401(k) · DOL Form 5500 · 2022

Alpert & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
63rd
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Alpert & Associates, Inc. 401(k) Plan II · Sponsored by Alpert & Associates, Inc. · California · Professional & Technical Services

$9M in assets, 3 participants

Alpert & Associates, Inc.'s Alpert & Associates, Inc. 401(k) Plan II reported $9M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,363 in Professional & Technical Services (21,562 peers)

Alpert & Associates, Inc. multi-year trail

Alpert & Associates, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Alpert & Associates, Inc. 401(k) Plan II at $9M / 3 participants.

#13,363
in Professional & Technical Services (21,562 peers)
-12.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alpert & Associates, Inc. 401(k) Plan II's mid-pack asset rank among Professional & Technical Services and all filers

Alpert & Associates, Inc. 401(k) Plan II vs every filed plan by assets

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

$9,290,611 Top 37% higher than 63% 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

Alpert & Associates, Inc. 401(k) Plan II among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpert & Associates, Inc. 401(k) Plan II is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 953900261 · Alpert & Associates, Inc. PY 2022 · 401(k)

Alpert & Associates, Inc. 401(k) Plan II · $9M · 3 · 63rd

  • EBSA $9M
  • PART 3
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan
  • VS-ST ind #13363

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 Professional & Technical Services retirement plans → · Plans in California →

Alpert & Associates, Inc. 401(k) Plan II in the asset neighbourhood

Alpert & Associates, Inc. 401(k) Plan IIAlpert & Associates, Inc. 40…$9MRockland Flooring & Quality One Woodwork 401(k) Profit Sharing PlanRockland Flooring & Quality …$9MJonah Bank of Wyoming 401(k) Profit Sharing Plan & TrustJonah Bank of Wyoming 401(k)…$9MTigerpoly Manufacturing, Inc. Associates' Retirement PlanTigerpoly Manufacturing, Inc…$9MQuantum Plastics 401(k) Plan$9M
End-of-year total assets ($M) among Alpert & Associates, Inc. 401(k) Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alpert & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alpert & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 10.51109555657857% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.29M $10.3M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 3 $9M
2023 1 3 $10M
2024 1 4 $10M

Alpert & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN953900261
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alpert & Associates, Inc. 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alpert & Associates, Inc. 401(k) Plan II, Total assets ($B): 0.009290611 · Participants: 3Alpert & Associates, Inc. 401(k) Plan IIWells 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
Alpert & Associates, Inc. 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare Alpert & Associates, Inc. 401(k) Plan II side-by-side with 3 peers →

Alpert & Associates, Inc. 401(k) Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan in MN ($9M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Alpert & Associates, Inc. 401(k) Plan II assets move in 2022? ▼
Alpert & Associates, Inc. 401(k) Plan II pulled back noticeably - down 12.2% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Alpert & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpert & Associates, Inc.'s sponsor-wide assets grew 10.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Alpert & Associates, Inc. 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan in MN ($9M, 549 participants).
Which 401(k) plans cover a similar participant headcount to Alpert & Associates, Inc. 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 953900261.

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.