401(k) · DOL Form 5500 · 2022

Specialized Alternatives 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
488
Participants Below avg headcount
73rd
Percentile by assets National rank
$32,072
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan for Specialized Alternatives for Fam · Sponsored by Specialized Alternatives · Ohio · Finance & Insurance

$16M in assets, 488 participants

Specialized Alternatives's Employee Benefit Plan for Specialized Alternatives for Fam reported $16M in total assets and 488 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,413 in Finance & Insurance (9,261 peers)

Specialized Alternatives multi-year trail

Specialized Alternatives's plans moved +34.3% in assets from 2022 to 2024; this filing shows Employee Benefit Plan for Specialized Alternatives for Fam at $16M / 488 participants.

#5,413
in Finance & Insurance (9,261 peers)
-14.9%
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.

Employee Benefit Plan for Specialized Alternatives for Fam's outsized position by total assets

Employee Benefit Plan for Specialized Alternatives for Fam vs every filed plan by assets

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

$15,651,358 Top 27% higher than 73% 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

Employee Benefit Plan for Specialized Alternatives for Fam 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. Employee Benefit Plan for Specialized Alternatives for Fam sits mid-pack in the medium band (488 participants).

Form 5500 schedule snapshot

Filing strip 341600251 · Specialized Alternatives PY 2022 · 401(k)

Employee Benefit Plan for Specialized Alternatives for Fam · $16M · 488 · 73rd

  • NET $16M
  • NET 488
  • NET 73rd
  • NET 401(k)
  • NET near Creative Automotive Solutions, Inc. 401(k) Plan
  • NET ind #5413

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 Finance & Insurance retirement plans → · Plans in Ohio →

Employee Benefit Plan for Specialized Alternatives for Fam in the asset neighbourhood

Employee Benefit Plan for Specialized Alternatives for FamEmployee Benefit Plan for Sp…$16MCreative Automotive Solutions, Inc. 401(k) PlanCreative Automotive Solution…$16MAndy J. Egan Company Inc. Employees 401(k) Profit Sharing PlanAndy J. Egan Company Inc. Em…$16MNephrology Associates 401(k) Profit Sharing PlanNephrology Associates 401(k)…$16MBejo Seeds, Inc. 401(k) Savings PlanBejo Seeds, Inc. 401(k) Savi…$16M
End-of-year total assets ($M) among Employee Benefit Plan for Specialized Alternatives for Fam and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Specialized Alternatives multi-year asset trail

Sponsor-wide plan assets over time

All Specialized Alternatives plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.31244752052825% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.7M $21M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 488 $16M
2023 1 423 $18M
2024 1 427 $21M

Specialized Alternatives filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN341600251
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Employee Benefit Plan for Specialized Alternatives for Fam vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Employee Benefit Plan for Specialized Alternatives for Fam, Total assets ($B): 0.015651358 · Participants: 488Employee Benefit Plan for Specialized Alternatives for FamThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Employee Benefit Plan for Specialized Alternatives for Fam vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Employee Benefit Plan for Specialized Alternatives for Fam side-by-side with 3 peers →

Employee Benefit Plan for Specialized Alternatives for Fam's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Creative Automotive Solutions, Inc. 401(k) Plan in KY ($16M); by covered participants it is Mcguyer Homebuilders, Inc. Savings Plan in TX (488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Employee Benefit Plan for Specialized Alternatives for Fam assets move in 2022? ▼
Employee Benefit Plan for Specialized Alternatives for Fam pulled back noticeably - down 14.9% during 2022, from $18M to $16M. Reported net income was -$3M.
How have Specialized Alternatives plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialized Alternatives's sponsor-wide assets grew 34.3%, from $16M to $21M.
Which 401(k) plans are similar in size to Employee Benefit Plan for Specialized Alternatives for Fam? ▼
Among 401(k) plans in other states, the closest by assets is Creative Automotive Solutions, Inc. 401(k) Plan in KY ($16M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan for Specialized Alternatives for Fam? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguyer Homebuilders, Inc. Savings Plan in TX (488 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 341600251.

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.