401(k) · DOL Form 5500 · 2022

Fred Alger & Company, LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
175
Participants Small participant base
91st
Percentile by assets National rank
$456,085
Avg per participant High balance/head
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Official DOL plan name: Fred Alger & Company, LLC 401(k) Profit Sharing Plan · Sponsored by Fred Alger & Company, LLC · New York · Finance & Insurance

$80M in assets, 175 participants

Fred Alger & Company, LLC's Fred Alger & Company, LLC 401(k) Profit Sharing Plan reported $80M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,992 in Finance & Insurance (9,261 peers)

Coverage in New York

Fred Alger & Company, LLC 401(k) Profit Sharing Plan covers 175 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $80M.

#7,992
in Finance & Insurance (9,261 peers)
-25.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fred Alger & Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$79,814,915 Top 9% higher than 91% 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

Fred Alger & Company, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fred Alger & Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (175 participants).

EBSA filing schedule strip

Filing strip 132665689 · Fred Alger & Company, LLC PY 2022 · 401(k)

Fred Alger & Company, LLC 401(k) Profit Sharing Plan · $80M · 175 · 91st

  • RANK $80M
  • PHOTO 175
  • IND 91st
  • EOY 401(k)
  • 5500 near Medstar Affiliates 401(k) Plan
  • ASSETS ind #7992

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 →

Fred Alger & Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing PlanThe Pilots' Association for …$80MHg 401(k) Plan$80MFred Alger & Company, LLC 401(k) Profit Sharing PlanFred Alger & Company, LLC 40…$80MMedstar Affiliates 401(k) PlanMedstar Affiliates 401(k) Pl…$80MFellowship of Christian Athletes Retirement/401(k) PlanFellowship of Christian Athl…$80M
End-of-year total assets ($M) among Fred Alger & Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$80M
Net Income-$27M
Employer EIN132665689
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred Alger & Company, LLC)

Sponsor-wide plan assets over time

All Fred Alger & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$108M 35.35139015057524% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 175 $80M
2023 1 175 $85M
2024 1 170 $108M

Nearby 401(k) Plans in New York

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

Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fred Alger & Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.079814915 · Participants: 175Fred Alger & Company, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fred Alger & Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fred Alger & Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Medstar Affiliates 401(k) Plan in MD ($80M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Fred Alger & Company, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Fred Alger & Company, LLC 401(k) Profit Sharing Plan declined sharply - down 25.3% during 2022, from $107M to $80M. Reported net income was -$27M.
How have Fred Alger & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred Alger & Company, LLC's sponsor-wide assets grew 35.4%, from $80M to $108M.
Where does Fred Alger & Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fred Alger & Company, LLC 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fred Alger & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medstar Affiliates 401(k) Plan in MD ($80M, 1,917 participants).
Which 401(k) plans cover a similar participant headcount to Fred Alger & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 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 132665689.

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.