Profit Sharing · DOL Form 5500 · 2022

Alexander Investment Partners, Inc. Profit Sharing Plan

Data updated 2026-08-25

$73K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$36,585
Avg per participant Low balance/head
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Official DOL plan name: Alexander Investment Partners, Inc. Retirement Plan · Sponsored by Alexander Investment Partners, Inc. · North Carolina · Real Estate

$73K in assets, 2 participants

Alexander Investment Partners, Inc.'s Alexander Investment Partners, Inc. Retirement Plan reported $73K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #328 in Real Estate (5,057 peers)

Alexander Investment Partners, Inc. multi-year trail

Alexander Investment Partners, Inc.'s plans moved +367.6% in assets from 2022 to 2024; this filing shows Alexander Investment Partners, Inc. Retirement Plan at $73K / 2 participants.

#328
in Real Estate (5,057 peers)
-33.5%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alexander Investment Partners, Inc. Retirement Plan among the smaller filed plans by assets

Alexander Investment Partners, Inc. Retirement Plan vs every filed plan by assets

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

$73,170 5th percentile higher than 5% 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

Alexander Investment Partners, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexander Investment Partners, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 872796932 · Alexander Investment Partners, Inc. PY 2022 · Profit Sharing

Alexander Investment Partners, Inc. Retirement Plan · $73K · 2 · 5th

  • VS-ST $73K
  • VS-ST 2
  • VS-ST 5th
  • VS-ST Profit Sharing
  • VS-ST near Future Focus Enterprises, Inc. Retirement Plan
  • VS-ST ind #328

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 North Carolina →

Alexander Investment Partners, Inc. Retirement Plan in the asset neighbourhood

Alexander Investment Partners, Inc. Retirement PlanAlexander Investment Partner…$73KFuture Focus Enterprises, Inc. Retirement PlanFuture Focus Enterprises, In…$73KEt Al Music Inc Profit Sharing PlanEt Al Music Inc Profit Shari…$73KStackhouse Enterprises, Inc. Retirement PlanStackhouse Enterprises, Inc.…$73KSpanjer Signs Profit Sharing PlanSpanjer Signs Profit Sharing…$73K
End-of-year total assets ($M) among Alexander Investment Partners, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alexander Investment Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alexander Investment Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$342K 367.64657646576467% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.07M $0.34M ▲ +385.7%
Year Plans Participants Total Assets
2022 1 2 $73K
2023 1 2 $282K
2024 1 2 $342K

Alexander Investment Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$73K
Net Income-$37K
Employer EIN872796932
Plan Effective Date2021-10-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Alexander Investment Partners, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Alexander Investment Partners, Inc. Retirement Plan, Total assets ($B): 0.00007317 · Participants: 2Alexander Investment Partners, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Alexander Investment Partners, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Alexander Investment Partners, Inc. Retirement Plan side-by-side with 3 peers →

Alexander Investment Partners, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Future Focus Enterprises, Inc. Retirement Plan in TX ($73K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Alexander Investment Partners, Inc. Retirement Plan assets move in 2022? ▼
Alexander Investment Partners, Inc. Retirement Plan contracted severely - down 33.5% during 2022, from $110K to $73K. Reported net income was -$37K.
How have Alexander Investment Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexander Investment Partners, Inc.'s sponsor-wide assets grew 367.6%, from $73K to $342K.
Where does Alexander Investment Partners, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Alexander Investment Partners, Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Alexander Investment Partners, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Future Focus Enterprises, Inc. Retirement Plan in TX ($73K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Alexander Investment Partners, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 872796932.

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.