401(k) · DOL Form 5500 · 2023

Alpha Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
82
Participants Small participant base
67th
Percentile by assets National rank
$181,969
Avg per participant Above avg balance/head
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Official DOL plan name: Alpha Associates, Inc. Employee Retirement Plan · Sponsored by Alpha Associates, Inc. · New Jersey · Manufacturing

$15M in assets, 82 participants

Alpha Associates, Inc.'s Alpha Associates, Inc. Employee Retirement Plan reported $15M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,392 in Manufacturing (18,722 peers)

Alpha Associates, Inc. multi-year trail

Alpha Associates, Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Alpha Associates, Inc. Employee Retirement Plan at $15M / 82 participants.

#10,392
in Manufacturing (18,722 peers)
+22.6%
assets growth YoY

Alpha Associates, Inc. Employee Retirement Plan's outsized position by total assets

Alpha Associates, Inc. Employee Retirement Plan vs every filed plan by assets

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

$14,921,418 Top 33% higher than 67% 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

Alpha Associates, Inc. Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpha Associates, Inc. Employee Retirement Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alpha Associates, Inc. Employee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Alpha Associates, Inc. Employee Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Alpha Associates, Inc. Employee Retirement Plan reported participants fell from 91 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221763475 · Alpha Associates, Inc. PY 2023 · 401(k)

Alpha Associates, Inc. Employee Retirement Plan · $15M · 82 · 67th

  • NET $15M
  • NET 82
  • NET 67th
  • NET 401(k)
  • NET near Patson Dba Transchicago Truck Group 401(k) Plan
  • NET ind #10392

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 Manufacturing retirement plans → · Plans in New Jersey →

Alpha Associates, Inc. Employee Retirement Plan in the asset neighbourhood

Alpha Associates, Inc. Employee Retirement PlanAlpha Associates, Inc. Emplo…$15MPatson Dba Transchicago Truck Group 401(k) PlanPatson Dba Transchicago Truc…$15MA. J. Letizio Sales & Marketing, Inc. 401(k) PlanA. J. Letizio Sales & Market…$15MKorum Automotive Group, Inc. Salary Deferral 401(k) PlanKorum Automotive Group, Inc.…$15MExec-Comm 401(k) Profit Sharing PlanExec-Comm 401(k) Profit Shar…$15M
End-of-year total assets ($M) among Alpha Associates, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alpha Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alpha Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.00530373521311% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $15.7M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 91 $12M
2023 1 82 $15M
2024 1 84 $16M

Alpha Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN221763475
Plan Effective Date1972-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Alpha Associates, Inc. Employee Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Alpha Associates, Inc. Employee Retirement Plan, Total assets ($B): 0.014921418 · Participants: 82Alpha Associates, Inc. Employee Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Alpha Associates, Inc. Employee Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Alpha Associates, Inc. Employee Retirement Plan side-by-side with 3 peers →

Alpha Associates, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Patson Dba Transchicago Truck Group 401(k) Plan in IL ($15M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Alpha Associates, Inc. Employee Retirement Plan assets move in 2023? ▼
Alpha Associates, Inc. Employee Retirement Plan grew sharply - up 22.6% during 2023, from $12M to $15M. Reported net income was $3M.
How have Alpha Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpha Associates, Inc.'s sponsor-wide assets grew 29.0%, from $12M to $16M.
Which 401(k) plans are similar in size to Alpha Associates, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patson Dba Transchicago Truck Group 401(k) Plan in IL ($15M, 376 participants).
Which 401(k) plans cover a similar participant headcount to Alpha Associates, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 221763475.

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.