401(k) · DOL Form 5500 · 2023

Noetic Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
52
Participants Small participant base
37th
Percentile by assets National rank
$61,465
Avg per participant Low balance/head
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Official DOL plan name: Noetic Strategies, Inc. 401(k) Profit Sharing Plan · Sponsored by Noetic Strategies, Inc. · Alabama · Professional & Technical Services

$3M in assets, 52 participants

Noetic Strategies, Inc.'s Noetic Strategies, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,814 in Professional & Technical Services (20,321 peers)

Noetic Strategies, Inc. multi-year trail

Noetic Strategies, Inc.'s plans moved +122.8% in assets from 2022 to 2024; this filing shows Noetic Strategies, Inc. 401(k) Profit Sharing Plan at $3M / 52 participants.

#6,814
in Professional & Technical Services (20,321 peers)
+63.0%
assets growth YoY

Noetic Strategies, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Noetic Strategies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,196,189 37th percentile higher than 37% 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

Noetic Strategies, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Noetic Strategies, Inc. 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Noetic Strategies, Inc. 401(k) Profit Sharing Plan reported net income rose from $25K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Noetic Strategies, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Noetic Strategies, Inc. 401(k) Profit Sharing Plan reported participants fell from 68 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205511468 · Noetic Strategies, Inc. PY 2023 · 401(k)

Noetic Strategies, Inc. 401(k) Profit Sharing Plan · $3M · 52 · 37th

  • SCH $3M
  • EBSA 52
  • PART 37th
  • TYPE 401(k)
  • NET near P a Dabir Dds & Z E S Cuisia D 401(k) Profit Sharing Plan & Trust
  • BOOK ind #6814

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 Alabama →

Noetic Strategies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Noetic Strategies, Inc. 401(k) Profit Sharing PlanNoetic Strategies, Inc. 401(…$3MP a Dabir Dds & Z E S Cuisia D 401(k) Profit Sharing Plan & TrustP a Dabir Dds & Z E S Cuisia…$3MDavis Davis and Associates Retirement PlanDavis Davis and Associates R…$3MBay Mechanical, Inc. 401(k) PlanBay Mechanical, Inc. 401(k) …$3MSpringbig 401(k) Plan$3M
End-of-year total assets ($M) among Noetic Strategies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Noetic Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Noetic Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 122.79299413083524% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.96M $4.37M ▲ +123.0%
Year Plans Participants Total Assets
2022 1 68 $2M
2023 1 52 $3M
2024 1 63 $4M

Noetic Strategies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN205511468
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Noetic Strategies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Noetic Strategies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003196189 · Participants: 52Noetic Strategies, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Noetic Strategies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Noetic Strategies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Noetic Strategies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is P a Dabir Dds & Z E S Cuisia D 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Noetic Strategies, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Noetic Strategies, Inc. 401(k) Profit Sharing Plan surged - up 63.0% during 2023, from $2M to $3M. Reported net income was $1M.
How have Noetic Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Noetic Strategies, Inc.'s sponsor-wide assets grew 122.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Noetic Strategies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is P a Dabir Dds & Z E S Cuisia D 401(k) Profit Sharing Plan & Trust in CA ($3M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Noetic Strategies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants, N/A 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 205511468.

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.