401(k) · DOL Form 5500 · 2023

R and a Alexander Investments 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
84
Participants Small participant base
30th
Percentile by assets National rank
$23,468
Avg per participant Low balance/head
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Official DOL plan name: R and a Alexander Investments 401(k) Profit Sharing Plan & Trust · Sponsored by R and a Alexander Investments · California · Retail Trade

$2M in assets, 84 participants

R and a Alexander Investments's R and a Alexander Investments 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,561 in Retail Trade (8,414 peers)

R and a Alexander Investments multi-year trail

R and a Alexander Investments's plans moved +88.3% in assets from 2022 to 2024; this filing shows R and a Alexander Investments 401(k) Profit Sharing Plan & Trust at $2M / 84 participants.

#3,561
in Retail Trade (8,414 peers)
+41.3%
assets growth YoY

R and a Alexander Investments 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

R and a Alexander Investments 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,971,352 30th percentile higher than 30% 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

R and a Alexander Investments 401(k) Profit Sharing Plan & 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. R and a Alexander Investments 401(k) Profit Sharing Plan & Trust is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R and a Alexander Investments 401(k) Profit Sharing Plan & Trust reported net income rose from $24K in the plan year 2022 filing to $576K in the plan year 2023 filing.
  • R and a Alexander Investments 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • R and a Alexander Investments 401(k) Profit Sharing Plan & Trust reported participants fell from 104 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454911397 · R and a Alexander Investments PY 2023 · 401(k)

R and a Alexander Investments 401(k) Profit Sharing Plan & Trust · $2M · 84 · 30th

  • EOY $2M
  • EOY 84
  • EOY 30th
  • EOY 401(k)
  • EOY near Ggm Holdings, Inc. 401(k) Plan
  • EOY ind #3561

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 Retail Trade retirement plans → · Plans in California →

R and a Alexander Investments 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

R and a Alexander Investments 401(k) Profit Sharing Plan & TrustR and a Alexander Investment…$2MGgm Holdings, Inc. 401(k) PlanGgm Holdings, Inc. 401(k) Pl…$2MRobert J Herman Dds Ms PC 401(k) Profit Sharing Plan & TrustRobert J Herman Dds Ms PC 40…$2MBangor Plastic and Hand Surgery, P.a. Employee Stock Ownership 401(k) PlanBangor Plastic and Hand Surg…$2MVision Search Partners LLC Retirement PlanVision Search Partners LLC R…$2M
End-of-year total assets ($M) among R and a Alexander Investments 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R and a Alexander Investments multi-year asset trail

Sponsor-wide plan assets over time

All R and a Alexander Investments plans reported in each filing year

Latest sponsor-wide plan assets
$3M 88.3194368595546% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.4M $2.63M ▲ +87.9%
Year Plans Participants Total Assets
2022 1 104 $1M
2023 1 84 $2M
2024 1 90 $3M

R and a Alexander Investments filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$576K
Employer EIN454911397
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

R and a Alexander Investments 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants R and a Alexander Investments 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001971352 · Participants: 84R and a Alexander Investments 401(k) Profit Sharing Plan & TrustWells 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
R and a Alexander Investments 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare R and a Alexander Investments 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

R and a Alexander Investments 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ggm Holdings, Inc. 401(k) Plan in TX ($2M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 R and a Alexander Investments 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
R and a Alexander Investments 401(k) Profit Sharing Plan & Trust surged - up 41.3% during 2023, from $1M to $2M. Reported net income was $576K.
How have R and a Alexander Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R and a Alexander Investments's sponsor-wide assets grew 88.3%, from $1M to $3M.
Which 401(k) plans are similar in size to R and a Alexander Investments 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ggm Holdings, Inc. 401(k) Plan in TX ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to R and a Alexander Investments 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 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 454911397.

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.