401(k) · DOL Form 5500 · 2024

Compass Strategy Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
130
Participants Small participant base
34th
Percentile by assets National rank
$23,138
Avg per participant Low balance/head
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Official DOL plan name: Compass Strategy Solutions 401(k) Plan · Sponsored by Compass Strategy Solutions, LLC · Virginia · Professional & Technical Services

$3M in assets, 130 participants

Compass Strategy Solutions, LLC's Compass Strategy Solutions 401(k) Plan reported $3M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,173 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Compass Strategy Solutions 401(k) Plan covers 130 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#6,173
in Professional & Technical Services (20,173 peers)
+44.3%
assets growth YoY

Compass Strategy Solutions 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Compass Strategy Solutions 401(k) Plan vs every filed plan by assets

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

$3,007,926 34th percentile higher than 34% 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

Compass Strategy Solutions 401(k) Plan 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. Compass Strategy Solutions 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Compass Strategy Solutions 401(k) Plan reported net income rose from $589K in the plan year 2023 filing to $923K in the plan year 2024 filing.
  • Compass Strategy Solutions 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Compass Strategy Solutions 401(k) Plan reported participants fell from 147 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 812279658 · Compass Strategy Solutions, LLC PY 2024 · 401(k)

Compass Strategy Solutions 401(k) Plan · $3M · 130 · 34th

  • TYPE $3M
  • NET 130
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Pfriem 401(k) Plan
  • SCH ind #6173

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 Virginia →

Compass Strategy Solutions 401(k) Plan in the asset neighbourhood

Compass Strategy Solutions 401(k) PlanCompass Strategy Solutions 4…$3MPfriem 401(k) Plan$3MBartolotta Management Group 401(k) PlanBartolotta Management Group …$3MLycoming Community Care Inc. 401(k) PlanLycoming Community Care Inc.…$3MPete Fowler Construction Services, Inc. 401(k) PlanPete Fowler Construction Ser…$3M
End-of-year total assets ($M) among Compass Strategy Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$923K
Employer EIN812279658
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Strategy Solutions, LLC)

Sponsor-wide plan assets over time

All Compass Strategy Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 101.07680346866019% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.5M $3.01M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 146 $1M
2023 1 147 $2M
2024 1 130 $3M

Nearby 401(k) Plans in Virginia

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

Compass Strategy Solutions 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Compass Strategy Solutions 401(k) Plan, Total assets ($B): 0.003007926 · Participants: 130Compass Strategy Solutions 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Compass Strategy Solutions 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Compass Strategy Solutions 401(k) Plan side-by-side with 3 peers →

Compass Strategy Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Pfriem 401(k) Plan in OR ($3M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Compass Strategy Solutions 401(k) Plan assets move in 2024? ▼
Compass Strategy Solutions 401(k) Plan surged - up 44.3% during 2024, from $2M to $3M. Reported net income was $923K.
How have Compass Strategy Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Strategy Solutions, LLC's sponsor-wide assets grew 101.1%, from $1M to $3M.
Which 401(k) plans are similar in size to Compass Strategy Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pfriem 401(k) Plan in OR ($3M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Compass Strategy Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 812279658.

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.