401(k) · DOL Form 5500 · 2023
Strada Education Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 1,081
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $72,330
- Avg per participant Below avg balance/head
Official DOL plan name: Strada Education Foundation, Inc. Savings Investment Plan · Sponsored by Strada Education Foundation, Inc. · Indiana · Educational Services
$78M in assets, 1,081 participants
Strada Education Foundation, Inc.'s Strada Education Foundation, Inc. Savings Investment Plan reported $78M in total assets and 1,081 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,036 in Educational Services (3,735 peers)
Where Strada Education Foundation, Inc. Savings Investment Plan sits by assets
Strada Education Foundation, Inc. Savings Investment Plan sits in the top 10% of all filed plans by assets, $78M for 1,081 participants (~$72,330/participant), up 20.9% in 2023.
- #3,036
- in Educational Services (3,735 peers)
- +20.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Strada Education Foundation, Inc. Savings Investment Plan's outsized position by total assets
Strada Education Foundation, Inc. Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,188,323 Top 10% higher than 90% 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
Strada Education Foundation, Inc. Savings Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strada Education Foundation, Inc. Savings Investment Plan lands in the large band (1,081 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Strada Education Foundation, Inc. Savings Investment Plan reported net income rose from -$9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Strada Education Foundation, Inc. Savings Investment Plan end-of-year assets rose from $65M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Strada Education Foundation, Inc. Savings Investment Plan reported participants fell from 1,244 in the plan year 2022 filing to 1,081 in the plan year 2023 filing.
DOL schedule card
Filing strip 473044430 · Strada Education Foundation, Inc. PY 2023 · 401(k)
Strada Education Foundation, Inc. Savings Investment Plan · $78M · 1,081 · 90th
- BOOK $78M
- VS-ST 1,081
- BOY 90th
- SCH 401(k)
- EBSA near The Consolidated Pipe & Supply Company, Inc. Employees' Profit Sharing 401(k) Plan and Trust
- PART ind #3036
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 Educational Services retirement plans → · Plans in Indiana →
Strada Education Foundation, Inc. Savings Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $13M |
| Employer EIN | 473044430 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Strada Education Foundation, Inc.)
Sponsor-wide plan assets over time
All Strada Education Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 35.657545109213316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,244 | $65M |
| 2023 | 1 | 1,081 | $78M |
| 2024 | 1 | 1,067 | $88M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Strada Education Foundation, Inc. Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is The Consolidated Pipe & Supply Company, Inc. Employees' Profit Sharing 401(k) Plan and Trust in AL ($78M); by covered participants it is Wafertech 401(k) Retirement Plan in WA (1,081 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- The Consolidated Pipe & Supply Company, Inc. Employees' Profit Sharing 401(k) Plan and Trust (AL) $78M · 913
- Axway Inc. 401(k) Plan (AZ) $78M · 348
- Oportun 401(k) Plan (CA) $78M · 1,381
- Shift4 401(k) Plan (PA) $78M · 1,997
Similar participant headcount
Nearest other-state filings by covered participants (1,081 participants); asset peers above are excluded.
- Wafertech 401(k) Retirement Plan (WA) 1,081 · 0 off
- Pmc Global, Inc. and Subsidiaries Employees' Retirement Savings Plan (CA) 1,081 · 0 off
- Fullsteam Personnel LLC 401(k) Plan (AL) 1,081 · 0 off
- Holston Medical Group Retirement Plan (TN) 1,081 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.