plans cover a similar participant headcount to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nasonville Dairy, Inc. Employees Profit Sharing Plan in WI (108 participants, $5M 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 833111090.

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.