401(k) · DOL Form 5500 · 2022

Alumni Ventures Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
142
Participants Small participant base
62nd
Percentile by assets National rank
$62,176
Avg per participant Low balance/head
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Official DOL plan name: Alumni Ventures 401(k) Plan · Sponsored by Alumni Ventures Group, LLC · New Hampshire · Finance & Insurance

$9M in assets, 142 participants

Alumni Ventures Group, LLC's Alumni Ventures 401(k) Plan reported $9M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,236 in Finance & Insurance (9,261 peers)

Coverage in New Hampshire

Alumni Ventures 401(k) Plan covers 142 participants in New Hampshire, about 47% of the average New Hampshire filer (state average ~301 per filing). Assets: $9M.

#4,236
in Finance & Insurance (9,261 peers)
+8.4%
assets growth YoY

Alumni Ventures 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Alumni Ventures 401(k) Plan vs every filed plan by assets

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

$8,828,934 Top 38% higher than 62% 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

Alumni Ventures 401(k) 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. Alumni Ventures 401(k) Plan sits mid-pack in the medium band (142 participants).

Form 5500 schedule snapshot

Filing strip 463009852 · Alumni Ventures Group, LLC PY 2022 · 401(k)

Alumni Ventures 401(k) Plan · $9M · 142 · 62nd

  • EOY $9M
  • EOY 142
  • EOY 62nd
  • EOY 401(k)
  • EOY near Bga Employee Incentive Savings Plan
  • EOY ind #4236

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 New Hampshire →

Alumni Ventures 401(k) Plan in the asset neighbourhood

Alumni Ventures 401(k) Plan$9MBga Employee Incentive Savings PlanBga Employee Incentive Savin…$9MBrady's Welding & Machine Shop 401(k) PlanBrady's Welding & Machine Sh…$9MGriffis Residential 401(k) PlanGriffis Residential 401(k) P…$9MAllen Press, Inc. 401(k) Retirement PlanAllen Press, Inc. 401(k) Ret…$9M
End-of-year total assets ($M) among Alumni Ventures 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$683K
Employer EIN463009852
Plan Effective Date2017-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alumni Ventures Group, LLC)

Sponsor-wide plan assets over time

All Alumni Ventures Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 74.4734641803869% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $8.83M $15.4M ▲ +74.4%
Year Plans Participants Total Assets
2022 1 142 $9M
2023 1 132 $12M
2024 1 126 $15M

Nearby 401(k) Plans in New Hampshire

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

Alumni Ventures 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Alumni Ventures 401(k) Plan, Total assets ($M): 8.828934 · Participants: 142Alumni Ventures 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Alumni Ventures 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Alumni Ventures 401(k) Plan side-by-side with 3 peers →

Alumni Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Bga Employee Incentive Savings Plan in TX ($9M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Alumni Ventures 401(k) Plan assets move in 2022? ▼
Alumni Ventures 401(k) Plan grew at a solid clip - up 8.4% during 2022, from $8M to $9M. Reported net income was $683K.
How have Alumni Ventures Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alumni Ventures Group, LLC's sponsor-wide assets grew 74.5%, from $9M to $15M.
Which 401(k) plans are similar in size to Alumni Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bga Employee Incentive Savings Plan in TX ($9M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Alumni Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K 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 463009852.

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.