401(k) · DOL Form 5500 · 2023
Alerislife, Inc. 401(k) Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 9,391
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $13,442
- Avg per participant Low balance/head
Official DOL plan name: The Alerislife Retirement Plan · Sponsored by Alerislife, Inc. · Massachusetts · Healthcare & Social Assistance
$126M in assets, 9,391 participants
Alerislife, Inc.'s The Alerislife Retirement Plan reported $126M in total assets and 9,391 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,557 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
The Alerislife Retirement Plan covers 9,391 participants in Massachusetts, 14x the typical Massachusetts plan (state average ~659 per filing). Assets: $126M.
- #16,557
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Alerislife Retirement Plan's outsized position by total assets
The Alerislife Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$126,235,217 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Alerislife Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Alerislife Retirement Plan lands in the large band (9,391 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Alerislife Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- The Alerislife Retirement Plan end-of-year assets rose from $107M in the plan year 2022 filing to $126M in the plan year 2023 filing.
- The Alerislife Retirement Plan reported participants rose from 9,147 in the plan year 2022 filing to 9,391 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043516029 · Alerislife, Inc. PY 2023 · 401(k)
The Alerislife Retirement Plan · $126M · 9,391 · 93rd
- SCH $126M
- EBSA 9,391
- PART 93rd
- TYPE 401(k)
- NET near Herzog Contracting Corp. 401(k) Plan
- BOOK ind #16557
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
The Alerislife Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $19M |
| Employer EIN | 043516029 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alerislife, Inc.)
Sponsor-wide plan assets over time
All Alerislife, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 19.449408521226463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,147 | $107M |
| 2023 | 1 | 9,391 | $126M |
| 2024 | 1 | 9,149 | $128M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for The Alerislife Retirement Plan
The Alerislife Retirement Plan reports $126M in end-of-year assets across 9,391 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $13,442 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $19M.
This plan identity (EIN 043516029, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $107M to $128M (+19.4%) while covered participants moved from 9,147 to 9,149 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,147 | $107M | Open filing |
| 2023 | 9,391 | $126M | This page |
| 2024 · index core | 9,149 | $128M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Alerislife Retirement Plan (401(k), $128M, 9,149 participants)
The Alerislife Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Herzog Contracting Corp. 401(k) Plan in MO ($126M); by covered participants it is Total Quality Logistics, LLC Retirement Plan in OH (9,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
- Herzog Contracting Corp. 401(k) Plan (MO) $126M · 1,355
- IBEW Local Union No 252 Def Contrib Plan 401(k) Plan (MI) $126M · 1,295
- Marten Transport Retirement Savings Plan (WI) $126M · 4,047
- Winthrop & Weinstine, P.a. 401(k) Plan & Trust (MN) $126M · 279
Similar participant headcount
Nearest other-state filings by covered participants (9,391 participants); asset peers above are excluded.
- Total Quality Logistics, LLC Retirement Plan (OH) 9,391 · 0 off
- Parsons Corporation Retirement Savings Plan (VA) 9,394 · 3 off
- Usi 401(k) Plan (NY) 9,397 · 6 off
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan (WI) 9,408 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.