Profit Sharing · DOL Form 5500 · 2024

Strategic Alpha Inc. Profit Sharing Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
101
Participants Small participant base
87th
Percentile by assets National rank
$656,791
Avg per participant High balance/head
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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.

  • #6,843 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Strategic Alpha Inc. 401(k) Retirement Plan covers 101 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $66M.

#6,843
in Finance & Insurance (8,549 peers)
-2.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Strategic Alpha Inc. 401(k) Retirement Plan's outsized position by total assets

Strategic Alpha Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$66,335,907 Top 13% higher than 87% 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 Alpha Inc. 401(k) 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 Alpha Inc. 401(k) Retirement Plan sits mid-pack in the medium band (101 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833111090 · Strategic Alpha Inc. PY 2024 · Profit Sharing

Strategic Alpha Inc. 401(k) Retirement Plan · $66M · 101 · 87th

  • ASSETS $66M
  • ASSETS 101
  • ASSETS 87th
  • ASSETS Profit Sharing
  • ASSETS near Kitchell Affiliates Employees' Profit Sharing Plan
  • ASSETS ind #6843

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 Virginia →

Strategic Alpha Inc. 401(k) Retirement Plan in the asset neighbourhood

Profit Sharing Plan for Employees of Tanana Chiefs ConferenceProfit Sharing Plan for Empl…$67MFresno Truck Center Profit Sharing PlanFresno Truck Center Profit S…$67MKitchell Affiliates Employees' Profit Sharing PlanKitchell Affiliates Employee…$66MStrategic Alpha Inc. 401(k) Retirement PlanStrategic Alpha Inc. 401(k) …$66MHamamatsu Corporation Profit Sharing PlanHamamatsu Corporation Profit…$66M
End-of-year total assets ($M) among Strategic Alpha Inc. 401(k) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$66M
Net Income-$2M
Employer EIN833111090
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Alpha Inc.)

Sponsor-wide plan assets over time

All Strategic Alpha Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 14.83224966189129% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.8M $66.3M ▲ +14.8%
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 Scatter plot of 6 data points. -20000200040006000 00.511.5 Total assets ($B) Participants Strategic Alpha Inc. 401(k) Retirement Plan, Total assets ($B): 0.066335907 · Participants: 101Strategic Alpha Inc. 401(k) Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Strategic Alpha Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Strategic Alpha Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest Profit Sharing by assets is Kitchell Affiliates Employees' Profit Sharing Plan in AZ ($66M); by covered participants it is United Surety & Indemnity Co. Coda Profit Sharing Plan in PR (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Alpha Inc. 401(k) Retirement Plan assets move in 2024? ▼
Strategic Alpha Inc. 401(k) Retirement Plan edged down modestly - down 2.6% during 2024, from $68M to $66M. Reported net income was -$2M.
How have Strategic Alpha Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Alpha Inc.'s sponsor-wide assets grew 14.8%, from $58M to $66M.
Where does Strategic Alpha Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Strategic Alpha Inc. 401(k) Retirement Plan ranks in the 87th 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 Profit Sharing plans are similar in size to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kitchell Affiliates Employees' Profit Sharing Plan in AZ ($66M, 557 participants).
Which Profit Sharing plans cover a similar participant headcount to Strategic Alpha Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United Surety & Indemnity Co. Coda Profit Sharing Plan in PR (101 participants, $8M 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 833111090.

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.