401(k) · DOL Form 5500 · 2024

Purple Strategies, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
148
Participants Small participant base
70th
Percentile by assets National rank
$135,568
Avg per participant Near avg balance/head
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Official DOL plan name: Purple Strategies 401(k) Retirement Plan · Sponsored by Purple Strategies, LLC · Virginia · Professional & Technical Services

$20M in assets, 148 participants

Purple Strategies, LLC's Purple Strategies 401(k) Retirement Plan reported $20M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,040 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Purple Strategies 401(k) Retirement Plan covers 148 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $20M.

#14,040
in Professional & Technical Services (20,173 peers)
+22.8%
assets growth YoY

Purple Strategies 401(k) Retirement Plan's outsized position by total assets

Purple Strategies 401(k) Retirement Plan vs every filed plan by assets

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

$20,064,095 Top 30% higher than 70% 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

Purple Strategies 401(k) Retirement 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. Purple Strategies 401(k) Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Purple Strategies 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Purple Strategies 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Purple Strategies 401(k) Retirement Plan reported participants rose from 146 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264383277 · Purple Strategies, LLC PY 2024 · 401(k)

Purple Strategies 401(k) Retirement Plan · $20M · 148 · 70th

  • VS-ST $20M
  • VS-ST 148
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Relyance Bank Safe Harbor 401(k) Plan
  • VS-ST ind #14040

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 →

Purple Strategies 401(k) Retirement Plan in the asset neighbourhood

Nelson Forensics 401 (K) Plan$20MPurple Strategies 401(k) Retirement PlanPurple Strategies 401(k) Ret…$20MRelyance Bank Safe Harbor 401(k) PlanRelyance Bank Safe Harbor 40…$20MPeninsula Components 401(k) Profit Sharing Plan and TrustPeninsula Components 401(k) …$20MRoyal Speedway, Inc. 401(k) Profit Sharing PlanRoyal Speedway, Inc. 401(k) …$20M
End-of-year total assets ($M) among Purple Strategies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN264383277
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Purple Strategies, LLC)

Sponsor-wide plan assets over time

All Purple Strategies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 68.0087457248575% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $20.1M ▲ +68.0%
Year Plans Participants Total Assets
2022 1 122 $12M
2023 1 146 $16M
2024 1 148 $20M

Nearby 401(k) Plans in Virginia

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

Purple Strategies 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Purple Strategies 401(k) Retirement Plan, Total assets ($B): 0.020064095 · Participants: 148Purple Strategies 401(k) Retirement 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
Purple Strategies 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Purple Strategies 401(k) Retirement Plan side-by-side with 3 peers →

Purple Strategies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Relyance Bank Safe Harbor 401(k) Plan in AR ($20M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Purple Strategies 401(k) Retirement Plan assets move in 2024? ▼
Purple Strategies 401(k) Retirement Plan grew sharply - up 22.8% during 2024, from $16M to $20M. Reported net income was $4M.
How have Purple Strategies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Purple Strategies, LLC's sponsor-wide assets grew 68.0%, from $12M to $20M.
Which 401(k) plans are similar in size to Purple Strategies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Relyance Bank Safe Harbor 401(k) Plan in AR ($20M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Purple Strategies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 264383277.

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.