401(k) · DOL Form 5500 · 2023

Strata-G, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
251
Participants Below avg headcount
80th
Percentile by assets National rank
$127,025
Avg per participant Near avg balance/head
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Official DOL plan name: Strata G Profit Sharing Plan · Sponsored by Strata-G, LLC · Tennessee · Professional & Technical Services

$32M in assets, 251 participants

Strata-G, LLC's Strata G Profit Sharing Plan reported $32M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,384 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Strata G Profit Sharing Plan covers 251 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $32M.

#16,384
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Strata G Profit Sharing Plan's outsized position by total assets

Strata G Profit Sharing Plan vs every filed plan by assets

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

$31,883,366 Top 20% higher than 80% 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

Strata G 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. Strata G Profit Sharing Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strata G Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Strata G Profit Sharing Plan reported participants rose from 209 in the plan year 2022 filing to 251 in the plan year 2023 filing.
  • Strata G Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010712797 · Strata-G, LLC PY 2023 · 401(k)

Strata G Profit Sharing Plan · $32M · 251 · 80th

  • EIN $32M
  • EIN 251
  • EIN 80th
  • EIN 401(k)
  • EIN near Roy Jorgensen Associates, Inc. Retirement Plan
  • EIN ind #16384

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 Tennessee →

Strata G Profit Sharing Plan in the asset neighbourhood

Lift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$32MViewpointe Archive Services 401(k) PlanViewpointe Archive Services …$32MStrata G Profit Sharing Plan$32MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$32MC & K Market, Inc. 401(k) PlanC & K Market, Inc. 401(k) Pl…$32M
End-of-year total assets ($M) among Strata G Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN010712797
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strata-G, LLC)

Sponsor-wide plan assets over time

All Strata-G, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 14.59078955361726% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28.4M $32.5M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 209 $28M
2023 1 251 $32M
2024 1 287 $33M

Nearby 401(k) Plans in Tennessee

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

Strata G Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Strata G Profit Sharing Plan, Total assets ($B): 0.031883366 · Participants: 251Strata G Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Strata G Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Strata G Profit Sharing Plan side-by-side with 3 peers →

Strata G Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Roy Jorgensen Associates, Inc. Retirement Plan in MD ($32M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Strata G Profit Sharing Plan assets move in 2023? ▼
Strata G Profit Sharing Plan grew at a solid clip - up 12.3% during 2023, from $28M to $32M. Reported net income was $3M.
How have Strata-G, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strata-G, LLC's sponsor-wide assets grew 14.6%, from $28M to $33M.
Where does Strata G Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Strata G Profit Sharing Plan ranks in the 80th 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 Strata G Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roy Jorgensen Associates, Inc. Retirement Plan in MD ($32M, 950 participants).
Which 401(k) plans cover a similar participant headcount to Strata G Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M 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 010712797.

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.