Profit Sharing · DOL Form 5500 · 2022
Strategic Alpha Inc. Profit Sharing Plan
Data updated 2026-08-11
- $58M
- Total assets
- 108
- Participants
- 89th
- Percentile by assets
- $534,886
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $58M
- total plan assets (2022 EOY)
- 108
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $534,886
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Strategic Alpha Inc. 401(k) Retirement Plan reports 108 participants - about 14% of that state average ($58M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$9M |
| Employer EIN | 833111090 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Strategic Alpha Inc.)
| 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
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $889M · 4,858
- Carpenter Co. Profit-Sharing Plan $263M · 2,096
- American Institutes for Research Tax Deferred Annuity Plan $225M · 1,097
- Analytic Services Inc. Defined Contribution Retirement Plan $178M · 343
- Smart National Supplemental Savings Plan $118M · 8,759
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Strategic Alpha Inc. 401(k) Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Strategic Alpha Inc. 401(k) Retirement Plan's numbers.
- By total assets, Strategic Alpha Inc. 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Strategic Alpha Inc.'s sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Finance & Insurance plans