401(k) · DOL Form 5500 · 2022
Alden Leeds, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $108,637
- Avg per participant Below avg balance/head
Official DOL plan name: Epstein Affiliated Companies 401(k) Pension Plan · Sponsored by Alden Leeds, Inc. · New Jersey · Wholesale Trade
$13M in assets, 120 participants
Alden Leeds, Inc.'s Epstein Affiliated Companies 401(k) Pension Plan reported $13M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #4,427 in Wholesale Trade (6,843 peers)
Coverage in New Jersey
Epstein Affiliated Companies 401(k) Pension Plan covers 120 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.
- #4,427
- in Wholesale Trade (6,843 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Epstein Affiliated Companies 401(k) Pension Plan's outsized position by total assets
Epstein Affiliated Companies 401(k) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,036,449 Top 30% higher than 70% 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
Epstein Affiliated Companies 401(k) Pension 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. Epstein Affiliated Companies 401(k) Pension Plan sits mid-pack in the medium band (120 participants).
EBSA filing schedule strip
Filing strip 221683651 · Alden Leeds, Inc. PY 2022 · 401(k)
Epstein Affiliated Companies 401(k) Pension Plan · $13M · 120 · 70th
- BOY $13M
- SCH 120
- EBSA 70th
- PART 401(k)
- TYPE near Hagerty Consulting Inc 401(k) Plan
- NET ind #4427
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 →
Epstein Affiliated Companies 401(k) Pension Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$4M |
| Employer EIN | 221683651 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alden Leeds, Inc.)
Sponsor-wide plan assets over time
All Alden Leeds, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 22.339081754548342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $13M |
| 2023 | 1 | 134 | $14M |
| 2024 | 1 | 206 | $10M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Epstein Affiliated Companies 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Hagerty Consulting Inc 401(k) Plan in IL ($13M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Hagerty Consulting Inc 401(k) Plan (IL) $13M · 477
- Network Adjusters, Incorporated 401(k) Profit Sharing Plan & (NY) $13M · 135
- Kofile, Inc. 401(k) Plan (TX) $13M · 572
- Centercal Properties, LLC 401(k) Plan (CA) $13M · 151
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Newco Distributors, Inc. Retirement Plan (CA) 120 · 0 off
- North Coast Container Corp. Union 401(k) Plan & Trust (OH) 120 · 0 off
- Republic Schools 401(k) Plan (TN) 120 · 0 off
- Jamaica Bearings Co. , Inc. Employees 401(k) Savings Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.