401(k) · DOL Form 5500 · 2022

Strategic America 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
130
Participants Small participant base
79th
Percentile by assets National rank
$170,213
Avg per participant Above avg balance/head
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Official DOL plan name: STRATEGICAMERICAINC401KPROFITSHARINGPLAN · Sponsored by Strategic America · Iowa · Professional & Technical Services

$22M in assets, 130 participants

Strategic America's STRATEGICAMERICAINC401KPROFITSHARINGPLAN reported $22M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,050 in Professional & Technical Services (21,562 peers)

Coverage in Iowa

STRATEGICAMERICAINC401KPROFITSHARINGPLAN covers 130 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $22M.

#17,050
in Professional & Technical Services (21,562 peers)
-11.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

STRATEGICAMERICAINC401KPROFITSHARINGPLAN's outsized position by total assets

STRATEGICAMERICAINC401KPROFITSHARINGPLAN vs every filed plan by assets

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

$22,127,752 Top 21% higher than 79% 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

STRATEGICAMERICAINC401KPROFITSHARINGPLAN 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. STRATEGICAMERICAINC401KPROFITSHARINGPLAN sits mid-pack in the medium band (130 participants).

Plan-year Form 5500 strip

Filing strip 421206760 · Strategic America PY 2022 · 401(k)

STRATEGICAMERICAINC401KPROFITSHARINGPLAN · $22M · 130 · 79th

  • ASSETS $22M
  • ASSETS 130
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Perceptyx, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #17050

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 Iowa →

STRATEGICAMERICAINC401KPROFITSHARINGPLAN in the asset neighbourhood

STRATEGICAMERICAINC401KPROFITSHARINGPLANSTRATEGICAMERICAINC401KPROFI…$22MPerceptyx, Inc. 401(k) Profit Sharing PlanPerceptyx, Inc. 401(k) Profi…$22MWestdale Asset Management, Ltd 401(k) PlanWestdale Asset Management, L…$22MAd Hoc LLC 401(k) Plan$22MAtlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement PlanAtlantic Orthopaedic Special…$22M
End-of-year total assets ($M) among STRATEGICAMERICAINC401KPROFITSHARINGPLAN and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN421206760
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic America)

Sponsor-wide plan assets over time

All Strategic America 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 401(k) Plans in Iowa

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

STRATEGICAMERICAINC401KPROFITSHARINGPLAN vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants STRATEGICAMERICAINC401KPROFITSHARINGPLAN, Total assets ($B): 0.022127752 · Participants: 130STRATEGICAMERICAINC401KPROFITSHARINGPLANThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
STRATEGICAMERICAINC401KPROFITSHARINGPLAN vs. nearby 401(k) plans in Iowa, assets vs. participants

STRATEGICAMERICAINC401KPROFITSHARINGPLAN's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Perceptyx, Inc. 401(k) Profit Sharing Plan in CA ($22M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 STRATEGICAMERICAINC401KPROFITSHARINGPLAN assets move in 2022?
STRATEGICAMERICAINC401KPROFITSHARINGPLAN pulled back noticeably - down 11.5% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Strategic America plan assets changed over time?
Across 3 plan years on file (2022-2024), Strategic America's sponsor-wide assets grew 16.7%, from $26M to $31M.
Where does STRATEGICAMERICAINC401KPROFITSHARINGPLAN rank by assets among Form 5500 filers?
STRATEGICAMERICAINC401KPROFITSHARINGPLAN ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to STRATEGICAMERICAINC401KPROFITSHARINGPLAN?
Among 401(k) plans in other states, the closest by assets is Perceptyx, Inc. 401(k) Profit Sharing Plan in CA ($22M, 299 participants).
Which 401(k) plans cover a similar participant headcount to STRATEGICAMERICAINC401KPROFITSHARINGPLAN?
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K in assets).