401(k) · DOL Form 5500 · 2022

Alice and Olivia, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
235
Participants Below avg headcount
58th
Percentile by assets National rank
$31,090
Avg per participant Low balance/head
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Official DOL plan name: Alice and Olivia, LLC 401(k) Plan · Sponsored by Alice and Olivia, LLC · New Jersey · Wholesale Trade

$7M in assets, 235 participants

Alice and Olivia, LLC's Alice and Olivia, LLC 401(k) Plan reported $7M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,338 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Alice and Olivia, LLC 401(k) Plan covers 235 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.

#3,338
in Wholesale Trade (6,843 peers)
-5.7%
assets change YoY

The plan reported a net loss of $445K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alice and Olivia, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Alice and Olivia, LLC 401(k) Plan vs every filed plan by assets

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

$7,306,264 Top 42% higher than 58% 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

Alice and Olivia, LLC 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. Alice and Olivia, LLC 401(k) Plan sits mid-pack in the medium band (235 participants).

Published 5500 schedule card

Filing strip 010580869 · Alice and Olivia, LLC PY 2022 · 401(k)

Alice and Olivia, LLC 401(k) Plan · $7M · 235 · 58th

  • RANK $7M
  • PHOTO 235
  • IND 58th
  • EOY 401(k)
  • 5500 near Town & Country Bank and Trust Company 401(k) Profit Sharing Plan
  • ASSETS ind #3338

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 Jersey →

Alice and Olivia, LLC 401(k) Plan in the asset neighbourhood

Alice and Olivia, LLC 401(k) PlanAlice and Olivia, LLC 401(k)…$7MTown & Country Bank and Trust Company 401(k) Profit Sharing PlanTown & Country Bank and Trus…$7MSrs Consulting, Inc 401(k) Profit Sharing PlanSrs Consulting, Inc 401(k) P…$7MAllyis Retirement Plan$7MUpstate Farms Dairy, LLC Retirement PlanUpstate Farms Dairy, LLC Ret…$7M
End-of-year total assets ($M) among Alice and Olivia, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$445K
Employer EIN010580869
Plan Effective Date2005-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Alice and Olivia, LLC)

Sponsor-wide plan assets over time

All Alice and Olivia, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 85.65648599612607% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.31M $13.6M ▲ +85.5%
Year Plans Participants Total Assets
2022 1 235 $7M
2023 1 260 $11M
2024 1 306 $14M

Nearby 401(k) Plans in New Jersey

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

Alice and Olivia, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Alice and Olivia, LLC 401(k) Plan, Total assets ($B): 0.007306264 · Participants: 235Alice and Olivia, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Alice and Olivia, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Alice and Olivia, LLC 401(k) Plan side-by-side with 3 peers →

Alice and Olivia, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Town & Country Bank and Trust Company 401(k) Profit Sharing Plan in KY ($7M); by covered participants it is Pinterest 401(k) Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Alice and Olivia, LLC 401(k) Plan assets move in 2022? ▼
Alice and Olivia, LLC 401(k) Plan pulled back noticeably - down 5.7% during 2022, from $8M to $7M. Reported net income was -$445K.
How have Alice and Olivia, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alice and Olivia, LLC's sponsor-wide assets grew 85.7%, from $7M to $14M.
Which 401(k) plans are similar in size to Alice and Olivia, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Town & Country Bank and Trust Company 401(k) Profit Sharing Plan in KY ($7M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Alice and Olivia, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (235 participants, $5M 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 010580869.

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.