401(k) · DOL Form 5500 · 2023

Alex Michelson Md Inc 401(k) Plan

Data updated 2026-08-25

$790K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$789,859
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 · Sponsored by Alex Michelson Md Inc · California · Healthcare & Social Assistance

$790K in assets, 1 participants

Alex Michelson Md Inc's Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 reported $790K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,034 in Healthcare & Social Assistance (17,684 peers)

Alex Michelson Md Inc multi-year trail

Alex Michelson Md Inc's plans moved +62.8% in assets from 2022 to 2024; this filing shows Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 at $790K / 1 participant.

#3,034
in Healthcare & Social Assistance (17,684 peers)
+27.3%
assets growth YoY

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 among the smaller filed plans by assets

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 vs every filed plan by assets

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

$789,859 22nd percentile higher than 22% 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

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 reported net income rose from -$304K in the plan year 2022 filing to $169K in the plan year 2023 filing.
  • Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 end-of-year assets rose from $621K in the plan year 2022 filing to $790K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582596647 · Alex Michelson Md Inc PY 2023 · 401(k)

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 · $790K · 1 · 22nd

  • PART $790K
  • TYPE 1
  • NET 22nd
  • BOOK 401(k)
  • VS-ST near Cody Plumbing Inc 401(k) Plan and Trust
  • BOY ind #3034

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 in the asset neighbourhood

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001Alex Michelson Md Inc 401(k)…$790KCody Plumbing Inc 401(k) Plan and TrustCody Plumbing Inc 401(k) Pla…$790KBio-Med Testing Service, Inc. 401(k) PlanBio-Med Testing Service, Inc…$790KCnc Oilfield Services, L.L.C. 401(k) PlanCnc Oilfield Services, L.L.C…$790KSimpson Street Bbq Retirement PlanSimpson Street Bbq Retiremen…$790K
End-of-year total assets ($M) among Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alex Michelson Md Inc multi-year asset trail

Sponsor-wide plan assets over time

All Alex Michelson Md Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 62.846982772510785% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.62M $1.01M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 1 $621K
2023 1 1 $790K
2024 1 1 $1M

Alex Michelson Md Inc filing trail (2023)

Total Assets (Beginning of Year)$621K
Net Assets (End of Year)$790K
Net Income$169K
Employer EIN582596647
Plan Effective Date2001-08-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001, Total assets ($B): 0.000789859 · Participants: 1Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 vs. nearby 401(k) plans in California, assets vs. participants
Compare Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 side-by-side with 3 peers →

Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cody Plumbing Inc 401(k) Plan and Trust in WI ($790K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($790K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 assets move in 2023? ▼
Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 grew sharply - up 27.3% during 2023, from $621K to $790K. Reported net income was $169K.
How have Alex Michelson Md Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex Michelson Md Inc's sponsor-wide assets grew 62.8%, from $621K to $1M.
Where does Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 rank by assets among Form 5500 filers? ▼
Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001 ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001? ▼
Among 401(k) plans in other states, the closest by assets is Cody Plumbing Inc 401(k) Plan and Trust in WI ($790K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Alex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 582596647.

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.