Money Purchase · DOL Form 5500 · 2022

Joseph Alexander Foundation, Inc. Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
2
Participants
27th
Percentile by assets
$613,309
Avg per participant
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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.

  • 27th percentile by assets (of 139,126 plans)
  • #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.

$1M
total plan assets (2022 EOY)
2
covered participants
27th
percentile by assets (of 139,126 plans)
$613,309
avg assets per participant

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.

Where The Joseph Alexander Foundation Pension Trust sits by total 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 $2,010,000,000 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

State
Pennsylvania
Industry
Other Services

Rank #4,282 in Other Services

Among 8,398 Other Services plans that filed a Form 5500 for plan year 2022, The Joseph Alexander Foundation Pension Trust ranks #4,282 by end-of-year assets - about 1636% of the sector average of $20M. Nationally it sits in the 27th percentile, a stronger position within its industry than across all filers.

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.)

$1.2M$1.3M$1.4M$1.5M 20222023 $1.23M $1.41M ▲ +14.6%
Total plan assets by year, all Joseph Alexander Foundation, Inc. plans on file
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 ($M) Participants The Joseph Alexander…, Total assets ($M): 1.226618 · Participants: 2The Joseph Alexander…Central Pennsylvania…, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania…Duane Morris Retirem…, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirem…IBEW Local Union 375…, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375…Milton Hershey Schoo…, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey Schoo…Dentons Cohen & Grig…, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grig…
The Joseph Alexander Foundation Pension Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare The Joseph Alexander Foundation Pension … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to The Joseph Alexander Foundation Pension Trust by total assets, not by location.

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).

Next read for The Joseph Alexander Foundation Pension …

Filing takeaways

Ways to act on The Joseph Alexander Foundation Pension Trust's numbers.

  • By total assets, The Joseph Alexander Foundation Pension Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
  • Joseph Alexander Foundation, Inc.'s sponsor-wide assets have grown 15.1% since 2022 across 2 plan years on file. More Other Services plans

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.