Profit Sharing · DOL Form 5500 · 2023
Strand Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $171M
- Total assets
- 485
- Participants
- 94th
- Percentile by assets
- $351,548
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $171M
- total plan assets (2023 EOY)
- 485
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $351,548
- avg assets per participant
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.
Strand Associates, Inc. Employees Profit Sharing Trust vs the 2023 asset distribution
By assets, Strand Associates, Inc. Employees Profit Sharing Trust outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
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.)
| 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.
Strand Associates, Inc. Employees Profit Sharing Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Strand Associates, Inc. Employees Profit Sharing Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Strand Associates, Inc. Employees Profit Sharing Trust assets move in 2023? ▼
How have Strand Associates, Inc. plan assets changed over time? ▼
Where does Strand Associates, Inc. Employees Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Strand Associates, Inc. Employees Profit Sharing Trust? ▼
Next read for Strand Associates, Inc. Employees Profit…
Scale reading
Ways to act on Strand Associates, Inc. Employees Profit Sharing Trust's numbers.
- By total assets, Strand Associates, Inc. Employees Profit Sharing Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Strand Associates, Inc.'s sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans