401(k) · DOL Form 5500 · 2023

Stroudwater Associates 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
24
Participants Small participant base
55th
Percentile by assets National rank
$359,951
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stroudwater Associates Employee Stock Ownership 401(k) Plan · Sponsored by Stroudwater Associates · Maine · Professional & Technical Services

$9M in assets, 24 participants

Stroudwater Associates's Stroudwater Associates Employee Stock Ownership 401(k) Plan reported $9M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,957 in Professional & Technical Services (20,321 peers)

Stroudwater Associates multi-year trail

Stroudwater Associates's plans moved +25.5% in assets from 2022 to 2024; this filing shows Stroudwater Associates Employee Stock Ownership 401(k) Plan at $9M / 24 participants.

#10,957
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Stroudwater Associates Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stroudwater Associates Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$8,638,824 Top 45% higher than 55% 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

Stroudwater Associates Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stroudwater Associates Employee Stock Ownership 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stroudwater Associates Employee Stock Ownership 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $668K in the plan year 2023 filing.
  • Stroudwater Associates Employee Stock Ownership 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Stroudwater Associates Employee Stock Ownership 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010459937 · Stroudwater Associates PY 2023 · 401(k)

Stroudwater Associates Employee Stock Ownership 401(k) Plan · $9M · 24 · 55th

  • ASSETS $9M
  • ASSETS 24
  • ASSETS 55th
  • ASSETS 401(k)
  • ASSETS near Hicks 401(k) Plan
  • ASSETS ind #10957

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 Maine →

Stroudwater Associates Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Stroudwater Associates Employee Stock Ownership 401(k) PlanStroudwater Associates Emplo…$9MHicks 401(k) Plan$9MDay 1 Academies 401(k) Plan$9MEdafio Technologies, LLC 401(k) PlanEdafio Technologies, LLC 401…$9MMetalfx Retirement Savings PlanMetalfx Retirement Savings P…$9M
End-of-year total assets ($M) among Stroudwater Associates Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stroudwater Associates multi-year asset trail

Sponsor-wide plan assets over time

All Stroudwater Associates plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.50624464788375% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.97M $10M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 28 $8M
2023 1 24 $9M
2024 1 29 $10M

Stroudwater Associates filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$668K
Employer EIN010459937
Plan Effective Date2017-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Stroudwater Associates Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Stroudwater Associates Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.008638824 · Participants: 24Stroudwater Associates Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Stroudwater Associates Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Stroudwater Associates Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Stroudwater Associates Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Hicks 401(k) Plan in NY ($9M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Stroudwater Associates Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Stroudwater Associates Employee Stock Ownership 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $8M to $9M. Reported net income was $668K.
How have Stroudwater Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stroudwater Associates's sponsor-wide assets grew 25.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Stroudwater Associates Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hicks 401(k) Plan in NY ($9M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Stroudwater Associates Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 010459937.

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.