401(k) · DOL Form 5500 · 2023
Strategic Planning Services 401(k) Plan
Data updated 2026-08-25
- $257K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $28,608
- Avg per participant Low balance/head
Official DOL plan name: Strategic Planning Services 401(k) Profit Sharing Plan & Trust · Sponsored by Strategic Planning Services · Washington · Professional & Technical Services
$257K in assets, 9 participants
Strategic Planning Services's Strategic Planning Services 401(k) Profit Sharing Plan & Trust reported $257K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,961 in Professional & Technical Services (20,321 peers)
Strategic Planning Services multi-year trail
Strategic Planning Services's plans moved +119.1% in assets from 2022 to 2024; this filing shows Strategic Planning Services 401(k) Profit Sharing Plan & Trust at $257K / 9 participants.
- #1,961
- in Professional & Technical Services (20,321 peers)
- +46.5%
- assets growth YoY
Strategic Planning Services 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Strategic Planning Services 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$257,469 12th percentile higher than 12% 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 Planning Services 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 Planning Services 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 Planning Services 401(k) Profit Sharing Plan & Trust reported net income rose from $37K in the plan year 2022 filing to $82K in the plan year 2023 filing.
- Strategic Planning Services 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $176K in the plan year 2022 filing to $257K in the plan year 2023 filing.
- Strategic Planning Services 401(k) Profit Sharing Plan & Trust reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 830626721 · Strategic Planning Services PY 2023 · 401(k)
Strategic Planning Services 401(k) Profit Sharing Plan & Trust · $257K · 9 · 12th
- BOOK $257K
- VS-ST 9
- BOY 12th
- SCH 401(k)
- EBSA near Mins 401(k)
- PART ind #1961
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 Washington →
Strategic Planning Services 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Strategic Planning Services multi-year asset trail
Sponsor-wide plan assets over time
All Strategic Planning Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $385K 119.10118112924148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $176K |
| 2023 | 1 | 9 | $257K |
| 2024 | 1 | 9 | $385K |
Strategic Planning Services filing trail (2023)
| Total Assets (Beginning of Year) | $176K |
|---|---|
| Net Assets (End of Year) | $257K |
| Net Income | $82K |
| Employer EIN | 830626721 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Strategic Planning Services 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Mins 401(k) in CA ($257K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($257K here).
- Mins 401(k) (CA) $257K · 1
- Saaf Traders, Inc. 401(k) Plan (NY) $258K · N/A
- Macbros Distributors Inc 401(k) Profit Sharing Plan & Trust (HI) $257K · 10
- Grateful Eric, Inc. 401(k) Profit Sharing Plan (GA) $258K · 2
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.