401(k) · DOL Form 5500 · 2023

STRETTO 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
294
Participants Below avg headcount
81st
Percentile by assets National rank
$116,919
Avg per participant Below avg balance/head
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Official DOL plan name: Stretto 401(k) Retirement Plan · Sponsored by STRETTO · California · Finance & Insurance

$34M in assets, 294 participants

STRETTO's Stretto 401(k) Retirement Plan reported $34M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,314 in Finance & Insurance (8,869 peers)

Coverage in California

Stretto 401(k) Retirement Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $34M.

#6,314
in Finance & Insurance (8,869 peers)
+29.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$34,374,120 Top 19% higher than 81% 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

Stretto 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. Stretto 401(k) Retirement Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stretto 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Stretto 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Stretto 401(k) Retirement Plan reported participants fell from 302 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200447528 · STRETTO PY 2023 · 401(k)

Stretto 401(k) Retirement Plan · $34M · 294 · 81st

  • ASSETS $34M
  • ASSETS 294
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Terillium, Inc. 401(k) Plan
  • ASSETS ind #6314

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 California →

Stretto 401(k) Retirement Plan in the asset neighbourhood

Truwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$34MInterlock Industries, Inc. 401(k) Profit Sharing PlanInterlock Industries, Inc. 4…$34MAllegiance Trucks 401(k) Profit Sharing Plan and TrustAllegiance Trucks 401(k) Pro…$34MStretto 401(k) Retirement PlanStretto 401(k) Retirement Pl…$34MTerillium, Inc. 401(k) Plan$34M
End-of-year total assets ($M) among Stretto 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN200447528
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (STRETTO)

Sponsor-wide plan assets over time

All STRETTO plans reported in each filing year

Latest sponsor-wide plan assets
$41M 55.85645266231134% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.5M $41.3M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 302 $26M
2023 1 294 $34M
2024 1 313 $41M

Nearby 401(k) Plans in California

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

Stretto 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stretto 401(k) Retirement Plan, Total assets ($B): 0.03437412 · Participants: 294Stretto 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Stretto 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stretto 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Terillium, Inc. 401(k) Plan in OH ($34M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Stretto 401(k) Retirement Plan assets move in 2023? ▼
Stretto 401(k) Retirement Plan grew sharply - up 29.8% during 2023, from $26M to $34M. Reported net income was $8M.
How have STRETTO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), STRETTO's sponsor-wide assets grew 55.9%, from $26M to $41M.
Where does Stretto 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Stretto 401(k) Retirement Plan ranks in the 81st 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 Stretto 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terillium, Inc. 401(k) Plan in OH ($34M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Stretto 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 participants, N/A 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 200447528.

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.