401(k) · DOL Form 5500 · 2023

Alpha Source Holdco, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
320
Participants Below avg headcount
71st
Percentile by assets National rank
$56,223
Avg per participant Low balance/head
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Official DOL plan name: Alpha Source Holdco, LLC 401(k) Plan · Sponsored by Alpha Source Holdco, LLC · Wisconsin · Wholesale Trade

$18M in assets, 320 participants

Alpha Source Holdco, LLC's Alpha Source Holdco, LLC 401(k) Plan reported $18M in total assets and 320 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.

  • #4,219 in Wholesale Trade (6,309 peers)

Alpha Source Holdco, LLC multi-year trail

Alpha Source Holdco, LLC's plans moved +13.9% in assets from 2022 to 2023; this filing shows Alpha Source Holdco, LLC 401(k) Plan at $18M / 320 participants.

#4,219
in Wholesale Trade (6,309 peers)
+13.9%
assets growth YoY

Alpha Source Holdco, LLC 401(k) Plan's outsized position by total assets

Alpha Source Holdco, LLC 401(k) Plan vs every filed plan by assets

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

$17,991,248 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

Alpha Source Holdco, LLC 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. Alpha Source Holdco, LLC 401(k) Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alpha Source Holdco, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alpha Source Holdco, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Alpha Source Holdco, LLC 401(k) Plan reported participants rose from 293 in the plan year 2022 filing to 320 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 815231017 · Alpha Source Holdco, LLC PY 2023 · 401(k)

Alpha Source Holdco, LLC 401(k) Plan · $18M · 320 · 71st

  • EIN $18M
  • RANK 320
  • PHOTO 71st
  • IND 401(k)
  • EOY near Urethane of Kentuckiana, Inc. 401(k)/Profit Sharing Plan & Trust Agmt
  • 5500 ind #4219

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Alpha Source Holdco, LLC 401(k) Plan in the asset neighbourhood

Alpha Source Holdco, LLC 401(k) PlanAlpha Source Holdco, LLC 401…$18MUrethane of Kentuckiana, Inc. 401(k)/Profit Sharing Plan & Trust AgmtUrethane of Kentuckiana, Inc…$18MZero Motorcycles, Inc. 401(k) PlanZero Motorcycles, Inc. 401(k…$18MSouthern Diversified Distributors, Inc. 401(k)Southern Diversified Distrib…$18MPrecision Roll Grinders Savings & Investment PlanPrecision Roll Grinders Savi…$18M
End-of-year total assets ($M) among Alpha Source Holdco, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alpha Source Holdco, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alpha Source Holdco, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 13.915421229246386% vs 2022
2023 filing year
$15M$16M$17M$18M$19M 20222023 $15.8M $18M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 293 $16M
2023 1 320 $18M

Alpha Source Holdco, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN815231017
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Alpha Source Holdco, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Alpha Source Holdco, LLC 401(k) Plan, Total assets ($B): 0.017991248 · Participants: 320Alpha Source Holdco, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Alpha Source Holdco, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Alpha Source Holdco, LLC 401(k) Plan side-by-side with 3 peers →

Alpha Source Holdco, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Urethane of Kentuckiana, Inc. 401(k)/Profit Sharing Plan & Trust Agmt in IN ($18M); by covered participants it is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Source Holdco, LLC 401(k) Plan assets move in 2023? ▼
Alpha Source Holdco, LLC 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $16M to $18M. Reported net income was $2M.
How have Alpha Source Holdco, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alpha Source Holdco, LLC's sponsor-wide assets grew 13.9%, from $16M to $18M.
Which 401(k) plans are similar in size to Alpha Source Holdco, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urethane of Kentuckiana, Inc. 401(k)/Profit Sharing Plan & Trust Agmt in IN ($18M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Alpha Source Holdco, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants, $1M 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 815231017.

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.