401(k) · DOL Form 5500 · 2024

Strada Education Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,067
Participants Near avg headcount
89th
Percentile by assets National rank
$82,246
Avg per participant Below avg balance/head
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Official DOL plan name: Strada Education Foundation, Inc. Savings Investment Plan · Sponsored by Strada Education Foundation, Inc. · Indiana · Educational Services

$88M in assets, 1,067 participants

Strada Education Foundation, Inc.'s Strada Education Foundation, Inc. Savings Investment Plan reported $88M in total assets and 1,067 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,953 in Educational Services (3,638 peers)

Where Strada Education Foundation, Inc. Savings Investment Plan sits by assets

Strada Education Foundation, Inc. Savings Investment Plan sits in the top quartile of all filed plans by assets, $88M for 1,067 participants (~$82,246/participant), up 12.2% in 2024.

#2,953
in Educational Services (3,638 peers)
+12.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Strada Education Foundation, Inc. Savings Investment Plan's outsized position by total assets

Strada Education Foundation, Inc. Savings Investment Plan vs every filed plan by assets

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

$87,756,189 Top 11% higher than 89% 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

Strada Education Foundation, Inc. Savings Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strada Education Foundation, Inc. Savings Investment Plan lands in the large band (1,067 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strada Education Foundation, Inc. Savings Investment Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Strada Education Foundation, Inc. Savings Investment Plan end-of-year assets rose from $78M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Strada Education Foundation, Inc. Savings Investment Plan reported participants fell from 1,081 in the plan year 2023 filing to 1,067 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473044430 · Strada Education Foundation, Inc. PY 2024 · 401(k)

Strada Education Foundation, Inc. Savings Investment Plan · $88M · 1,067 · 89th

  • PCT $88M
  • PCT 1,067
  • PCT 89th
  • PCT 401(k)
  • PCT near Easter Seals - Michigan, Inc. 401(k) Plan
  • PCT ind #2953

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 Educational Services retirement plans → · Plans in Indiana →

Strada Education Foundation, Inc. Savings Investment Plan in the asset neighbourhood

Davis Selected Advisers, L.P. 401(k) PlanDavis Selected Advisers, L.P…$88MTpusa 401(k) Plan$88MStrada Education Foundation, Inc. Savings Investment PlanStrada Education Foundation,…$88MEaster Seals - Michigan, Inc. 401(k) PlanEaster Seals - Michigan, Inc…$88MSkin in the Game 401(k) Plan$88M
End-of-year total assets ($M) among Strada Education Foundation, Inc. Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$88M
Net Income$10M
Employer EIN473044430
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strada Education Foundation, Inc.)

Sponsor-wide plan assets over time

All Strada Education Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 35.657545109213316% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $64.7M $87.8M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 1,244 $65M
2023 1 1,081 $78M
2024 1 1,067 $88M

Nearby 401(k) Plans in Indiana

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

Strada Education Foundation, Inc. Savings Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Strada Education Foundation, Inc. Savings Investment Plan, Total assets ($B): 0.087756189 · Participants: 1067Strada Education Foundation, Inc. Savings Investment PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Strada Education Foundation, Inc. Savings Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Strada Education Foundation, Inc. Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Easter Seals - Michigan, Inc. 401(k) Plan in MI ($88M); by covered participants it is Adient Production Employees Savings and Investment (401(k)) Plan in MI (1,067 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,067 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 Strada Education Foundation, Inc. Savings Investment Plan assets move in 2024?
Strada Education Foundation, Inc. Savings Investment Plan grew at a solid clip - up 12.2% during 2024, from $78M to $88M. Reported net income was $10M.
How have Strada Education Foundation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Strada Education Foundation, Inc.'s sponsor-wide assets grew 35.7%, from $65M to $88M.
Where does Strada Education Foundation, Inc. Savings Investment Plan rank by assets among Form 5500 filers?
Strada Education Foundation, Inc. Savings Investment Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Strada Education Foundation, Inc. Savings Investment Plan?
Among 401(k) plans in other states, the closest by assets is Easter Seals - Michigan, Inc. 401(k) Plan in MI ($88M, 931 participants).
Which 401(k) plans cover a similar participant headcount to Strada Education Foundation, Inc. Savings Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Adient Production Employees Savings and Investment (401(k)) Plan in MI (1,067 participants, $30M in assets).