401(k) · DOL Form 5500 · 2022

Nicolas Alexander Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
50th
Percentile by assets National rank
$436,852
Avg per participant High balance/head
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Official DOL plan name: Nicolas Alexander Company 401(k) Profit Sharing Plan · Sponsored by Nicolas Alexander Company · California · Real Estate

$5M in assets, 11 participants

Nicolas Alexander Company's Nicolas Alexander Company 401(k) Profit Sharing Plan reported $5M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,430 in Real Estate (5,057 peers)

What the 2022 filing shows

Nicolas Alexander Company 401(k) Profit Sharing Plan holds $5M for 11 participants - about $436,852 per participant, above the median plan by assets.

#3,430
in Real Estate (5,057 peers)
-5.7%
assets change YoY

The plan reported a net loss of $288K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nicolas Alexander Company 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Nicolas Alexander Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,805,377 Top 50% higher than 50% 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

Nicolas Alexander Company 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolas Alexander Company 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 810617378 · Nicolas Alexander Company PY 2022 · 401(k)

Nicolas Alexander Company 401(k) Profit Sharing Plan · $5M · 11 · 50th

  • EOY $5M
  • EOY 11
  • EOY 50th
  • EOY 401(k)
  • EOY near Hartlage Management Company Retirement Savings Plan
  • EOY ind #3430

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 Real Estate retirement plans → · Plans in California →

Nicolas Alexander Company 401(k) Profit Sharing Plan in the asset neighbourhood

Nicolas Alexander Company 401(k) Profit Sharing PlanNicolas Alexander Company 40…$5MHartlage Management Company Retirement Savings PlanHartlage Management Company …$5MGdi 401(k) Plan$5MRoy Farms, Spc 401(k) Plan$5MRevelstoke Capital Management, LLC 401(k) PlanRevelstoke Capital Managemen…$5M
End-of-year total assets ($M) among Nicolas Alexander Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$288K
Employer EIN810617378
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolas Alexander Company)

Sponsor-wide plan assets over time

All Nicolas Alexander Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.78883269037158% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.51M $9.34M ▲ +9.8%
Year Plans Participants Total Assets
2022 2 17 $9M
2023 2 24 $9M
2024 2 28 $9M

Nearby 401(k) Plans in California

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

Nicolas Alexander Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nicolas Alexander Company 401(k) Profit Sharing Plan, Total assets ($B): 0.004805377 · Participants: 11Nicolas Alexander Company 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Nicolas Alexander Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nicolas Alexander Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nicolas Alexander Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hartlage Management Company Retirement Savings Plan in KY ($5M); by covered participants it is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Nicolas Alexander Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Nicolas Alexander Company 401(k) Profit Sharing Plan pulled back noticeably - down 5.7% during 2022, from $5M to $5M. Reported net income was -$288K.
How have Nicolas Alexander Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolas Alexander Company's sponsor-wide assets grew 9.8%, from $9M to $9M.
Which 401(k) plans are similar in size to Nicolas Alexander Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartlage Management Company Retirement Savings Plan in KY ($5M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Nicolas Alexander Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 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 810617378.

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.