401(k)
2022 plan-year 401(k) DOL Form 5500

Alexander School, Inc. 401(k)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alexander School, Inc. · Florida · Educational Services

What the 2023 filing shows

Alexander School, Inc. 401(k) holds $2M for 122 participants — about $12,634 per participant, down 21.3% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
122
covered participants
$12,634
avg assets per participant
-21.3%
assets change YoY

The plan reported a net loss of $418K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
122
State
Industry
Educational Services

What the Filing Says About Alexander School, Inc. 401(k)

Alexander School, Inc. 401(k) is a 401(k) retirement plan sponsored by Alexander School, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 122 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 591114395, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 21.3%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-417,969 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-417,969
Plan Type401(k)
Employer EIN591114395
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alexander School, Inc.)

Year Plans Participants Total Assets
2022 1 122 $2M
2023 1 101 N/A
2024 1 114 N/A

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Frequently Asked Questions

How much money is in the Alexander School, Inc. 401(k)?
As of the 2022 Form 5500 filing, Alexander School, Inc. 401(k) holds $2M in total assets with 122 participants. It is sponsored by Alexander School, Inc..
What type of plan is Alexander School, Inc. 401(k)?
Alexander School, Inc. 401(k) is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 591114395.
Who sponsors the Alexander School, Inc. 401(k)?
Alexander School, Inc. 401(k) is sponsored by Alexander School, Inc., located in Florida. The sponsor's EIN is 591114395 and the plan operates in the Educational Services industry.
How did Alexander School, Inc. 401(k) perform in 2022?
Alexander School, Inc. 401(k) declined by 21.3% during 2022, moving from $2M to $2M in total assets. Net income was $-417,969.
Where can I find official filings for Alexander School, Inc. 401(k)?
Official Form 5500 filings for Alexander School, Inc. 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591114395 or plan name at efast.dol.gov.
How does Alexander School, Inc. 401(k) compare to other plans?
You can compare Alexander School, Inc. 401(k) against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 591114395.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.