401(k) · DOL Form 5500 · 2022
Alphadyne Asset Management, LP 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $295,373
- Avg per participant High balance/head
Official DOL plan name: Alphadyne Asset Management, LP Incentive Savings Trust · Sponsored by Alphadyne Asset Management, LP · New York · Finance & Insurance
$27M in assets, 90 participants
Alphadyne Asset Management, LP's Alphadyne Asset Management, LP Incentive Savings Trust reported $27M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #6,467 in Finance & Insurance (9,261 peers)
Where Alphadyne Asset Management, LP Incentive Savings Trust sits by assets
Alphadyne Asset Management, LP Incentive Savings Trust sits in the top quartile of all filed plans by assets, $27M for 90 participants (~$295,373/participant), down 9.0% in 2022.
- #6,467
- in Finance & Insurance (9,261 peers)
- -9.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alphadyne Asset Management, LP Incentive Savings Trust's outsized position by total assets
Alphadyne Asset Management, LP Incentive Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,583,537 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alphadyne Asset Management, LP Incentive Savings Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alphadyne Asset Management, LP Incentive Savings Trust is a small filing (90 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 571220818 · Alphadyne Asset Management, LP PY 2022 · 401(k)
Alphadyne Asset Management, LP Incentive Savings Trust · $27M · 90 · 81st
- RANK $27M
- RANK 90
- RANK 81st
- RANK 401(k)
- RANK near Time Manufacturing Company 401(k) Plan
- RANK ind #6467
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 New York →
Alphadyne Asset Management, LP Incentive Savings Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$3M |
| Employer EIN | 571220818 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alphadyne Asset Management, LP)
Sponsor-wide plan assets over time
All Alphadyne Asset Management, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 53.20624941669726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $27M |
| 2023 | 1 | 92 | $34M |
| 2024 | 1 | 93 | $41M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Alphadyne Asset Management, LP Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Time Manufacturing Company 401(k) Plan in TX ($27M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Time Manufacturing Company 401(k) Plan (TX) $27M · 966
- Distributing Services 401(k) Plan (TN) $27M · 1,668
- Jordan Foster Companies 401(k) Profit Sharing Plan (TX) $27M · 618
- Houzz 401(k) Plan (CA) $27M · 782
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Choicelegal Retirement Savings Plan (FL) 90 · 0 off
- Pacific Enterprise Bank 401(k)Plan (CA) 90 · 0 off
- Ambulatory Medical Care, Inc. Savings and Retirement Plan (OH) 90 · 0 off
- Marine Interior Systems 401(k) Plan (LA) 90 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.