401(k) · DOL Form 5500 · 2023

Strategic Growth Insurance Ass 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
29th
Percentile by assets National rank
$187,114
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust · Sponsored by Strategic Growth Insurance Ass · California · Finance & Insurance

$2M in assets, 9 participants

Strategic Growth Insurance Ass's Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,705 in Finance & Insurance (8,869 peers)

Strategic Growth Insurance Ass multi-year trail

Strategic Growth Insurance Ass's plans moved +93.5% in assets from 2022 to 2024; this filing shows Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust at $2M / 9 participants.

#1,705
in Finance & Insurance (8,869 peers)
+44.8%
assets growth YoY

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,684,028 29th percentile higher than 29% of 127,068 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 2023

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust 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 Growth Insurance Ass 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust reported net income rose from -$50K in the plan year 2022 filing to $521K in the plan year 2023 filing.
  • Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260281070 · Strategic Growth Insurance Ass PY 2023 · 401(k)

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust · $2M · 9 · 29th

  • PART $2M
  • TYPE 9
  • NET 29th
  • BOOK 401(k)
  • VS-ST near Protex 401(k) Plan
  • BOY ind #1705

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 California →

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & TrustStrategic Growth Insurance A…$2MProtex 401(k) Plan$2MUrology Associates of Southern Oregon 401(k) Profit Sharing Plan TrustUrology Associates of Southe…$2MTealwood Management LLC 401(k) P/S PlanTealwood Management LLC 401(…$2MHigh Branch, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Strategic Growth Insurance Ass multi-year asset trail

Sponsor-wide plan assets over time

All Strategic Growth Insurance Ass plans reported in each filing year

Latest sponsor-wide plan assets
$2M 93.5146391351935% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.16M $2.25M ▲ +94.0%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 9 $2M
2024 1 11 $2M

Strategic Growth Insurance Ass filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$521K
Employer EIN260281070
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001684028 · Participants: 9Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Protex 401(k) Plan in AZ ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

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 Growth Insurance Ass 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust surged - up 44.8% during 2023, from $1M to $2M. Reported net income was $521K.
How have Strategic Growth Insurance Ass plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Growth Insurance Ass's sponsor-wide assets grew 93.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Protex 401(k) Plan in AZ ($2M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 260281070.

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.