401(k) · DOL Form 5500 · 2024

Strategic America, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
127
Participants Small participant base
76th
Percentile by assets National rank
$213,174
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic America, Inc. 401(k) Profit Sharing Plan · Sponsored by Strategic America, Inc. · Iowa · Professional & Technical Services

$27M in assets, 127 participants

Strategic America, Inc.'s Strategic America, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,262 in Professional & Technical Services (20,173 peers)

Coverage in Iowa

Strategic America, Inc. 401(k) Profit Sharing Plan covers 127 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $27M.

#15,262
in Professional & Technical Services (20,173 peers)
+15.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Strategic America, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Strategic America, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,073,091 Top 24% higher than 76% 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

Strategic America, Inc. 401(k) Profit Sharing 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. Strategic America, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic America, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Strategic America, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Strategic America, Inc. 401(k) Profit Sharing Plan reported participants fell from 138 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421206760 · Strategic America, Inc. PY 2024 · 401(k)

Strategic America, Inc. 401(k) Profit Sharing Plan · $27M · 127 · 76th

  • EIN $27M
  • RANK 127
  • PHOTO 76th
  • IND 401(k)
  • EOY near Vision H.R. Retirement Savings Plan
  • 5500 ind #15262

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 Iowa →

Strategic America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Strategic America, Inc. 401(k) Profit Sharing PlanStrategic America, Inc. 401(…$27MVision H.R. Retirement Savings PlanVision H.R. Retirement Savin…$27MNeurological Surgery, P.C. Retirement TrustNeurological Surgery, P.C. R…$27MOcean State Veterinary Specialists 401(k) Profit Sharing PlanOcean State Veterinary Speci…$27MIsola USA Corp. 401(k) Savings PlanIsola USA Corp. 401(k) Savin…$27M
End-of-year total assets ($M) among Strategic America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN421206760
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic America, Inc.)

Sponsor-wide plan assets over time

All Strategic America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.677742072977274% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26.2M $30.6M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 243 $26M
2023 2 243 $26M
2024 2 228 $31M

Nearby 401(k) Plans in Iowa

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

Strategic America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Strategic America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027073091 · Participants: 127Strategic America, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Strategic America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Strategic America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Strategic America, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Vision H.R. Retirement Savings Plan in FL ($27M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Strategic America, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Strategic America, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2024, from $23M to $27M. Reported net income was $4M.
How have Strategic America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic America, Inc.'s sponsor-wide assets grew 16.7%, from $26M to $31M.
Where does Strategic America, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Strategic America, Inc. 401(k) Profit Sharing Plan ranks in the 76th 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 Strategic America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vision H.R. Retirement Savings Plan in FL ($27M, 633 participants).
Which 401(k) plans cover a similar participant headcount to Strategic America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 421206760.

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.