401(k) · DOL Form 5500 · 2022

Harvey Alpert & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
55th
Percentile by assets National rank
$365,421
Avg per participant High balance/head
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Official DOL plan name: Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Harvey Alpert & Company, Inc. · California · Manufacturing

$6M in assets, 17 participants

Harvey Alpert & Company, Inc.'s Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #8,218 in Manufacturing (20,602 peers)

Harvey Alpert & Company, Inc. multi-year trail

Harvey Alpert & Company, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan at $6M / 17 participants.

#8,218
in Manufacturing (20,602 peers)
-13.4%
assets change YoY

The plan reported a net loss of $963K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,212,158 Top 45% higher than 55% of 139,123 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 2022

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 953387314 · Harvey Alpert & Company, Inc. PY 2022 · 401(k)

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan · $6M · 17 · 55th

  • NET $6M
  • NET 17
  • NET 55th
  • NET 401(k)
  • NET near Embassy Properties, Inc. 401(k) Savings Plan
  • NET ind #8218

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 Manufacturing retirement plans → · Plans in California →

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Harvey Alpert & Company, Inc. 401(k) Profit Sharing PlanHarvey Alpert & Company, Inc…$6MEmbassy Properties, Inc. 401(k) Savings PlanEmbassy Properties, Inc. 401…$6MMichael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and TrustMichael Stevens Interests, I…$6MZaremba Management Company 401(k) Retirement Savings PlanZaremba Management Company 4…$6MUniguest 401(k) Profit Sharing PlanUniguest 401(k) Profit Shari…$6M
End-of-year total assets ($M) among Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Harvey Alpert & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harvey Alpert & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.81255789051084% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.21M $8.69M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 17 $6M
2023 1 17 $8M
2024 1 18 $9M

Harvey Alpert & Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$963K
Employer EIN953387314
Plan Effective Date1981-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006212158 · Participants: 17Harvey Alpert & Company, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Embassy Properties, Inc. 401(k) Savings Plan in MO ($6M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $7M to $6M. Reported net income was -$963K.
How have Harvey Alpert & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvey Alpert & Company, Inc.'s sponsor-wide assets grew 39.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Embassy Properties, Inc. 401(k) Savings Plan in MO ($6M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953387314.

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.