401(k) · DOL Form 5500 · 2023

Specialized Alternatives 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
423
Participants Below avg headcount
71st
Percentile by assets National rank
$43,724
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan for Specialized Alternatives · Sponsored by Specialized Alternatives · Ohio · Finance & Insurance

$18M in assets, 423 participants

Specialized Alternatives's Employee Benefit Plan for Specialized Alternatives reported $18M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,085 in Finance & Insurance (8,869 peers)

Specialized Alternatives multi-year trail

Specialized Alternatives's plans moved +34.3% in assets from 2022 to 2024; this filing shows Employee Benefit Plan for Specialized Alternatives at $18M / 423 participants.

#5,085
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

Employee Benefit Plan for Specialized Alternatives's outsized position by total assets

Employee Benefit Plan for Specialized Alternatives vs every filed plan by assets

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

$18,495,050 Top 29% higher than 71% 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

Employee Benefit Plan for Specialized Alternatives 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. Employee Benefit Plan for Specialized Alternatives sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan for Specialized Alternatives reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Employee Benefit Plan for Specialized Alternatives end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Employee Benefit Plan for Specialized Alternatives reported participants fell from 488 in the plan year 2022 filing to 423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341600251 · Specialized Alternatives PY 2023 · 401(k)

Employee Benefit Plan for Specialized Alternatives · $18M · 423 · 71st

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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 Ohio →

Employee Benefit Plan for Specialized Alternatives in the asset neighbourhood

Employee Benefit Plan for Specialized AlternativesEmployee Benefit Plan for Sp…$18MLogix Communications, LP 401(k) PlanLogix Communications, LP 401…$18MFormetco, Incorporated Profit Sharing and 401(k) PlanFormetco, Incorporated Profi…$18MUsd LLC Savings Plan$18MCommunity Bank 401(k) Profit Sharing PlanCommunity Bank 401(k) Profit…$18M
End-of-year total assets ($M) among Employee Benefit Plan for Specialized Alternatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Specialized Alternatives multi-year asset trail

Sponsor-wide plan assets over time

All Specialized Alternatives plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.31244752052825% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.7M $21M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 488 $16M
2023 1 423 $18M
2024 1 427 $21M

Specialized Alternatives filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN341600251
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Employee Benefit Plan for Specialized Alternatives vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Employee Benefit Plan for Specialized Alternatives, Total assets ($B): 0.01849505 · Participants: 423Employee Benefit Plan for Specialized AlternativesGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Employee Benefit Plan for Specialized Alternatives vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Employee Benefit Plan for Specialized Alternatives side-by-side with 3 peers →

Employee Benefit Plan for Specialized Alternatives's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Usd LLC Savings Plan in TX ($18M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Employee Benefit Plan for Specialized Alternatives assets move in 2023? ▼
Employee Benefit Plan for Specialized Alternatives grew sharply - up 18.2% during 2023, from $16M to $18M. Reported net income was $3M.
How have Specialized Alternatives plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialized Alternatives's sponsor-wide assets grew 34.3%, from $16M to $21M.
Which 401(k) plans are similar in size to Employee Benefit Plan for Specialized Alternatives? ▼
Among 401(k) plans in other states, the closest by assets is Usd LLC Savings Plan in TX ($18M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan for Specialized Alternatives? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 341600251.

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.