401(k) · DOL Form 5500 · 2023

Strategic America, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
138
Participants Small participant base
75th
Percentile by assets National rank
$169,548
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic America, Inc. 401(k) Profit Sharing Plan · Sponsored by Strategic America, Inc. · Iowa · Professional & Technical Services

$23M in assets, 138 participants

Strategic America, Inc.'s Strategic America, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,366 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Strategic America, Inc. 401(k) Profit Sharing Plan covers 138 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $23M.

#15,366
in Professional & Technical Services (20,321 peers)
+5.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Strategic America, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$23,397,590 Top 25% higher than 75% 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

Strategic America, Inc. 401(k) Profit Sharing 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. Strategic America, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic America, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Strategic America, Inc. 401(k) Profit Sharing Plan reported participants rose from 130 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Strategic America, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421206760 · Strategic America, Inc. PY 2023 · 401(k)

Strategic America, Inc. 401(k) Profit Sharing Plan · $23M · 138 · 75th

  • NET $23M
  • NET 138
  • NET 75th
  • NET 401(k)
  • NET near Ustc Group 401(k) Plan
  • NET ind #15366

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 Iowa →

Strategic America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Strategic America, Inc. 401(k) Profit Sharing PlanStrategic America, Inc. 401(…$23MUstc Group 401(k) Plan$23MRevcor, Inc. Profit Sharing 401(k) Plan & TrustRevcor, Inc. Profit Sharing …$23MArt & Wellness Enterprise 401(k) PlanArt & Wellness Enterprise 40…$23MWacker Neuson America Corporation Bargaining Unit 401(k) PlanWacker Neuson America Corpor…$23M
End-of-year total assets ($M) among Strategic America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN421206760
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic America, Inc.)

Sponsor-wide plan assets over time

All Strategic America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.677742072977274% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26.2M $30.6M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 243 $26M
2023 2 243 $26M
2024 2 228 $31M

Nearby 401(k) Plans in Iowa

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

Strategic America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Strategic America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02339759 · Participants: 138Strategic America, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Strategic America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Strategic America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Ustc Group 401(k) Plan in NJ ($23M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Strategic America, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Strategic America, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 5.7% during 2023, from $22M to $23M. Reported net income was $1M.
How have Strategic America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic America, Inc.'s sponsor-wide assets grew 16.7%, from $26M to $31M.
Where does Strategic America, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Strategic America, Inc. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Strategic America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ustc Group 401(k) Plan in NJ ($23M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Strategic America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 421206760.

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.