401(k)
2024 plan-year 401(k) DOL Form 5500

Strand Associates, Inc. Employees Profit Sharing Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Strand Associates, Inc. · Wisconsin · Professional & Technical Services

What the 2023 filing shows

Strand Associates, Inc. Employees Profit Sharing Trust holds $190M for 505 participants — about $376,946 per participant, up 11.6% over the 2024 plan year.

$190M
total plan assets (2024 EOY)
505
covered participants
$376,946
avg assets per participant
+11.6%
assets growth YoY
Total Assets (2023)
$190M
Participants
505
State
Industry
Professional & Technical Services

What the Filing Says About Strand Associates, Inc. Employees Profit Sharing Trust

Strand Associates, Inc. Employees Profit Sharing Trust is a 401(k) retirement plan sponsored by Strand Associates, Inc., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $190M in total end-of-year assets and covers 505 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 391020418, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $171M at the beginning of 2024 to $190M at year-end — a gain of 11.6%. Net assets (after liabilities) closed the year at $190M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$171M
Total Assets (End of Year)$190M
Net Assets (End of Year)$190M
Net Income$20M
Plan Type401(k)
Employer EIN391020418
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strand Associates, Inc.)

Year Plans Participants Total Assets
2022 1 488 $138M
2023 1 485 $171M
2024 1 505 $190M

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Frequently Asked Questions

How much money is in the Strand Associates, Inc. Employees Profit Sharing Trust?
As of the 2024 Form 5500 filing, Strand Associates, Inc. Employees Profit Sharing Trust holds $190M in total assets with 505 participants. It is sponsored by Strand Associates, Inc..
What type of plan is Strand Associates, Inc. Employees Profit Sharing Trust?
Strand Associates, Inc. Employees Profit Sharing Trust is a 401(k) plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 391020418.
Who sponsors the Strand Associates, Inc. Employees Profit Sharing Trust?
Strand Associates, Inc. Employees Profit Sharing Trust is sponsored by Strand Associates, Inc., located in Wisconsin. The sponsor's EIN is 391020418 and the plan operates in the Professional & Technical Services industry.
How did Strand Associates, Inc. Employees Profit Sharing Trust perform in 2024?
Strand Associates, Inc. Employees Profit Sharing Trust grew by 11.6% during 2024, moving from $171M to $190M in total assets. Net income was $20M.
Where can I find official filings for Strand Associates, Inc. Employees Profit Sharing Trust?
Official Form 5500 filings for Strand Associates, Inc. Employees Profit Sharing Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391020418 or plan name at efast.dol.gov.
How does Strand Associates, Inc. Employees Profit Sharing Trust compare to other plans?
You can compare Strand Associates, Inc. Employees Profit Sharing Trust against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391020418.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.