401(k) · DOL Form 5500 · 2022
Stratton Equity Cooperative Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $49,341
- Avg per participant Low balance/head
Official DOL plan name: Ubg 401(k) - Stratton · Sponsored by Stratton Equity Cooperative Company · Colorado · Wholesale Trade
$5M in assets, 100 participants
Stratton Equity Cooperative Company's Ubg 401(k) - Stratton reported $5M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #2,614 in Wholesale Trade (6,843 peers)
Coverage in Colorado
Ubg 401(k) - Stratton covers 100 participants in Colorado, about 27% of the average Colorado filer (state average ~376 per filing). Assets: $5M.
- #2,614
- in Wholesale Trade (6,843 peers)
- -23.3%
- 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.
Ubg 401(k) - Stratton's mid-pack asset rank among Wholesale Trade and all filers
Ubg 401(k) - Stratton vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,934,142 Top 50% higher than 50% 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
Ubg 401(k) - Stratton among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubg 401(k) - Stratton is a small filing (100 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 840330380 · Stratton Equity Cooperative Company PY 2022 · 401(k)
Ubg 401(k) - Stratton · $5M · 100 · 50th
- EIN $5M
- RANK 100
- PHOTO 50th
- IND 401(k)
- EOY near Pacific Ag Management , Inc. 401(k) Profit Sharing Plan
- 5500 ind #2614
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 Wholesale Trade retirement plans → · Plans in Colorado →
Ubg 401(k) - Stratton in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 840330380 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Ubg 401(k) - Stratton's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Pacific Ag Management , Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.