401(k) · DOL Form 5500 · 2023

Stradegy Logistics Corporation 401(k) Plan

Data updated 2026-08-25

$664K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$331,755
Avg per participant High balance/head
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Official DOL plan name: Stradegy Logistics 401(k) Trust · Sponsored by Stradegy Logistics Corporation · Georgia · Transportation & Warehousing

$664K in assets, 2 participants

Stradegy Logistics Corporation's Stradegy Logistics 401(k) Trust reported $664K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #702 in Transportation & Warehousing (3,362 peers)

Stradegy Logistics Corporation multi-year trail

Stradegy Logistics Corporation's plans moved -22.3% in assets from 2022 to 2024; this filing shows Stradegy Logistics 401(k) Trust at $664K / 2 participants.

#702
in Transportation & Warehousing (3,362 peers)
-13.4%
assets change YoY

The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stradegy Logistics 401(k) Trust among the smaller filed plans by assets

Stradegy Logistics 401(k) Trust vs every filed plan by assets

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

$663,510 20th percentile higher than 20% 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

Stradegy Logistics 401(k) 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. Stradegy Logistics 401(k) Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stradegy Logistics 401(k) Trust reported net income fell from $91K in the plan year 2022 filing to -$103K in the plan year 2023 filing.
  • Stradegy Logistics 401(k) Trust end-of-year assets fell from $766K in the plan year 2022 filing to $664K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844321730 · Stradegy Logistics Corporation PY 2023 · 401(k)

Stradegy Logistics 401(k) Trust · $664K · 2 · 20th

  • EOY $664K
  • EOY 2
  • EOY 20th
  • EOY 401(k)
  • EOY near Globen Inc. 401(k) Profit Sharing Plan
  • EOY ind #702

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Stradegy Logistics 401(k) Trust in the asset neighbourhood

Stradegy Logistics 401(k) TrustStradegy Logistics 401(k) Tr…$664KGloben Inc. 401(k) Profit Sharing PlanGloben Inc. 401(k) Profit Sh…$663KAslan Simrose Enterprises Corp. 401(k) PlanAslan Simrose Enterprises Co…$664KSelect Sales & Marketing Inc 401(k) Profit Sharing PlanSelect Sales & Marketing Inc…$664KBruno's Little Italy, Inc. 401(k) PlanBruno's Little Italy, Inc. 4…$664K
End-of-year total assets ($M) among Stradegy Logistics 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stradegy Logistics Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Stradegy Logistics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$595K 22.335541293907514% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.77M $0.6M ▼ -22.1%
Year Plans Participants Total Assets
2022 1 2 $766K
2023 2 2 $1M
2024 1 2 $595K

Stradegy Logistics Corporation filing trail (2023)

Total Assets (Beginning of Year)$766K
Net Assets (End of Year)$664K
Net Income-$103K
Employer EIN844321730
Plan Effective Date2020-01-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Stradegy Logistics 401(k) Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Stradegy Logistics 401(k) Trust, Total assets ($B): 0.00066351 · Participants: 2Stradegy Logistics 401(k) TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Stradegy Logistics 401(k) Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Stradegy Logistics 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Globen Inc. 401(k) Profit Sharing Plan in NJ ($663K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stradegy Logistics 401(k) Trust assets move in 2023?
Stradegy Logistics 401(k) Trust pulled back noticeably - down 13.4% during 2023, from $766K to $664K. Reported net income was -$103K.
How have Stradegy Logistics Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Stradegy Logistics Corporation's sponsor-wide assets declined 22.3%, from $766K to $595K.
Where does Stradegy Logistics 401(k) Trust rank by assets among Form 5500 filers?
Stradegy Logistics 401(k) Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stradegy Logistics 401(k) Trust?
Among 401(k) plans in other states, the closest by assets is Globen Inc. 401(k) Profit Sharing Plan in NJ ($663K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Stradegy Logistics 401(k) Trust?
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).