401(k) · DOL Form 5500 · 2023

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
163
Participants Small participant base
59th
Percentile by assets National rank
$62,975
Avg per participant Low balance/head
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Official DOL plan name: Strategic Retirement Program · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$10M in assets, 163 participants

Pentegra Services, Inc's Strategic Retirement Program reported $10M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,898 in Finance & Insurance (8,869 peers)

Coverage in New York

Strategic Retirement Program covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,898
in Finance & Insurance (8,869 peers)
+585.7%
assets growth YoY

Strategic Retirement Program's mid-pack asset rank among Finance & Insurance and all filers

Strategic Retirement Program vs every filed plan by assets

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

$10,264,909 Top 41% higher than 59% 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 Retirement Program 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 Retirement Program sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Retirement Program end-of-year assets rose from $1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Strategic Retirement Program reported participants rose from 66 in the plan year 2022 filing to 163 in the plan year 2023 filing.
  • Strategic Retirement Program reported net income rose from $407K in the plan year 2022 filing to $848K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133745616 · Pentegra Services, Inc PY 2023 · 401(k)

Strategic Retirement Program · $10M · 163 · 59th

  • VS-ST $10M
  • VS-ST 163
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near United Agribusiness League 401(k) Plan
  • VS-ST ind #3898

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 New York →

Strategic Retirement Program in the asset neighbourhood

United Agribusiness League 401(k) PlanUnited Agribusiness League 4…$10MKriya Therapeutics, Inc. 401(k) PlanKriya Therapeutics, Inc. 401…$10MFamily Guidance Centers, Inc. 401(k) PlanFamily Guidance Centers, Inc…$10MStrategic Retirement Program$10MMicrocare, LLC Salary Savings PlanMicrocare, LLC Salary Saving…$10M
End-of-year total assets ($M) among Strategic Retirement Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$10M
Net Income$848K
Employer EIN133745616
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentegra Services, Inc)

Sponsor-wide plan assets over time

All Pentegra Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
Year Plans Participants Total Assets
2022 5 203 $19M
2023 8 1,283 $123M
2024 11 4,740 $378M

Nearby 401(k) Plans in New York

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

Strategic Retirement Program vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Strategic Retirement Program, Total assets ($B): 0.010264909 · Participants: 163Strategic Retirement ProgramIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Strategic Retirement Program vs. nearby 401(k) plans in New York, assets vs. participants
Compare Strategic Retirement Program side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is United Agribusiness League 401(k) Plan in CA ($10M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Retirement Program assets move in 2023? ▼
Strategic Retirement Program surged - up 585.7% during 2023, from $1M to $10M. Reported net income was $848K.
How have Pentegra Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Services, Inc's sponsor-wide assets grew 1935.2%, from $19M to $378M.
Which 401(k) plans are similar in size to Strategic Retirement Program? ▼
Among 401(k) plans in other states, the closest by assets is United Agribusiness League 401(k) Plan in CA ($10M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Retirement Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 133745616.

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.