401(k) · DOL Form 5500 · 2023

Alkon and Levine, P.C. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
16
Participants Small participant base
66th
Percentile by assets National rank
$873,120
Avg per participant High balance/head
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Official DOL plan name: Alkon and Levine, P.C. 401(k) Profit Sharing Plan · Sponsored by Alkon and Levine, P.C. · Massachusetts · Professional & Technical Services

$14M in assets, 16 participants

Alkon and Levine, P.C.'s Alkon and Levine, P.C. 401(k) Profit Sharing Plan reported $14M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,218 in Professional & Technical Services (20,321 peers)

Alkon and Levine, P.C. multi-year trail

Alkon and Levine, P.C.'s plans moved +46.8% in assets from 2022 to 2024; this filing shows Alkon and Levine, P.C. 401(k) Profit Sharing Plan at $14M / 16 participants.

#13,218
in Professional & Technical Services (20,321 peers)
+25.8%
assets growth YoY

Alkon and Levine, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alkon and Levine, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,969,914 Top 34% higher than 66% 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

Alkon and Levine, P.C. 401(k) Profit Sharing 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. Alkon and Levine, P.C. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alkon and Levine, P.C. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Alkon and Levine, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Alkon and Levine, P.C. 401(k) Profit Sharing Plan reported participants fell from 18 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042727028 · Alkon and Levine, P.C. PY 2023 · 401(k)

Alkon and Levine, P.C. 401(k) Profit Sharing Plan · $14M · 16 · 66th

  • 5500 $14M
  • ASSETS 16
  • PCT 66th
  • EIN 401(k)
  • RANK near The Hmc Group Marketing Inc. 401(k) Plan
  • PHOTO ind #13218

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 Massachusetts →

Alkon and Levine, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Alkon and Levine, P.C. 401(k) Profit Sharing PlanAlkon and Levine, P.C. 401(k…$14MThe Hmc Group Marketing Inc. 401(k) PlanThe Hmc Group Marketing Inc.…$14MArboris LLC 401(k) Retirement PlanArboris LLC 401(k) Retiremen…$14MIntegra Realty Resources 401(k) Retirement PlanIntegra Realty Resources 401…$14MCitizant, Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Alkon and Levine, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alkon and Levine, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Alkon and Levine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.80733712885525% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $16.3M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 18 $11M
2023 1 16 $14M
2024 1 15 $16M

Alkon and Levine, P.C. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN042727028
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Alkon and Levine, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Alkon and Levine, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.013969914 · Participants: 16Alkon and Levine, P.C. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Alkon and Levine, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Alkon and Levine, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alkon and Levine, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Hmc Group Marketing Inc. 401(k) Plan in CA ($14M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 (16 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 Alkon and Levine, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alkon and Levine, P.C. 401(k) Profit Sharing Plan grew sharply - up 25.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have Alkon and Levine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alkon and Levine, P.C.'s sponsor-wide assets grew 46.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Alkon and Levine, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hmc Group Marketing Inc. 401(k) Plan in CA ($14M, 489 participants).
Which 401(k) plans cover a similar participant headcount to Alkon and Levine, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 042727028.

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.