401(k) · DOL Form 5500 · 2023

Stratford Homes Limited Partnership 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
120
Participants Small participant base
51st
Percentile by assets National rank
$58,827
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stratford Homes 401(k) Plan · Sponsored by Stratford Homes Limited Partnership · Wisconsin · Construction

$7M in assets, 120 participants

Stratford Homes Limited Partnership's Stratford Homes 401(k) Plan reported $7M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,463 in Construction (9,030 peers)

Coverage in Wisconsin

Stratford Homes 401(k) Plan covers 120 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#4,463
in Construction (9,030 peers)
+11.2%
assets growth YoY

Stratford Homes 401(k) Plan's mid-pack asset rank among Construction and all filers

Stratford Homes 401(k) Plan vs every filed plan by assets

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

$7,059,254 Top 49% higher than 51% 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

Stratford Homes 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stratford Homes 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stratford Homes 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $710K in the plan year 2023 filing.
  • Stratford Homes 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391649158 · Stratford Homes Limited Partnership PY 2023 · 401(k)

Stratford Homes 401(k) Plan · $7M · 120 · 51st

  • 5500 $7M
  • ASSETS 120
  • PCT 51st
  • EIN 401(k)
  • RANK near Apptegy, Inc. 401(k) Plan
  • PHOTO ind #4463

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 Construction retirement plans → · Plans in Wisconsin →

Stratford Homes 401(k) Plan in the asset neighbourhood

Stratford Homes 401(k) Plan$7MApptegy, Inc. 401(k) Plan$7MJet Food Stores 401 K Plan$7ML.D. Retirement Plan$7MFirst Freedom Bank 401 (K) PlanFirst Freedom Bank 401 (K) P…$7M
End-of-year total assets ($M) among Stratford Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$710K
Employer EIN391649158
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stratford Homes Limited Partnership)

Sponsor-wide plan assets over time

All Stratford Homes Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.24881180084623% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.35M $7.44M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 119 $6M
2023 1 120 $7M
2024 1 131 $7M

Nearby 401(k) Plans in Wisconsin

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

Stratford Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Stratford Homes 401(k) Plan, Total assets ($B): 0.007059254 · Participants: 120Stratford Homes 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Stratford Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Stratford Homes 401(k) Plan side-by-side with 3 peers →

Stratford Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Apptegy, Inc. 401(k) Plan in AR ($7M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Stratford Homes 401(k) Plan assets move in 2023? ▼
Stratford Homes 401(k) Plan grew at a solid clip - up 11.2% during 2023, from $6M to $7M. Reported net income was $710K.
How have Stratford Homes Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stratford Homes Limited Partnership's sponsor-wide assets grew 17.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Stratford Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apptegy, Inc. 401(k) Plan in AR ($7M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Stratford Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 391649158.

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.