401(k) · DOL Form 5500 · 2023

Peyser & Alexander Management 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
24
Participants Small participant base
38th
Percentile by assets National rank
$149,382
Avg per participant Above avg balance/head
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Official DOL plan name: Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust · Sponsored by Peyser & Alexander Management · New York · Other Services

$4M in assets, 24 participants

Peyser & Alexander Management's Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,844 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust ranks #4,844 of 7,857 2023 filers by assets (560% of the sector average)-$4M for 24 participants.

#4,844
in Other Services (7,857 peers)
+35.5%
assets growth YoY

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,585,165 38th percentile higher than 38% of 127,068 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 2023

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust reported net income rose from $34K in the plan year 2022 filing to $940K in the plan year 2023 filing.
  • Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134125221 · Peyser & Alexander Management PY 2023 · 401(k)

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust · $4M · 24 · 38th

  • EIN $4M
  • EIN 24
  • EIN 38th
  • EIN 401(k)
  • EIN near Pyramid Food Brokers, Inc. 401(k) Plan
  • EIN ind #4844

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 Other Services retirement plans → · Plans in New York →

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Peyser & Alexander Management 401(k) Profit Sharing Plan & TrustPeyser & Alexander Managemen…$4MPyramid Food Brokers, Inc. 401(k) PlanPyramid Food Brokers, Inc. 4…$4MCooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement PlanCooperativa De Ahorro Y Cred…$4MOwen W. Miller, N.D., Inc., P.S. 401(k) Profit Sharing PlanOwen W. Miller, N.D., Inc., …$4MHandi Quilter, Inc. 401(k) PlanHandi Quilter, Inc. 401(k) P…$4M
End-of-year total assets ($M) among Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$940K
Employer EIN134125221
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peyser & Alexander Management)

Sponsor-wide plan assets over time

All Peyser & Alexander Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.0185039797183% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.65M $4.58M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 24 $4M
2024 1 23 $5M

Nearby 401(k) Plans in New York

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

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003585165 · Participants: 24Peyser & Alexander Management 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pyramid Food Brokers, Inc. 401(k) Plan in TN ($4M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust surged - up 35.5% during 2023, from $3M to $4M. Reported net income was $940K.
How have Peyser & Alexander Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peyser & Alexander Management's sponsor-wide assets grew 73.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pyramid Food Brokers, Inc. 401(k) Plan in TN ($4M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Peyser & Alexander Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134125221.

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.