401(k) · DOL Form 5500 · 2022

Alexis Management Inc 401(k) Plan

Data updated 2026-08-25

$868K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$289,196
Avg per participant High balance/head
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Official DOL plan name: Alexis Management Inc 401(k) Plan · Sponsored by Alexis Management Inc · Georgia · Professional & Technical Services

$868K in assets, 3 participants

Alexis Management Inc's Alexis Management Inc 401(k) Plan reported $868K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,255 in Professional & Technical Services (21,562 peers)

Alexis Management Inc multi-year trail

Alexis Management Inc's plans moved +68.9% in assets from 2022 to 2024; this filing shows Alexis Management Inc 401(k) Plan at $868K / 3 participants.

#4,255
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY

The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alexis Management Inc 401(k) Plan among the smaller filed plans by assets

Alexis Management Inc 401(k) Plan vs every filed plan by assets

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

$867,589 24th percentile higher than 24% 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

Alexis Management Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexis Management Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 201919931 · Alexis Management Inc PY 2022 · 401(k)

Alexis Management Inc 401(k) Plan · $868K · 3 · 24th

  • EBSA $868K
  • PART 3
  • TYPE 24th
  • NET 401(k)
  • BOOK near Water Lilies Food, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #4255

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 Georgia →

Alexis Management Inc 401(k) Plan in the asset neighbourhood

Alexis Management Inc 401(k) PlanAlexis Management Inc 401(k)…$868KWater Lilies Food, LLC 401(k) Profit Sharing PlanWater Lilies Food, LLC 401(k…$868KBehringer Holdings, Inc. 401(k) Profit Sharing PlanBehringer Holdings, Inc. 401…$868KMhi Service Inc. 401(k) Profit Sharing PlanMhi Service Inc. 401(k) Prof…$867KInstructional Coaching Group, LLC 401(k) PlanInstructional Coaching Group…$867K
End-of-year total assets ($M) among Alexis Management Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alexis Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Alexis Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 68.87108988242129% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.87M $1.47M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 3 $868K
2023 1 5 $1M
2024 1 6 $1M

Alexis Management Inc filing trail (2022)

Total Assets (Beginning of Year)$981K
Net Assets (End of Year)$868K
Net Income-$114K
Employer EIN201919931
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Alexis Management Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Alexis Management Inc 401(k) Plan, Total assets ($B): 0.000867589 · Participants: 3Alexis Management Inc 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Alexis Management Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Alexis Management Inc 401(k) Plan side-by-side with 3 peers →

Alexis Management Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Water Lilies Food, LLC 401(k) Profit Sharing Plan in NY ($868K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Alexis Management Inc 401(k) Plan assets move in 2022? ▼
Alexis Management Inc 401(k) Plan pulled back noticeably - down 11.6% during 2022, from $981K to $868K. Reported net income was -$114K.
How have Alexis Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexis Management Inc's sponsor-wide assets grew 68.9%, from $868K to $1M.
Where does Alexis Management Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Alexis Management Inc 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alexis Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Water Lilies Food, LLC 401(k) Profit Sharing Plan in NY ($868K, 296 participants).
Which 401(k) plans cover a similar participant headcount to Alexis Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 201919931.

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.