401(k) · DOL Form 5500 · 2024

Strategic Materials 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
558
Participants Below avg headcount
71st
Percentile by assets National rank
$36,743
Avg per participant Low balance/head
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Official DOL plan name: Strategic Materials Employee Retirement Plan · Sponsored by Strategic Materials · Texas · Wholesale Trade

$21M in assets, 558 participants

Strategic Materials's Strategic Materials Employee Retirement Plan reported $21M in total assets and 558 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,069 in Wholesale Trade (6,080 peers)

Strategic Materials multi-year trail

Strategic Materials's plans moved +36.2% in assets from 2022 to 2024; this filing shows Strategic Materials Employee Retirement Plan at $21M / 558 participants.

#4,069
in Wholesale Trade (6,080 peers)
+9.3%
assets growth YoY

Strategic Materials Employee Retirement Plan's outsized position by total assets

Strategic Materials Employee Retirement Plan vs every filed plan by assets

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

$20,502,860 Top 29% higher than 71% 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 Materials Employee 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. Strategic Materials Employee Retirement Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic Materials Employee Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Strategic Materials Employee Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Strategic Materials Employee Retirement Plan reported participants fell from 586 in the plan year 2023 filing to 558 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760297116 · Strategic Materials PY 2024 · 401(k)

Strategic Materials Employee Retirement Plan · $21M · 558 · 71st

  • IND $21M
  • EOY 558
  • 5500 71st
  • ASSETS 401(k)
  • PCT near Nasco 401(k) Plan
  • EIN ind #4069

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 Wholesale Trade retirement plans → · Plans in Texas →

Strategic Materials Employee Retirement Plan in the asset neighbourhood

Strategic Materials Employee Retirement PlanStrategic Materials Employee…$21MNasco 401(k) Plan$21MBituminous Paving Employee's Profit Sharing Plan & TrustBituminous Paving Employee's…$21MSaint Agnes Medical Providers 401(k) PlanSaint Agnes Medical Provider…$21MAdvocates for Human Potential, Inc. 401(k) Profit Sharing PlanAdvocates for Human Potentia…$21M
End-of-year total assets ($M) among Strategic Materials Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Strategic Materials multi-year asset trail

Sponsor-wide plan assets over time

All Strategic Materials plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.189621779116365% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.5M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 585 $15M
2023 1 586 $19M
2024 1 558 $21M

Strategic Materials filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN760297116
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Strategic Materials Employee Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Strategic Materials Employee Retirement Plan, Total assets ($B): 0.02050286 · Participants: 558Strategic Materials Employee Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Strategic Materials Employee Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Strategic Materials Employee Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Nasco 401(k) Plan in NY ($21M); by covered participants it is Niantic, Inc. 401(k) Plan in CA (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Materials Employee Retirement Plan assets move in 2024? ▼
Strategic Materials Employee Retirement Plan grew at a solid clip - up 9.3% during 2024, from $19M to $21M. Reported net income was $2M.
How have Strategic Materials plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Materials's sponsor-wide assets grew 36.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Strategic Materials Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nasco 401(k) Plan in NY ($21M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Materials Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Niantic, Inc. 401(k) Plan in CA (558 participants, $94M 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 760297116.

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.