401(k) · DOL Form 5500 · 2023

Nachmias Morris & Alt, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
28th
Percentile by assets National rank
$122,403
Avg per participant Near avg balance/head
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Official DOL plan name: Nachmias Morris & Alt, LLC 401(k) Retirement Plan · Sponsored by Nachmias Morris & Alt, LLC · New Jersey · Professional & Technical Services

$2M in assets, 13 participants

Nachmias Morris & Alt, LLC's Nachmias Morris & Alt, LLC 401(k) Retirement Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,778 in Professional & Technical Services (20,321 peers)

Nachmias Morris & Alt, LLC multi-year trail

Nachmias Morris & Alt, LLC's plans moved +24.8% in assets from 2022 to 2024; this filing shows Nachmias Morris & Alt, LLC 401(k) Retirement Plan at $2M / 13 participants.

#4,778
in Professional & Technical Services (20,321 peers)
+14.9%
assets growth YoY

Nachmias Morris & Alt, LLC 401(k) Retirement Plan among the smaller filed plans by assets

Nachmias Morris & Alt, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$1,591,244 28th percentile higher than 28% 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

Nachmias Morris & Alt, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nachmias Morris & Alt, LLC 401(k) Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nachmias Morris & Alt, LLC 401(k) Retirement Plan reported net income rose from -$239K in the plan year 2022 filing to $206K in the plan year 2023 filing.
  • Nachmias Morris & Alt, LLC 401(k) Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Nachmias Morris & Alt, LLC 401(k) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 301062916 · Nachmias Morris & Alt, LLC PY 2023 · 401(k)

Nachmias Morris & Alt, LLC 401(k) Retirement Plan · $2M · 13 · 28th

  • EIN $2M
  • RANK 13
  • PHOTO 28th
  • IND 401(k)
  • EOY near Garrett Insurance Services Retirement Plan
  • 5500 ind #4778

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 New Jersey →

Nachmias Morris & Alt, LLC 401(k) Retirement Plan in the asset neighbourhood

Nachmias Morris & Alt, LLC 401(k) Retirement PlanNachmias Morris & Alt, LLC 4…$2MGarrett Insurance Services Retirement PlanGarrett Insurance Services R…$2MNational Association for Gun Rights Retirement PlanNational Association for Gun…$2MConnell Country, Ltd$2MDonley Trucking Inc Retirement PlanDonley Trucking Inc Retireme…$2M
End-of-year total assets ($M) among Nachmias Morris & Alt, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nachmias Morris & Alt, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Nachmias Morris & Alt, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.827133678235842% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.39M $1.73M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 13 $2M
2024 1 13 $2M

Nachmias Morris & Alt, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$206K
Employer EIN301062916
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Nachmias Morris & Alt, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Nachmias Morris & Alt, LLC 401(k) Retirement Plan, Total assets ($B): 0.001591244 · Participants: 13Nachmias Morris & Alt, LLC 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Nachmias Morris & Alt, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Nachmias Morris & Alt, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Nachmias Morris & Alt, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Garrett Insurance Services Retirement Plan in NC ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Nachmias Morris & Alt, LLC 401(k) Retirement Plan assets move in 2023? ▼
Nachmias Morris & Alt, LLC 401(k) Retirement Plan grew at a solid clip - up 14.9% during 2023, from $1M to $2M. Reported net income was $206K.
How have Nachmias Morris & Alt, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nachmias Morris & Alt, LLC's sponsor-wide assets grew 24.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Nachmias Morris & Alt, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Garrett Insurance Services Retirement Plan in NC ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Nachmias Morris & Alt, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 301062916.

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.