Money Purchase · DOL Form 5500 · 2022

Joseph Alexander Foundation, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$613,309
Avg per participant High balance/head
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Official DOL plan name: The Joseph Alexander Foundation Pension Trust · Sponsored by Joseph Alexander Foundation, Inc. · Pennsylvania · Other Services

$1M in assets, 2 participants

Joseph Alexander Foundation, Inc.'s The Joseph Alexander Foundation Pension Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,282 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, The Joseph Alexander Foundation Pension Trust ranks #4,282 of 8,398 2022 filers by assets (1636% of the sector average)-$1M for 2 participants.

#4,282
in Other Services (8,398 peers)
-0.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Joseph Alexander Foundation Pension Trust among the smaller filed plans by assets

The Joseph Alexander Foundation Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,226,618 27th percentile higher than 27% of 139,123 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 2022

The Joseph Alexander Foundation Pension Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Joseph Alexander Foundation Pension Trust is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 510175951 · Joseph Alexander Foundation, Inc. PY 2022 · Money Purchase

The Joseph Alexander Foundation Pension Trust · $1M · 2 · 27th

  • RANK $1M
  • RANK 2
  • RANK 27th
  • RANK Money Purchase
  • RANK near Instituto Vascular Del Sur, Csp Retirement Plan Trust
  • RANK ind #4282

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 Pennsylvania →

The Joseph Alexander Foundation Pension Trust in the asset neighbourhood

The Joseph Alexander Foundation Pension TrustThe Joseph Alexander Foundat…$1MInstituto Vascular Del Sur, Csp Retirement Plan TrustInstituto Vascular Del Sur, …$1MMuhammad M Haque Keogh Pl Ke$1MChicago Strategy Associates, Inc.-Money Purchase PlanChicago Strategy Associates,…$1MConsultorio Oto-Ccc, Psc Retirement PlanConsultorio Oto-Ccc, Psc Ret…$1M
End-of-year total assets ($M) among The Joseph Alexander Foundation Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$3K
Employer EIN510175951
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph Alexander Foundation, Inc.)

Sponsor-wide plan assets over time

All Joseph Alexander Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.064347661619184% vs 2022
2023 filing year
$1.2M$1.3M$1.4M$1.5M 20222023 $1.23M $1.41M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Joseph Alexander Foundation Pension Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants The Joseph Alexander Foundation Pension Trust, Total assets ($M): 1.226618 · Participants: 2The Joseph Alexander Foundation Pension TrustCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
The Joseph Alexander Foundation Pension Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare The Joseph Alexander Foundation Pension Trust side-by-side with 3 peers →

The Joseph Alexander Foundation Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Instituto Vascular Del Sur, Csp Retirement Plan Trust in PR ($1M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Joseph Alexander Foundation Pension Trust assets move in 2022? ▼
The Joseph Alexander Foundation Pension Trust held essentially flat - down 0.2% during 2022, from $1M to $1M. Reported net income was -$3K.
How have Joseph Alexander Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joseph Alexander Foundation, Inc.'s sponsor-wide assets grew 15.1%, from $1M to $1M.
Which Money Purchase plans are similar in size to The Joseph Alexander Foundation Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Instituto Vascular Del Sur, Csp Retirement Plan Trust in PR ($1M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to The Joseph Alexander Foundation Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510175951.

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.