401(k) · DOL Form 5500 · 2022

Fred Alger & Company, LLC 401(k) Plan

Data updated 2026-08-11

$80M
Total assets
175
Participants
91st
Percentile by assets
$456,085
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$80M
total plan assets (2022 EOY)
175
covered participants
91st
percentile by assets (of 139,126 plans)
$456,085
avg assets per participant

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.

Where Fred Alger & Company, LLC 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Fred Alger & Company, LLC 401(k) Profit Sharing Plan reports 175 participants - about 22% of that state average ($80M EOY assets).

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)

$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.4%
Total plan assets by year, all Fred Alger & Company, LLC plans on file
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 ($B) Participants Fred Alger & Company…, Total assets ($B): 0.079814915 · Participants: 175Fred Alger & Company…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fred Alger & Company, LLC 401(k) Profit Sharing Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Fred Alger & Company, LLC 401(k) Profit Sharing Plan's numbers.