401(k) · DOL Form 5500 · 2022
Alford Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $882,577
- Avg per participant High balance/head
Official DOL plan name: Alford Associates, Inc. Profit Sharing Plan & Trust · Sponsored by Alford Associates, Inc. · Connecticut · Professional & Technical Services
$4M in assets, 4 participants
Alford Associates, Inc.'s Alford Associates, Inc. Profit Sharing Plan & Trust reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #8,828 in Professional & Technical Services (21,562 peers)
Alford Associates, Inc. multi-year trail
Alford Associates, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Alford Associates, Inc. Profit Sharing Plan & Trust at $4M / 4 participants.
- #8,828
- in Professional & Technical Services (21,562 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $512K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alford Associates, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Alford Associates, Inc. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,530,308 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alford Associates, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alford Associates, Inc. Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 061029685 · Alford Associates, Inc. PY 2022 · 401(k)
Alford Associates, Inc. Profit Sharing Plan & Trust · $4M · 4 · 44th
- VS-ST $4M
- BOY 4
- SCH 44th
- EBSA 401(k)
- PART near Reverie 401(k) Plan
- TYPE ind #8828
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 Connecticut →
Alford Associates, Inc. Profit Sharing Plan & Trust in the asset neighbourhood
Alford Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Alford Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 23.295842742332965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 4 | $4M |
Alford Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$512K |
| Employer EIN | 061029685 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Alford Associates, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Reverie 401(k) Plan in MI ($4M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.