401(k) · DOL Form 5500 · 2023

Strata Solar, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
479
Participants Below avg headcount
71st
Percentile by assets National rank
$38,509
Avg per participant Low balance/head
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Official DOL plan name: Strata Solar 401 (K) Plan · Sponsored by Strata Solar, LLC · North Carolina · Utilities

$18M in assets, 479 participants

Strata Solar, LLC's Strata Solar 401 (K) Plan reported $18M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #242 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Strata Solar 401 (K) Plan ranks #242 of 721 2023 filers by assets (2911% of the sector average)-$18M for 479 participants.

#242
in Utilities (721 peers)
+45.2%
assets growth YoY

Strata Solar 401 (K) Plan's outsized position by total assets

Strata Solar 401 (K) Plan vs every filed plan by assets

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

$18,445,854 Top 29% higher than 71% 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

Strata Solar 401 (K) Plan 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. Strata Solar 401 (K) Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strata Solar 401 (K) Plan reported net income rose from $508K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Strata Solar 401 (K) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Strata Solar 401 (K) Plan reported participants rose from 466 in the plan year 2022 filing to 479 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263129600 · Strata Solar, LLC PY 2023 · 401(k)

Strata Solar 401 (K) Plan · $18M · 479 · 71st

  • BOOK $18M
  • BOOK 479
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near The Stelter Company 401(k) Plan
  • BOOK ind #242

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 Utilities retirement plans → · Plans in North Carolina →

Strata Solar 401 (K) Plan in the asset neighbourhood

Strata Solar 401 (K) Plan$18MThe Stelter Company 401(k) PlanThe Stelter Company 401(k) P…$18MConsolidated 401(k) and Profit Sharing PlanConsolidated 401(k) and Prof…$18MSt Denis J Villere & Company, LLC Profit Sharing PlanSt Denis J Villere & Company…$18MPioneer Incorporated Employee 401(k) PlanPioneer Incorporated Employe…$18M
End-of-year total assets ($M) among Strata Solar 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN263129600
Plan Effective Date2015-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Strata Solar, LLC)

Sponsor-wide plan assets over time

All Strata Solar, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 78.11461551456196% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.7M $22.6M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 466 $13M
2023 1 479 $18M
2024 1 N/A $23M

Nearby 401(k) Plans in North Carolina

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

Strata Solar 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Strata Solar 401 (K) Plan, Total assets ($B): 0.018445854 · Participants: 479Strata Solar 401 (K) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Strata Solar 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Strata Solar 401 (K) Plan side-by-side with 3 peers →

Strata Solar 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Stelter Company 401(k) Plan in IA ($18M); by covered participants it is Hartt's 401(k) Plan in ME (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Strata Solar 401 (K) Plan assets move in 2023? ▼
Strata Solar 401 (K) Plan surged - up 45.2% during 2023, from $13M to $18M. Reported net income was $6M.
How have Strata Solar, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strata Solar, LLC's sponsor-wide assets grew 78.1%, from $13M to $23M.
Which 401(k) plans are similar in size to Strata Solar 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Stelter Company 401(k) Plan in IA ($18M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Strata Solar 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hartt's 401(k) Plan in ME (479 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 263129600.

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.