401(k) · DOL Form 5500 · 2023

Alphadyne Asset Management LP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
92
Participants Small participant base
81st
Percentile by assets National rank
$369,475
Avg per participant High balance/head
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Official DOL plan name: Alphadyne Asset Management LP Incentive Savings Trust · Sponsored by Alphadyne Asset Management LP · New York · Finance & Insurance

$34M in assets, 92 participants

Alphadyne Asset Management LP's Alphadyne Asset Management LP Incentive Savings Trust reported $34M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,289 in Finance & Insurance (8,869 peers)

Where Alphadyne Asset Management LP Incentive Savings Trust sits by assets

Alphadyne Asset Management LP Incentive Savings Trust sits in the top quartile of all filed plans by assets, $34M for 92 participants (~$369,475/participant), up 27.9% in 2023.

#6,289
in Finance & Insurance (8,869 peers)
+27.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alphadyne Asset Management LP Incentive Savings Trust's outsized position by total assets

Alphadyne Asset Management LP Incentive Savings Trust vs every filed plan by assets

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

$33,991,679 Top 19% higher than 81% 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

Alphadyne Asset Management LP Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alphadyne Asset Management LP Incentive Savings Trust is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alphadyne Asset Management LP Incentive Savings Trust reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Alphadyne Asset Management LP Incentive Savings Trust end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Alphadyne Asset Management LP Incentive Savings Trust reported participants rose from 90 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 571220818 · Alphadyne Asset Management LP PY 2023 · 401(k)

Alphadyne Asset Management LP Incentive Savings Trust · $34M · 92 · 81st

  • EIN $34M
  • EIN 92
  • EIN 81st
  • EIN 401(k)
  • EIN near Imax Corporation 401(k) Retirement Plan
  • EIN ind #6289

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 Finance & Insurance retirement plans → · Plans in New York →

Alphadyne Asset Management LP Incentive Savings Trust in the asset neighbourhood

Area Energy & Electric, Inc. Profit Sharing PlanArea Energy & Electric, Inc.…$34MAlphadyne Asset Management LP Incentive Savings TrustAlphadyne Asset Management L…$34MImax Corporation 401(k) Retirement PlanImax Corporation 401(k) Reti…$34MFirst Choice Health Network, Inc 401(k) PlanFirst Choice Health Network,…$34MCar Sound Exhaust System, Inc. 401(k) Profit Sharing PlanCar Sound Exhaust System, In…$34M
End-of-year total assets ($M) among Alphadyne Asset Management LP Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN571220818
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alphadyne Asset Management LP)

Sponsor-wide plan assets over time

All Alphadyne Asset Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$41M 53.20624941669726% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.6M $40.7M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 90 $27M
2023 1 92 $34M
2024 1 93 $41M

Nearby 401(k) Plans in New York

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

Alphadyne Asset Management LP Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alphadyne Asset Management LP Incentive Savings Trust, Total assets ($B): 0.033991679 · Participants: 92Alphadyne Asset Management LP Incentive Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Alphadyne Asset Management LP Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alphadyne Asset Management LP Incentive Savings Trust side-by-side with 3 peers →

Alphadyne Asset Management LP Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Imax Corporation 401(k) Retirement Plan in CA ($34M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Alphadyne Asset Management LP Incentive Savings Trust assets move in 2023? ▼
Alphadyne Asset Management LP Incentive Savings Trust grew sharply - up 27.9% during 2023, from $27M to $34M. Reported net income was $7M.
How have Alphadyne Asset Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alphadyne Asset Management LP's sponsor-wide assets grew 53.2%, from $27M to $41M.
Where does Alphadyne Asset Management LP Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Alphadyne Asset Management LP Incentive Savings Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alphadyne Asset Management LP Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Imax Corporation 401(k) Retirement Plan in CA ($34M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Alphadyne Asset Management LP Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 571220818.

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.