401(k) · DOL Form 5500 · 2024

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
235
Participants Below avg headcount
84th
Percentile by assets National rank
$211,020
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic Retirement Program · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$50M in assets, 235 participants

Pentegra Services, Inc's Strategic Retirement Program reported $50M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,435 in Finance & Insurance (8,549 peers)

Coverage in New York

Strategic Retirement Program covers 235 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $50M.

#6,435
in Finance & Insurance (8,549 peers)
+383.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Strategic Retirement Program's outsized position by total assets

Strategic Retirement Program vs every filed plan by assets

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

$49,589,626 Top 16% higher than 84% 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 Retirement Program 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 Retirement Program sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic Retirement Program reported net income rose from $848K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Strategic Retirement Program end-of-year assets rose from $10M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Strategic Retirement Program reported participants rose from 163 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133745616 · Pentegra Services, Inc PY 2024 · 401(k)

Strategic Retirement Program · $50M · 235 · 84th

  • SCH $50M
  • SCH 235
  • SCH 84th
  • SCH 401(k)
  • SCH near Fibre Federal Credit Union Savings Retirement Plan
  • SCH ind #6435

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 Finance & Insurance retirement plans → · Plans in New York →

Strategic Retirement Program in the asset neighbourhood

Saber Power Services, LLC 401(k) Profit Sharing PlanSaber Power Services, LLC 40…$50MAtl Hawks LLC 401(k) Retirement PlanAtl Hawks LLC 401(k) Retirem…$50MStrategic Retirement Program$50MFibre Federal Credit Union Savings Retirement PlanFibre Federal Credit Union S…$50MMpw Industrial Services Savings PlanMpw Industrial Services Savi…$50M
End-of-year total assets ($M) among Strategic Retirement Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN133745616
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentegra Services, Inc)

Sponsor-wide plan assets over time

All Pentegra Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
Year Plans Participants Total Assets
2022 5 203 $19M
2023 8 1,283 $123M
2024 11 4,740 $378M

Nearby 401(k) Plans in New York

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

Strategic Retirement Program vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Strategic Retirement Program, Total assets ($B): 0.049589626 · Participants: 235Strategic Retirement ProgramIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Strategic Retirement Program vs. nearby 401(k) plans in New York, assets vs. participants
Compare Strategic Retirement Program side-by-side with 3 peers →

Strategic Retirement Program's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fibre Federal Credit Union Savings Retirement Plan in WA ($50M); by covered participants it is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Retirement Program assets move in 2024? ▼
Strategic Retirement Program surged - up 383.1% during 2024, from $10M to $50M. Reported net income was $5M.
How have Pentegra Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Services, Inc's sponsor-wide assets grew 1935.2%, from $19M to $378M.
Where does Strategic Retirement Program rank by assets among Form 5500 filers? ▼
Strategic Retirement Program ranks in the 84th 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 Retirement Program? ▼
Among 401(k) plans in other states, the closest by assets is Fibre Federal Credit Union Savings Retirement Plan in WA ($50M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Retirement Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants, $7M 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 133745616.

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.