401(k) · DOL Form 5500 · 2023

Strategic Retirement Plan Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 25th
Percentile by assets National rank: $609,754
Avg per participant High balance/head

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Official DOL plan name: Strategic Retirement Plan Consultants, Inc. Retirement Plan · Sponsored by Strategic Retirement Plan Consultants, Inc. · Massachusetts · Finance & Insurance

$1M in assets, 2 participants

Strategic Retirement Plan Consultants, Inc.'s Strategic Retirement Plan Consultants, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

#1,471 in Finance & Insurance (8,869 peers)

Strategic Retirement Plan Consultants, Inc. multi-year trail

Strategic Retirement Plan Consultants, Inc.'s plans moved -95.3% in assets from 2022 to 2024; this filing shows Strategic Retirement Plan Consultants, Inc. Retirement Plan at $1M / 2 participants.

#1,471
in Finance & Insurance (8,869 peers): +8.1%
assets growth YoY

Strategic Retirement Plan Consultants, Inc. Retirement Plan among the smaller filed plans by assets

Strategic Retirement Plan Consultants, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,219,508 25th percentile higher than 25% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Strategic Retirement Plan Consultants, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Retirement Plan Consultants, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Strategic Retirement Plan Consultants, Inc. Retirement Plan reported net income fell from $476K in the plan year 2022 filing to $91K in the plan year 2023 filing.
Strategic Retirement Plan Consultants, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 812204426 · Strategic Retirement Plan Consultants, Inc. PY 2023 · 401(k)

Strategic Retirement Plan Consultants, Inc. Retirement Plan · $1M · 2 · 25th

5500 $1M
ASSETS 2
PCT 25th
EIN 401(k)
RANK near Hamilton-Ryker It Solutions, LLC 401(k) Plan
PHOTO ind #1471

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 Massachusetts →

End-of-year total assets ($M) among Strategic Retirement Plan Consultants, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Strategic Retirement Plan Consultants, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $53K 95.27587102124866% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$1M
2024	2	4	$53K

Strategic Retirement Plan Consultants, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$91K
Employer EIN	812204426
Plan Effective Date	2016-04-20
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Strategic Retirement Plan Consultants, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Strategic Retirement Plan Consultants, Inc. Retirement Plan side-by-side with 3 peers →

Strategic Retirement Plan Consultants, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Hamilton-Ryker It Solutions, LLC 401(k) Plan (TN) $1M · 40
Apc Physicians, P.L.L.C. Profit Sharing Plan (MI) $1M · 17
Robert P. Weaver, Cpa 401(k) Plan (CA) $1M · 1
Detroit Windsor Tunnel, LLC Union 401(k) Plan (MI) $1M · 8

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Strategic Retirement Plan Consultants, Inc. Retirement Plan assets move in 2023? ▼

Strategic Retirement Plan Consultants, Inc. Retirement Plan grew at a solid clip - up 8.1% during 2023, from $1M to $1M. Reported net income was $91K.

How have Strategic Retirement Plan Consultants, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Strategic Retirement Plan Consultants, Inc.'s sponsor-wide assets declined 95.3%, from $1M to $53K.

Where does Strategic Retirement Plan Consultants, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Strategic Retirement Plan Consultants, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Strategic Retirement Plan Consultants, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN ($1M, 40 participants).

Which 401(k) plans cover a similar participant headcount to Strategic Retirement Plan Consultants, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812204426.