401(k) · DOL Form 5500 · 2022

A.L. George LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
205
Participants Below avg headcount
71st
Percentile by assets National rank
$68,842
Avg per participant Below avg balance/head
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Official DOL plan name: A.L. George LLC. 401(k) Salary Savings Plan · Sponsored by A.L. George LLC · New York · Wholesale Trade

$14M in assets, 205 participants

A.L. George LLC's A.L. George LLC. 401(k) Salary Savings Plan reported $14M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,569 in Wholesale Trade (6,843 peers)

Coverage in New York

A.L. George LLC. 401(k) Salary Savings Plan covers 205 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $14M.

#4,569
in Wholesale Trade (6,843 peers)
-16.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A.L. George LLC. 401(k) Salary Savings Plan's outsized position by total assets

A.L. George LLC. 401(k) Salary Savings Plan vs every filed plan by assets

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

$14,112,511 Top 29% higher than 71% 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

A.L. George LLC. 401(k) Salary Savings 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. A.L. George LLC. 401(k) Salary Savings Plan sits mid-pack in the medium band (205 participants).

Plan-year Form 5500 strip

Filing strip 161613705 · A.L. George LLC PY 2022 · 401(k)

A.L. George LLC. 401(k) Salary Savings Plan · $14M · 205 · 71st

  • 5500 $14M
  • 5500 205
  • 5500 71st
  • 5500 401(k)
  • 5500 near Dudek & Bock 401(k) Tax Deferred Savings Plan
  • 5500 ind #4569

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 Wholesale Trade retirement plans → · Plans in New York →

A.L. George LLC. 401(k) Salary Savings Plan in the asset neighbourhood

The Chamber of Commerce for Greater Philadelphia 401(k) PlanThe Chamber of Commerce for …$14MA.L. George LLC. 401(k) Salary Savings PlanA.L. George LLC. 401(k) Sala…$14MDudek & Bock 401(k) Tax Deferred Savings PlanDudek & Bock 401(k) Tax Defe…$14MHeart of America 401(k) Plan$14MHamra Enterprises Employees 401(k) PlanHamra Enterprises Employees …$14M
End-of-year total assets ($M) among A.L. George LLC. 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN161613705
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L. George LLC)

Sponsor-wide plan assets over time

All A.L. George LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.167203979504428% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $15.8M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 205 $14M
2023 1 221 $16M
2024 1 244 $16M

Nearby 401(k) Plans in New York

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

A.L. George LLC. 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants A.L. George LLC. 401(k) Salary Savings Plan, Total assets ($B): 0.014112511 · Participants: 205A.L. George LLC. 401(k) Salary Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
A.L. George LLC. 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

A.L. George LLC. 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dudek & Bock 401(k) Tax Deferred Savings Plan in IL ($14M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 A.L. George LLC. 401(k) Salary Savings Plan assets move in 2022?
A.L. George LLC. 401(k) Salary Savings Plan declined sharply - down 16.5% during 2022, from $17M to $14M. Reported net income was -$3M.
How have A.L. George LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), A.L. George LLC's sponsor-wide assets grew 12.2%, from $14M to $16M.
Which 401(k) plans are similar in size to A.L. George LLC. 401(k) Salary Savings Plan?
Among 401(k) plans in other states, the closest by assets is Dudek & Bock 401(k) Tax Deferred Savings Plan in IL ($14M, 153 participants).
Which 401(k) plans cover a similar participant headcount to A.L. George LLC. 401(k) Salary Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 participants, N/A in assets).