401(k) · DOL Form 5500 · 2023

Urban Strategies, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 511
Participants Below avg headcount: 33rd
Percentile by assets National rank: $5,009
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

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

$3M in assets, 511 participants

Urban Strategies, LLC's Urban Strategies LLC 401(k) Plan reported $3M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#6,103 in Professional & Technical Services (20,321 peers)

Urban Strategies, LLC multi-year trail

Urban Strategies, LLC's plans moved +56.8% in assets from 2023 to 2024; this filing shows Urban Strategies LLC 401(k) Plan at $3M / 511 participants.

#6,103
in Professional & Technical Services (20,321 peers): +75.8%
assets growth YoY

Urban Strategies LLC 401(k) Plan among the smaller filed plans by assets

Urban Strategies LLC 401(k) Plan vs every filed plan by assets

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

$2,559,670 33rd percentile higher than 33% 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

Urban Strategies LLC 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. Urban Strategies LLC 401(k) Plan sits mid-pack in the medium band (511 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 510443590 · Urban Strategies, LLC PY 2023 · 401(k)

Urban Strategies LLC 401(k) Plan · $3M · 511 · 33rd

PHOTO $3M
IND 511
EOY 33rd
5500 401(k)
ASSETS near Smooth Bor Plastics 401(k) Plan
PCT ind #6103

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 →

End-of-year total assets ($M) among Urban Strategies LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Urban Strategies, LLC multi-year asset trail

Latest sponsor-wide plan assets: $4M 56.84201479096915% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	511	$3M
2024	1	551	$4M

Urban Strategies, LLC filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	510443590
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Urban Strategies LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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

Compare Urban Strategies LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Smooth Bor Plastics 401(k) Plan in CA ($3M); by covered participants it is T.M. Cobb and Haley Brothers 401(k) Plan in CA (511 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Smooth Bor Plastics 401(k) Plan (CA) $3M · 76
Moody & Associates Inc. Retirement Plan (TN) $3M · 8
Cedar Haven Healthcare Center 401(k) Plan (PA) $3M · 300
Many Farms Community School 401(k) Plan (AZ) $3M · 115

Similar participant headcount

Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.

T.M. Cobb and Haley Brothers 401(k) Plan (CA) 511 · 0 off
Terminix, Et Al. 401(k) Profit Sharing Plan (NC) 511 · 0 off
Sloan Implement Company, Inc. 401(k) Plan (IL) 511 · 0 off
Kriete Group Retirement Savings Plan (WI) 511 · 0 off

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 Urban Strategies LLC 401(k) Plan assets move in 2023? ▼

Urban Strategies LLC 401(k) Plan surged - up 75.8% during 2023, from $1M to $3M. Reported net income was $1M.

How have Urban Strategies, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Urban Strategies, LLC's sponsor-wide assets grew 56.8%, from $3M to $4M.

Which 401(k) plans are similar in size to Urban Strategies LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Smooth Bor Plastics 401(k) Plan in CA ($3M, 76 participants).

Which 401(k) plans cover a similar participant headcount to Urban Strategies LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is T.M. Cobb and Haley Brothers 401(k) Plan in CA (511 participants, $26M 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 510443590.