Profit Sharing · DOL Form 5500 · 2023
Strand Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 485
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $351,548
- Avg per participant High balance/head
Official DOL plan name: Strand Associates, Inc. Employees Profit Sharing Trust · Sponsored by Strand Associates, Inc. · Wisconsin · Professional & Technical Services
$171M in assets, 485 participants
Strand Associates, Inc.'s Strand Associates, Inc. Employees Profit Sharing Trust reported $171M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,364 in Professional & Technical Services (20,321 peers)
Where Strand Associates, Inc. Employees Profit Sharing Trust sits by assets
Strand Associates, Inc. Employees Profit Sharing Trust sits in the top 10% of all filed plans by assets, $171M for 485 participants (~$351,548/participant), up 23.9% in 2023.
- #19,364
- in Professional & Technical Services (20,321 peers)
- +23.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Strand Associates, Inc. Employees Profit Sharing Trust's outsized position by total assets
Strand Associates, Inc. Employees Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,500,802 Top 6% higher than 94% 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
Strand Associates, Inc. Employees Profit Sharing Trust 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. Strand Associates, Inc. Employees Profit Sharing Trust sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Strand Associates, Inc. Employees Profit Sharing Trust reported net income rose from -$26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Strand Associates, Inc. Employees Profit Sharing Trust end-of-year assets rose from $138M in the plan year 2022 filing to $171M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391020418 · Strand Associates, Inc. PY 2023 · Profit Sharing
Strand Associates, Inc. Employees Profit Sharing Trust · $171M · 485 · 94th
- IND $171M
- IND 485
- IND 94th
- IND Profit Sharing
- IND near Electrical Workers Pension Fund Part B
- IND ind #19364
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 Wisconsin →
Strand Associates, Inc. Employees Profit Sharing Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $33M |
| Employer EIN | 391020418 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Strand Associates, Inc.)
Sponsor-wide plan assets over time
All Strand Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190M 38.36003973968971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 488 | $138M |
| 2023 | 1 | 485 | $171M |
| 2024 | 1 | 505 | $190M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Strand Associates, Inc. Employees Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Electrical Workers Pension Fund Part B in MN ($170M); by covered participants it is Fresno Truck Center Profit Sharing Plan in CA (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Electrical Workers Pension Fund Part B (MN) $170M · 504
- The J. Paul Getty Trust Defined Contribution Retirement Plan (CA) $171M · 1,403
- United Union of Roofers - Local 8 Annuity Fund (NY) $171M · 1,823
- The Hoffman Employee Retirement Income Plan (OR) $172M · 485
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Fresno Truck Center Profit Sharing Plan (CA) 485 · 0 off
- Tiber Health Pbc Retirement Plan (PR) 484 · 1 off
- Step Forward 403(b) Retirement Plan (OH) 484 · 1 off
- New Hope Community, Inc. Retirement Plan (NY) 483 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.