401(k) · DOL Form 5500 · 2023

Alm First Group, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
112
Participants Small participant base
65th
Percentile by assets National rank
$120,915
Avg per participant Near avg balance/head
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Official DOL plan name: Alm First Group, LLC 401(k) Plan · Sponsored by Alm First Group, LLC · Texas · Professional & Technical Services

$14M in assets, 112 participants

Alm First Group, LLC's Alm First Group, LLC 401(k) Plan reported $14M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,072 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Alm First Group, LLC 401(k) Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#13,072
in Professional & Technical Services (20,321 peers)
+38.3%
assets growth YoY

Alm First Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alm First Group, LLC 401(k) Plan vs every filed plan by assets

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

$13,542,502 Top 35% higher than 65% 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

Alm First Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alm First Group, LLC 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alm First Group, LLC 401(k) Plan reported net income rose from $549K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alm First Group, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Alm First Group, LLC 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832434870 · Alm First Group, LLC PY 2023 · 401(k)

Alm First Group, LLC 401(k) Plan · $14M · 112 · 65th

  • EOY $14M
  • 5500 112
  • ASSETS 65th
  • PCT 401(k)
  • EIN near Killbuck Savings Bank Company 401(k)
  • RANK ind #13072

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 Texas →

Alm First Group, LLC 401(k) Plan in the asset neighbourhood

Alm First Group, LLC 401(k) PlanAlm First Group, LLC 401(k) …$14MKillbuck Savings Bank Company 401(k)Killbuck Savings Bank Compan…$14MTri Tool Inc. 401(k) Plan$14MYusen Associates, Inc. Profit Sharing PlanYusen Associates, Inc. Profi…$14MIndian Head Industries, Inc. 401(k) PlanIndian Head Industries, Inc.…$14M
End-of-year total assets ($M) among Alm First Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN832434870
Plan Effective Date2005-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Alm First Group, LLC)

Sponsor-wide plan assets over time

All Alm First Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 91.41711769611149% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.79M $18.7M ▲ +91.4%
Year Plans Participants Total Assets
2022 1 107 $10M
2023 1 112 $14M
2024 1 128 $19M

Nearby 401(k) Plans in Texas

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

Alm First Group, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Alm First Group, LLC 401(k) Plan, Total assets ($B): 0.013542502 · Participants: 112Alm First Group, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Alm First Group, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Alm First Group, LLC 401(k) Plan side-by-side with 3 peers →

Alm First Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Killbuck Savings Bank Company 401(k) in OH ($14M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Alm First Group, LLC 401(k) Plan assets move in 2023? ▼
Alm First Group, LLC 401(k) Plan surged - up 38.3% during 2023, from $10M to $14M. Reported net income was $4M.
How have Alm First Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alm First Group, LLC's sponsor-wide assets grew 91.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Alm First Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Killbuck Savings Bank Company 401(k) in OH ($14M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Alm First Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 832434870.

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.