401(k) · DOL Form 5500 · 2023

Alumni Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
132
Participants Small participant base
62nd
Percentile by assets National rank
$90,279
Avg per participant Below avg balance/head
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Official DOL plan name: Alumni Ventures 401(k) Plan · Sponsored by Alumni Ventures, LLC · New Hampshire · Finance & Insurance

$12M in assets, 132 participants

Alumni Ventures, LLC's Alumni Ventures 401(k) Plan reported $12M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,184 in Finance & Insurance (8,869 peers)

Coverage in New Hampshire

Alumni Ventures 401(k) Plan covers 132 participants in New Hampshire, about 44% of the average New Hampshire filer (state average ~301 per filing). Assets: $12M.

#4,184
in Finance & Insurance (8,869 peers)
+35.0%
assets growth YoY

Alumni Ventures 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Alumni Ventures 401(k) Plan vs every filed plan by assets

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

$11,916,855 Top 38% higher than 62% 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

Alumni Ventures 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alumni Ventures 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alumni Ventures 401(k) Plan reported net income rose from $683K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Alumni Ventures 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Alumni Ventures 401(k) Plan reported participants fell from 142 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463009852 · Alumni Ventures, LLC PY 2023 · 401(k)

Alumni Ventures 401(k) Plan · $12M · 132 · 62nd

  • TYPE $12M
  • NET 132
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near E&s International 401(k) Savings Plan & Trust
  • SCH ind #4184

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 Hampshire →

Alumni Ventures 401(k) Plan in the asset neighbourhood

Alumni Ventures 401(k) Plan$12ME&s International 401(k) Savings Plan & TrustE&s International 401(k) Sav…$12M1888 Mills 401(k) Plan$12MPrecision Grinding & Manufacturing Corp. Profit Sharing 401(k) Retirement PlanPrecision Grinding & Manufac…$12MBenida Group 401(k) Salary Reduction Plan & TrustBenida Group 401(k) Salary R…$12M
End-of-year total assets ($M) among Alumni Ventures 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN463009852
Plan Effective Date2017-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alumni Ventures, LLC)

Sponsor-wide plan assets over time

All Alumni Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 74.4734641803869% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $8.83M $15.4M ▲ +74.4%
Year Plans Participants Total Assets
2022 1 142 $9M
2023 1 132 $12M
2024 1 126 $15M

Nearby 401(k) Plans in New Hampshire

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

Alumni Ventures 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Alumni Ventures 401(k) Plan, Total assets ($M): 11.916855 · Participants: 132Alumni Ventures 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Alumni Ventures 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Alumni Ventures 401(k) Plan side-by-side with 3 peers →

Alumni Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is E&s International 401(k) Savings Plan & Trust in CA ($12M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Alumni Ventures 401(k) Plan assets move in 2023? ▼
Alumni Ventures 401(k) Plan surged - up 35.0% during 2023, from $9M to $12M. Reported net income was $3M.
How have Alumni Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alumni Ventures, LLC's sponsor-wide assets grew 74.5%, from $9M to $15M.
Which 401(k) plans are similar in size to Alumni Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E&s International 401(k) Savings Plan & Trust in CA ($12M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Alumni Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 463009852.

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.