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

Alphia, Inc. 401(k) Plan

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

Sponsored by Alphia Inc. ยท Colorado ยท Manufacturing

What the 2023 filing shows

Alphia, Inc. 401(k) Plan holds $42M for 434 participants - about $96,861 per participant, up 138.0% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
434
covered participants
$96,861
avg assets per participant
+138.0%
assets growth YoY

The plan reported a net loss of $12M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
434
State
Industry
Manufacturing

What the Filing Says About Alphia, Inc. 401(k) Plan

Alphia, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Alphia Inc., headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 434 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930904319, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $42M at year-end โ€” a gain of 138.0%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-12,202,963 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 โ€” 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)$18M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-12,202,963
Plan Type401(k)
Employer EIN930904319
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alphia Inc.)

Year Plans Participants Total Assets
2022 1 434 $42M
2023 1 983 $53M
2024 1 990 $55M

Nearby 401(k) Plans in Colorado

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Frequently Asked Questions

How much money is in the Alphia, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Alphia, Inc. 401(k) Plan holds $42M in total assets with 434 participants. It is sponsored by Alphia Inc..
What type of plan is Alphia, Inc. 401(k) Plan?
Alphia, Inc. 401(k) Plan 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 930904319.
Who sponsors the Alphia, Inc. 401(k) Plan?
Alphia, Inc. 401(k) Plan is sponsored by Alphia Inc., located in Colorado. The sponsor's EIN is 930904319 and the plan operates in the Manufacturing industry.
How did Alphia, Inc. 401(k) Plan perform in 2022?
Alphia, Inc. 401(k) Plan grew by 138.0% during 2022, moving from $18M to $42M in total assets. Net income was $-12,202,963.
Where can I find official filings for Alphia, Inc. 401(k) Plan?
Official Form 5500 filings for Alphia, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930904319 or plan name at efast.dol.gov.
How does Alphia, Inc. 401(k) Plan compare to other plans?
You can compare Alphia, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Colorado 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) โ€” original filing retrieval by EIN 930904319.

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

Reference: IRS Publication 590-B โ€” 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.