401(k) · DOL Form 5500 · 2023
Compass Strategy Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $14,185
- Avg per participant Low balance/head
Official DOL plan name: Compass Strategy Solutions 401(k) Plan · Sponsored by Compass Strategy Solutions, LLC · Virginia · Professional & Technical Services
$2M in assets, 147 participants
Compass Strategy Solutions, LLC's Compass Strategy Solutions 401(k) Plan reported $2M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,487 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Compass Strategy Solutions 401(k) Plan covers 147 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $2M.
- #5,487
- in Professional & Technical Services (20,321 peers)
- +39.4%
- assets growth YoY
Compass Strategy Solutions 401(k) Plan among the smaller filed plans by assets
Compass Strategy Solutions 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,085,210 31st percentile higher than 31% 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
Compass Strategy Solutions 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. Compass Strategy Solutions 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Strategy Solutions 401(k) Plan reported net income rose from $91K in the plan year 2022 filing to $589K in the plan year 2023 filing.
- Compass Strategy Solutions 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 812279658 · Compass Strategy Solutions, LLC PY 2023 · 401(k)
Compass Strategy Solutions 401(k) Plan · $2M · 147 · 31st
- ASSETS $2M
- PCT 147
- EIN 31st
- RANK 401(k)
- PHOTO near Outback Inc. 401(k) Retirement Plan
- IND ind #5487
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 Virginia →
Compass Strategy Solutions 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $589K |
| Employer EIN | 812279658 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Strategy Solutions, LLC)
Sponsor-wide plan assets over time
All Compass Strategy Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 101.07680346866019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $1M |
| 2023 | 1 | 147 | $2M |
| 2024 | 1 | 130 | $3M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Compass Strategy Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Outback Inc. 401(k) Retirement Plan in CA ($2M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Outback Inc. 401(k) Retirement Plan (CA) $2M · N/A
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) $2M · 215
- Christina G. Steil Dermatology, Ltd. Retirement Plan and Trust (IL) $2M · 7
- 403(b) Thrift Plan for Employees of Beaufort-Jasper-Hampton Comprehensive Health Services, Incorporated (SC) $2M · 268
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.