Profit Sharing · DOL Form 5500 · 2024
Strand Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $190M
- Total assets Near avg plan size
- 505
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $376,946
- Avg per participant High balance/head
Official DOL plan name: Strand Associates, Inc. Employees Profit Sharing Trust · Sponsored by Strand Associates, Inc. · Wisconsin · Professional & Technical Services
$190M in assets, 505 participants
Strand Associates, Inc.'s Strand Associates, Inc. Employees Profit Sharing Trust reported $190M in total assets and 505 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,209 in Professional & Technical Services (20,173 peers)
Where Strand Associates, Inc. Employees Profit Sharing Trust sits by assets
Strand Associates, Inc. Employees Profit Sharing Trust sits in the top 10% of all filed plans by assets, $190M for 505 participants (~$376,946/participant), up 11.6% in 2024.
- #19,209
- in Professional & Technical Services (20,173 peers)
- +11.6%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Strand Associates, Inc. Employees Profit Sharing Trust's outsized position by total assets
Strand Associates, Inc. Employees Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$190,357,605 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Strand Associates, Inc. Employees Profit Sharing Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strand Associates, Inc. Employees Profit Sharing Trust sits mid-pack in the medium band (505 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Strand Associates, Inc. Employees Profit Sharing Trust reported net income fell from $33M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Strand Associates, Inc. Employees Profit Sharing Trust end-of-year assets rose from $171M in the plan year 2023 filing to $190M in the plan year 2024 filing.
- Strand Associates, Inc. Employees Profit Sharing Trust reported participants rose from 485 in the plan year 2023 filing to 505 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391020418 · Strand Associates, Inc. PY 2024 · Profit Sharing
Strand Associates, Inc. Employees Profit Sharing Trust · $190M · 505 · 94th
- EIN $190M
- EIN 505
- EIN 94th
- EIN Profit Sharing
- EIN near Scot Industries, Inc. Profit Sharing Trust
- EIN ind #19209
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Strand Associates, Inc. Employees Profit Sharing Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | $20M |
| Employer EIN | 391020418 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Strand Associates, Inc.)
Sponsor-wide plan assets over time
All Strand Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190M 38.36003973968971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 488 | $138M |
| 2023 | 1 | 485 | $171M |
| 2024 | 1 | 505 | $190M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Strand Associates, Inc. Employees Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Scot Industries, Inc. Profit Sharing Trust in TX ($190M); by covered participants it is Care Dimensions, Inc. Retirement Plan in MA (505 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($190M here).
- Scot Industries, Inc. Profit Sharing Trust (TX) $190M · 802
- The Hoffman Employee Retirement Income Plan (OR) $191M · 634
- Electrical Workers Pension Fund Part B (MN) $190M · 472
- United Union of Roofers - Local 8 Annuity Fund (NY) $191M · 1,806
Similar participant headcount
Nearest other-state filings by covered participants (505 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.