401(k) · DOL Form 5500 · 2024

S. Strock & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
22
Participants Small participant base
52nd
Percentile by assets National rank
$373,423
Avg per participant High balance/head
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Official DOL plan name: S. Strock & Co., Inc. Profit Sharing 401(k) Plan · Sponsored by S. Strock & Co., Inc. · Massachusetts · Wholesale Trade

$8M in assets, 22 participants

S. Strock & Co., Inc.'s S. Strock & Co., Inc. Profit Sharing 401(k) Plan reported $8M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,547 in Wholesale Trade (6,080 peers)

S. Strock & Co., Inc. multi-year trail

S. Strock & Co., Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows S. Strock & Co., Inc. Profit Sharing 401(k) Plan at $8M / 22 participants.

#2,547
in Wholesale Trade (6,080 peers)
+19.9%
assets growth YoY

S. Strock & Co., Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

S. Strock & Co., Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,215,296 Top 48% higher than 52% of 123,620 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 2024

S. Strock & Co., Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. Strock & Co., Inc. Profit Sharing 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S. Strock & Co., Inc. Profit Sharing 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • S. Strock & Co., Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • S. Strock & Co., Inc. Profit Sharing 401(k) Plan reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 041877860 · S. Strock & Co., Inc. PY 2024 · 401(k)

S. Strock & Co., Inc. Profit Sharing 401(k) Plan · $8M · 22 · 52nd

  • 5500 $8M
  • 5500 22
  • 5500 52nd
  • 5500 401(k)
  • 5500 near Don Hinds Ford 401(k)
  • 5500 ind #2547

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

S. Strock & Co., Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

S. Strock & Co., Inc. Profit Sharing 401(k) PlanS. Strock & Co., Inc. Profit…$8MDon Hinds Ford 401(k)$8MFelker Brothers Corporation Union 401(k) PlanFelker Brothers Corporation …$8MPlum Dental Group, L.L.C. 401(k) Profit Sharing PlanPlum Dental Group, L.L.C. 40…$8MWorld Emblem International, Inc. 401(k) Profit Sharing PlanWorld Emblem International, …$8M
End-of-year total assets ($M) among S. Strock & Co., Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S. Strock & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S. Strock & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.44026279566449% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.81M $8.22M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 20 $7M
2024 1 22 $8M

S. Strock & Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN041877860
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

S. Strock & Co., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants S. Strock & Co., Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.008215296 · Participants: 22S. Strock & Co., Inc. Profit Sharing 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
S. Strock & Co., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare S. Strock & Co., Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

S. Strock & Co., Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Don Hinds Ford 401(k) in IN ($8M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S. Strock & Co., Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
S. Strock & Co., Inc. Profit Sharing 401(k) Plan grew sharply - up 19.9% during 2024, from $7M to $8M. Reported net income was $1M.
How have S. Strock & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Strock & Co., Inc.'s sponsor-wide assets grew 41.4%, from $6M to $8M.
Which 401(k) plans are similar in size to S. Strock & Co., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don Hinds Ford 401(k) in IN ($8M, 137 participants).
Which 401(k) plans cover a similar participant headcount to S. Strock & Co., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041877860.

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.