401(k) · DOL Form 5500 · 2022

Strategic Cs, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,203
Participants Near avg headcount
59th
Percentile by assets National rank
$6,109
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Strategic Financial Solutions 401(k) Plan · Sponsored by Strategic Cs, LLC · New York · Finance & Insurance

$7M in assets, 1,203 participants

Strategic Cs, LLC's Strategic Financial Solutions 401(k) Plan reported $7M in total assets and 1,203 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,889 in Finance & Insurance (9,261 peers)

2022 asset change

Strategic Financial Solutions 401(k) Plan pulled back noticeably 10.5% in 2022 ($8M → $7M) for 1,203 participants.

#3,889
in Finance & Insurance (9,261 peers)
-10.5%
assets change YoY

The plan reported a net loss of $514K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic Financial Solutions 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Strategic Financial Solutions 401(k) Plan vs every filed plan by assets

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

$7,348,745 Top 41% higher than 59% 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 Financial Solutions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Financial Solutions 401(k) Plan lands in the large band (1,203 participants).

DOL schedule card

Filing strip 462683176 · Strategic Cs, LLC PY 2022 · 401(k)

Strategic Financial Solutions 401(k) Plan · $7M · 1,203 · 59th

  • VS-ST $7M
  • VS-ST 1,203
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Turn 14 Distribution, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #3889

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 New York →

Strategic Financial Solutions 401(k) Plan in the asset neighbourhood

Strategic Financial Solutions 401(k) PlanStrategic Financial Solution…$7MTurn 14 Distribution, Inc. 401(k) Profit Sharing PlanTurn 14 Distribution, Inc. 4…$7MGila River Sand and Gravel Corporation 401(k) PlanGila River Sand and Gravel C…$7MCommunity Housing Network, Inc. Retirement Savings PlanCommunity Housing Network, I…$7MTeague Electric Construction, Inc. 401(k) Profit Sharing PlanTeague Electric Construction…$7M
End-of-year total assets ($M) among Strategic Financial Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$514K
Employer EIN462683176
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Strategic Financial Solutions 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Strategic Financial Solutions 401(k) Plan, Total assets ($B): 0.007348745 · Participants: 1203Strategic Financial Solutions 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Strategic Financial Solutions 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Strategic Financial Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Turn 14 Distribution, Inc. 401(k) Profit Sharing Plan in PA ($7M); by covered participants it is American Surgical Assistants 401(k) Plan in TX (1,203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,203 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 Financial Solutions 401(k) Plan assets move in 2022? ▼
Strategic Financial Solutions 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $8M to $7M. Reported net income was -$514K.
Which 401(k) plans are similar in size to Strategic Financial Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Turn 14 Distribution, Inc. 401(k) Profit Sharing Plan in PA ($7M, 385 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Financial Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Surgical Assistants 401(k) Plan in TX (1,203 participants, $12M 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 462683176.

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.