Profit Sharing · DOL Form 5500 · 2024
Strategic Alpha Inc. Profit Sharing Plan
Data updated 2026-07-24
- $66M
- Total assets
- 101
- Participants
- 87th
- Percentile by assets
- $656,791
- Avg per participant
Official DOL plan name: Strategic Alpha Inc. 401(k) Retirement Plan · Sponsored by Strategic Alpha Inc. · Virginia · Finance & Insurance
$66M in assets, 101 participants
Strategic Alpha Inc.'s Strategic Alpha Inc. 401(k) Retirement Plan reported $66M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 116,472 plans)
Coverage in Virginia
Strategic Alpha Inc. 401(k) Retirement Plan covers 101 participants in Virginia, about 13% of the average Virginia filer (state average ~781 per filing). Assets: $66M.
- $66M
- total plan assets (2024 EOY)
- 101
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $656,791
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Strategic Alpha Inc. 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Strategic Alpha Inc. 401(k) Retirement Plan reported participants fell from 105 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Strategic Alpha Inc. 401(k) Retirement Plan end-of-year assets fell from $68M in the plan year 2023 filing to $66M in the plan year 2024 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 781 participants across 3,490 plans. Strategic Alpha Inc. 401(k) Retirement Plan reports 101 participants - about 13% of that state average ($66M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$2M |
| Employer EIN | 833111090 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Strategic Alpha Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $58M |
| 2023 | 1 | 105 | $68M |
| 2024 | 1 | 101 | $66M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Strategic Alpha Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Strategic Alpha Inc. 401(k) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Strategic Alpha Inc. 401(k) Retirement Plan assets move in 2024? ▼
How have Strategic Alpha Inc. plan assets changed over time? ▼
Where does Strategic Alpha Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
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Filing takeaways
Ways to act on Strategic Alpha Inc. 401(k) Retirement Plan's numbers.
- By total assets, Strategic Alpha Inc. 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Strategic Alpha Inc.'s sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 833111090.
Read our methodology - how this data is sourced, computed, and verified.