Profit Sharing · DOL Form 5500 · 2023

Strategic Alpha Inc. Profit Sharing Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
105
Participants Small participant base
88th
Percentile by assets National rank
$648,936
Avg per participant High balance/head
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Official DOL plan name: Strategic Alpha Inc. 401(k) Retirement Plan · Sponsored by Strategic Alpha Inc. · Virginia · Finance & Insurance

$68M in assets, 105 participants

Strategic Alpha Inc.'s Strategic Alpha Inc. 401(k) Retirement Plan reported $68M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,282 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Strategic Alpha Inc. 401(k) Retirement Plan covers 105 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $68M.

#7,282
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Strategic Alpha Inc. 401(k) Retirement Plan's outsized position by total assets

Strategic Alpha Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$68,138,272 Top 12% higher than 88% 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 Alpha Inc. 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. Strategic Alpha Inc. 401(k) Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Alpha Inc. 401(k) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Strategic Alpha Inc. 401(k) Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Strategic Alpha Inc. 401(k) Retirement Plan reported participants fell from 108 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 833111090 · Strategic Alpha Inc. PY 2023 · Profit Sharing

Strategic Alpha Inc. 401(k) Retirement Plan · $68M · 105 · 88th

  • EBSA $68M
  • PART 105
  • TYPE 88th
  • NET Profit Sharing
  • BOOK near Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund
  • VS-ST ind #7282

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 Finance & Insurance retirement plans → · Plans in Virginia →

Strategic Alpha Inc. 401(k) Retirement Plan in the asset neighbourhood

Strategic Alpha Inc. 401(k) Retirement PlanStrategic Alpha Inc. 401(k) …$68MIronworkers Local No 55 Profit Sharing Annuity Plan and Trust FundIronworkers Local No 55 Prof…$68MPension Fund for Nursing and Health Care EmployeesPension Fund for Nursing and…$67MUpland Hills Health 403(b) Retirement PlanUpland Hills Health 403(b) R…$67MPlumbers & Steamfitters Local No. 300 Pension PlanPlumbers & Steamfitters Loca…$67M
End-of-year total assets ($M) among Strategic Alpha Inc. 401(k) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN833111090
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Alpha Inc.)

Sponsor-wide plan assets over time

All Strategic Alpha Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 14.83224966189129% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.8M $66.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 108 $58M
2023 1 105 $68M
2024 1 101 $66M

Nearby Profit Sharing Plans in Virginia

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

Strategic Alpha Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.5 Total assets ($B) Participants Strategic Alpha Inc. 401(k) Retirement Plan, Total assets ($B): 0.068138272 · Participants: 105Strategic Alpha Inc. 401(k) Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Strategic Alpha Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Strategic Alpha Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Strategic Alpha Inc. 401(k) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($68M); by covered participants it is A. C. Vroman, Inc. Profit Sharing Plan in CA (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 Alpha Inc. 401(k) Retirement Plan assets move in 2023? ▼
Strategic Alpha Inc. 401(k) Retirement Plan grew sharply - up 18.0% during 2023, from $58M to $68M. Reported net income was $10M.
How have Strategic Alpha Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Alpha Inc.'s sponsor-wide assets grew 14.8%, from $58M to $66M.
Where does Strategic Alpha Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Strategic Alpha Inc. 401(k) Retirement Plan ranks in the 88th 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 Profit Sharing plans are similar in size to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund in OH ($68M, 677 participants).
Which Profit Sharing plans cover a similar participant headcount to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A. C. Vroman, Inc. Profit Sharing Plan in CA (105 participants, $2M 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 833111090.

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.