401(k) · DOL Form 5500 · 2022

Aligned Equity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
154
Participants Small participant base
60th
Percentile by assets National rank
$52,020
Avg per participant Low balance/head
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Official DOL plan name: Aligned Equity Partners, LLC Retirement Plan · Sponsored by Aligned Equity Partners, LLC · Tennessee · Manufacturing

$8M in assets, 154 participants

Aligned Equity Partners, LLC's Aligned Equity Partners, LLC Retirement Plan reported $8M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #9,561 in Manufacturing (20,602 peers)

Coverage in Tennessee

Aligned Equity Partners, LLC Retirement Plan covers 154 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#9,561
in Manufacturing (20,602 peers)
-20.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aligned Equity Partners, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Aligned Equity Partners, LLC Retirement Plan vs every filed plan by assets

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

$8,011,045 Top 40% higher than 60% 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

Aligned Equity Partners, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aligned Equity Partners, LLC Retirement Plan sits mid-pack in the medium band (154 participants).

DOL schedule card

Filing strip 454737185 · Aligned Equity Partners, LLC PY 2022 · 401(k)

Aligned Equity Partners, LLC Retirement Plan · $8M · 154 · 60th

  • PCT $8M
  • PCT 154
  • PCT 60th
  • PCT 401(k)
  • PCT near Patriot National Inc. 401(k) Employee Savings Plan
  • PCT ind #9561

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 Manufacturing retirement plans → · Plans in Tennessee →

Aligned Equity Partners, LLC Retirement Plan in the asset neighbourhood

Aligned Equity Partners, LLC Retirement PlanAligned Equity Partners, LLC…$8MPatriot National Inc. 401(k) Employee Savings PlanPatriot National Inc. 401(k)…$8MInfinity Construction Co., Inc. 401(k) PlanInfinity Construction Co., I…$8MArgent International 401(k) PlanArgent International 401(k) …$8MMacedon Consulting, Inc. 401(k) P/S PlanMacedon Consulting, Inc. 401…$8M
End-of-year total assets ($M) among Aligned Equity Partners, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN454737185
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aligned Equity Partners, LLC)

Sponsor-wide plan assets over time

All Aligned Equity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.075958255134005% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.01M $10.5M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 154 $8M
2023 1 160 $9M
2024 1 154 $11M

Nearby 401(k) Plans in Tennessee

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

Aligned Equity Partners, LLC Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Aligned Equity Partners, LLC Retirement Plan, Total assets ($B): 0.008011045 · Participants: 154Aligned Equity Partners, LLC Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Aligned Equity Partners, LLC Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Aligned Equity Partners, LLC Retirement Plan side-by-side with 3 peers →

Aligned Equity Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Patriot National Inc. 401(k) Employee Savings Plan in FL ($8M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Aligned Equity Partners, LLC Retirement Plan assets move in 2022? ▼
Aligned Equity Partners, LLC Retirement Plan declined sharply - down 20.5% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Aligned Equity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aligned Equity Partners, LLC's sponsor-wide assets grew 31.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Aligned Equity Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patriot National Inc. 401(k) Employee Savings Plan in FL ($8M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Aligned Equity Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 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 454737185.

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.