401(k) · DOL Form 5500 · 2022

Compass Strategy Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
146
Participants Small participant base
30th
Percentile by assets National rank
$10,246
Avg per participant Low balance/head
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Official DOL plan name: Compass Strategy Solutions 401(k) Plan · Sponsored by Compass Strategy Solutions, LLC · Virginia · Professional & Technical Services

$1M in assets, 146 participants

Compass Strategy Solutions, LLC's Compass Strategy Solutions 401(k) Plan reported $1M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,623 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Compass Strategy Solutions 401(k) Plan covers 146 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $1M.

#5,623
in Professional & Technical Services (21,562 peers)
+6.5%
assets growth YoY

Compass Strategy Solutions 401(k) Plan among the smaller filed plans by assets

Compass Strategy Solutions 401(k) Plan vs every filed plan by assets

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

$1,495,909 30th percentile higher than 30% 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

Compass Strategy Solutions 401(k) 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. Compass Strategy Solutions 401(k) Plan sits mid-pack in the medium band (146 participants).

Form 5500 schedule snapshot

Filing strip 812279658 · Compass Strategy Solutions, LLC PY 2022 · 401(k)

Compass Strategy Solutions 401(k) Plan · $1M · 146 · 30th

  • BOY $1M
  • BOY 146
  • BOY 30th
  • BOY 401(k)
  • BOY near 401(k) Employee Retirement Plan
  • BOY ind #5623

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 Virginia →

Compass Strategy Solutions 401(k) Plan in the asset neighbourhood

Compass Strategy Solutions 401(k) PlanCompass Strategy Solutions 4…$1M401(k) Employee Retirement Plan401(k) Employee Retirement P…$1MCeltic Angels, Inc. 401(k) Profit Sharing PlanCeltic Angels, Inc. 401(k) P…$1MZola a. Makrauer, Dmd, P.C. 401(k) Profit Sharing PlanZola a. Makrauer, Dmd, P.C. …$1MStrat Property Management Retirement Savings PlanStrat Property Management Re…$1M
End-of-year total assets ($M) among Compass Strategy Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$91K
Employer EIN812279658
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Strategy Solutions, LLC)

Sponsor-wide plan assets over time

All Compass Strategy Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 101.07680346866019% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.5M $3.01M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 146 $1M
2023 1 147 $2M
2024 1 130 $3M

Nearby 401(k) Plans in Virginia

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

Compass Strategy Solutions 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Compass Strategy Solutions 401(k) Plan, Total assets ($B): 0.001495909 · Participants: 146Compass Strategy Solutions 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Compass Strategy Solutions 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Compass Strategy Solutions 401(k) Plan side-by-side with 3 peers →

Compass Strategy Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is 401(k) Employee Retirement Plan in MS ($1M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Compass Strategy Solutions 401(k) Plan assets move in 2022? ▼
Compass Strategy Solutions 401(k) Plan grew at a solid clip - up 6.5% during 2022, from $1M to $1M. Reported net income was $91K.
How have Compass Strategy Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Strategy Solutions, LLC's sponsor-wide assets grew 101.1%, from $1M to $3M.
Which 401(k) plans are similar in size to Compass Strategy Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Employee Retirement Plan in MS ($1M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Compass Strategy Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 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 812279658.

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.