ESOP · DOL Form 5500 · 2022

Strategic America, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
113
Participants Small participant base
46th
Percentile by assets National rank
$36,137
Avg per participant Low balance/head
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Official DOL plan name: Strategic America, Inc. Employee Stock Ownership Plan · Sponsored by Strategic America, Inc. · Iowa · Professional & Technical Services

$4M in assets, 113 participants

Strategic America, Inc.'s Strategic America, Inc. Employee Stock Ownership Plan reported $4M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,484 in Professional & Technical Services (21,562 peers)

Coverage in Iowa

Strategic America, Inc. Employee Stock Ownership Plan covers 113 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#9,484
in Professional & Technical Services (21,562 peers)
-3.1%
assets change YoY

Strategic America, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Strategic America, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,083,476 46th percentile higher than 46% 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 America, Inc. Employee Stock Ownership 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 America, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 421206760 · Strategic America, Inc. PY 2022 · ESOP

Strategic America, Inc. Employee Stock Ownership Plan · $4M · 113 · 46th

  • EIN $4M
  • EIN 113
  • EIN 46th
  • EIN ESOP
  • EIN near Mmr Research Associates, Inc. Employee Stock Ownership Plan
  • EIN ind #9484

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 What is an ESOP? → · Plans in Iowa →

Strategic America, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mmr Research Associates, Inc. Employee Stock Ownership PlanMmr Research Associates, Inc…$4MStrategic America, Inc. Employee Stock Ownership PlanStrategic America, Inc. Empl…$4MTeton Machine Company Employee Stock Ownership PlanTeton Machine Company Employ…$4MMaine Commercial Tire, Inc. Employee Stock Ownership PlanMaine Commercial Tire, Inc. …$4MNautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$4M
End-of-year total assets ($M) among Strategic America, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$11M
Net Income$109K
Employer EIN421206760
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic America, Inc.)

Sponsor-wide plan assets over time

All Strategic America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.677742072977274% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26.2M $30.6M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 243 $26M
2023 2 243 $26M
2024 2 228 $31M

Nearby ESOP Plans in Iowa

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

Strategic America, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Strategic America, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.083476 · Participants: 113Strategic America, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Strategic America, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Strategic America, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Strategic America, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Mmr Research Associates, Inc. Employee Stock Ownership Plan in GA ($4M); by covered participants it is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 America, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Strategic America, Inc. Employee Stock Ownership Plan edged down modestly - down 3.1% during 2022, from $4M to $4M. Reported net income was $109K.
How have Strategic America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic America, Inc.'s sponsor-wide assets grew 16.7%, from $26M to $31M.
Which ESOP plans are similar in size to Strategic America, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mmr Research Associates, Inc. Employee Stock Ownership Plan in GA ($4M, 31 participants).
Which ESOP plans cover a similar participant headcount to Strategic America, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants, $3M 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 421206760.

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.