401(k) · DOL Form 5500 · 2023

Purple Strategies, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
146
Participants Small participant base
69th
Percentile by assets National rank
$111,901
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Purple Strategies 401(k) Retirement Plan · Sponsored by Purple Strategies, LLC · Virginia · Professional & Technical Services

$16M in assets, 146 participants

Purple Strategies, LLC's Purple Strategies 401(k) Retirement Plan reported $16M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,876 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Purple Strategies 401(k) Retirement Plan covers 146 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#13,876
in Professional & Technical Services (20,321 peers)
+36.8%
assets growth YoY

Purple Strategies 401(k) Retirement Plan's outsized position by total assets

Purple Strategies 401(k) Retirement Plan vs every filed plan by assets

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

$16,337,540 Top 31% higher than 69% 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

Purple Strategies 401(k) Retirement 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. Purple Strategies 401(k) Retirement Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Purple Strategies 401(k) Retirement Plan reported net income rose from -$778K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Purple Strategies 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Purple Strategies 401(k) Retirement Plan reported participants rose from 122 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264383277 · Purple Strategies, LLC PY 2023 · 401(k)

Purple Strategies 401(k) Retirement Plan · $16M · 146 · 69th

  • PCT $16M
  • EIN 146
  • RANK 69th
  • PHOTO 401(k)
  • IND near Coates Field Service, Inc. Employees Savings and Profit Sharing Plan
  • EOY ind #13876

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 →

Purple Strategies 401(k) Retirement Plan in the asset neighbourhood

Purple Strategies 401(k) Retirement PlanPurple Strategies 401(k) Ret…$16MCoates Field Service, Inc. Employees Savings and Profit Sharing PlanCoates Field Service, Inc. E…$16MCleary Employees Savings and Retirement PlanCleary Employees Savings and…$16MFloqast 401(k) Plan$16MUci 401(k) Savings Plan$16M
End-of-year total assets ($M) among Purple Strategies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN264383277
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Purple Strategies, LLC)

Sponsor-wide plan assets over time

All Purple Strategies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 68.0087457248575% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $20.1M ▲ +68.0%
Year Plans Participants Total Assets
2022 1 122 $12M
2023 1 146 $16M
2024 1 148 $20M

Nearby 401(k) Plans in Virginia

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

Purple Strategies 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Purple Strategies 401(k) Retirement Plan, Total assets ($B): 0.01633754 · Participants: 146Purple Strategies 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Purple Strategies 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Purple Strategies 401(k) Retirement Plan side-by-side with 3 peers →

Purple Strategies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Coates Field Service, Inc. Employees Savings and Profit Sharing Plan in OK ($16M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Purple Strategies 401(k) Retirement Plan assets move in 2023? ▼
Purple Strategies 401(k) Retirement Plan surged - up 36.8% during 2023, from $12M to $16M. Reported net income was $4M.
How have Purple Strategies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Purple Strategies, LLC's sponsor-wide assets grew 68.0%, from $12M to $20M.
Which 401(k) plans are similar in size to Purple Strategies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coates Field Service, Inc. Employees Savings and Profit Sharing Plan in OK ($16M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Purple Strategies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 264383277.

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.