ESOP · DOL Form 5500 · 2023

Strategic America, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
105
Participants Small participant base
34th
Percentile by assets National rank
$25,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Strategic America, Inc. Employee Stock Ownership Plan · Sponsored by Strategic America, Inc. · Iowa · Professional & Technical Services

$3M in assets, 105 participants

Strategic America, Inc.'s Strategic America, Inc. Employee Stock Ownership Plan reported $3M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,199 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Strategic America, Inc. Employee Stock Ownership Plan covers 105 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#6,199
in Professional & Technical Services (20,321 peers)
-35.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic America, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Strategic America, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,632,151 34th percentile higher than 34% 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. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic America, Inc. Employee Stock Ownership Plan reported net income fell from $109K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Strategic America, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Strategic America, Inc. Employee Stock Ownership Plan reported participants fell from 113 in the plan year 2022 filing to 105 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 · ESOP

Strategic America, Inc. Employee Stock Ownership Plan · $3M · 105 · 34th

  • NET $3M
  • NET 105
  • NET 34th
  • NET ESOP
  • NET near Madison County Bank Employee Stock Ownership Plan
  • NET ind #6199

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 What is an ESOP? → · Plans in Iowa →

Strategic America, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Bank of Herrin Employee Stock Ownership PlanThe Bank of Herrin Employee …$3MStrategic America, Inc. Employee Stock Ownership PlanStrategic America, Inc. Empl…$3MMadison County Bank Employee Stock Ownership PlanMadison County Bank Employee…$3MRoyal Engineered Composites, Inc. Employee Stock Ownership PlanRoyal Engineered Composites,…$3MAllcable Employee Stock Ownership PlanAllcable Employee Stock Owne…$3M
End-of-year total assets ($M) among Strategic America, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$12M
Net Income-$1M
Employer EIN421206760
Plan Effective Date2021-08-01
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 ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Strategic America, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Strategic America, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.632151 · Participants: 105Strategic America, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Strategic America, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Strategic America, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Strategic America, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Madison County Bank Employee Stock Ownership Plan in NE ($3M); by covered participants it is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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. Employee Stock Ownership Plan assets move in 2023? ▼
Strategic America, Inc. Employee Stock Ownership Plan contracted severely - down 35.5% during 2023, from $4M to $3M. 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.
Which ESOP plans are similar in size to Strategic America, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Madison County Bank Employee Stock Ownership Plan in NE ($3M, 52 participants).
Which ESOP plans cover a similar participant headcount to Strategic America, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI (105 participants, $7M 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.