Profit Sharing · DOL Form 5500 · 2022

Stratford Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$567K
Total assets Small plan by assets
10
Participants Small participant base
19th
Percentile by assets National rank
$56,657
Avg per participant Low balance/head
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Official DOL plan name: Stratford Foundation, Inc. Retirement Plan · Sponsored by Stratford Foundation, Inc. · Massachusetts · Other Services

$567K in assets, 10 participants

Stratford Foundation, Inc.'s Stratford Foundation, Inc. Retirement Plan reported $567K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,416 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Stratford Foundation, Inc. Retirement Plan ranks #3,416 of 8,398 2022 filers by assets (3542% of the sector average)-$567K for 10 participants.

#3,416
in Other Services (8,398 peers)
+11.7%
assets growth YoY

Stratford Foundation, Inc. Retirement Plan among the smaller filed plans by assets

Stratford Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$566,574 19th percentile higher than 19% 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

Stratford Foundation, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stratford Foundation, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 041166517 · Stratford Foundation, Inc. PY 2022 · Profit Sharing

Stratford Foundation, Inc. Retirement Plan · $567K · 10 · 19th

  • EOY $567K
  • 5500 10
  • ASSETS 19th
  • PCT Profit Sharing
  • EIN near Orlando Luis Rodriguez Cabrera Retirement Plan
  • RANK ind #3416

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 Other Services retirement plans → · Plans in Massachusetts →

Stratford Foundation, Inc. Retirement Plan in the asset neighbourhood

Stratford Foundation, Inc. Retirement PlanStratford Foundation, Inc. R…$567KOrlando Luis Rodriguez Cabrera Retirement PlanOrlando Luis Rodriguez Cabre…$567KBlitzer Company Profit Sharing PlanBlitzer Company Profit Shari…$567KSecond Helping Corporation Retirement PlanSecond Helping Corporation R…$567KStonemor Gp LLC 1165e Retirement PlanStonemor Gp LLC 1165e Retire…$566K
End-of-year total assets ($M) among Stratford Foundation, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$507K
Net Assets (End of Year)$567K
Net Income$59K
Employer EIN041166517
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stratford Foundation, Inc.)

Sponsor-wide plan assets over time

All Stratford Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$708K 24.893835580171345% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.57M $0.71M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 10 $567K
2023 1 10 $656K
2024 1 12 $708K

Nearby Profit Sharing Plans in Massachusetts

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

Stratford Foundation, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Stratford Foundation, Inc. Retirement Plan, Total assets ($B): 0.000566574 · Participants: 10Stratford Foundation, Inc. Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Stratford Foundation, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Stratford Foundation, Inc. Retirement Plan side-by-side with 3 peers →

Stratford Foundation, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Orlando Luis Rodriguez Cabrera Retirement Plan in PR ($567K); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($567K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Stratford Foundation, Inc. Retirement Plan assets move in 2022? ▼
Stratford Foundation, Inc. Retirement Plan grew at a solid clip - up 11.7% during 2022, from $507K to $567K. Reported net income was $59K.
How have Stratford Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Foundation, Inc.'s sponsor-wide assets grew 24.9%, from $567K to $708K.
Where does Stratford Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Stratford Foundation, Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Stratford Foundation, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Orlando Luis Rodriguez Cabrera Retirement Plan in PR ($567K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Stratford Foundation, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 041166517.

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.