401(k) · DOL Form 5500 · 2023

Alexander & Associates Co. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
94
Participants Small participant base
79th
Percentile by assets National rank
$314,994
Avg per participant High balance/head
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Official DOL plan name: Alexander & Associates Co. Profit Sharing and 401(k) Plan · Sponsored by Alexander & Associates Co. · Ohio · Professional & Technical Services

$30M in assets, 94 participants

Alexander & Associates Co.'s Alexander & Associates Co. Profit Sharing and 401(k) Plan reported $30M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,162 in Professional & Technical Services (20,321 peers)

Where Alexander & Associates Co. Profit Sharing and 401(k) Plan sits by assets

Alexander & Associates Co. Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 94 participants (~$314,994/participant), up 2.9% in 2023.

#16,162
in Professional & Technical Services (20,321 peers)
+2.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alexander & Associates Co. Profit Sharing and 401(k) Plan's outsized position by total assets

Alexander & Associates Co. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$29,609,460 Top 21% higher than 79% 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

Alexander & Associates Co. Profit Sharing and 401(k) 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. Alexander & Associates Co. Profit Sharing and 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alexander & Associates Co. Profit Sharing and 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $846K in the plan year 2023 filing.
  • Alexander & Associates Co. Profit Sharing and 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310643856 · Alexander & Associates Co. PY 2023 · 401(k)

Alexander & Associates Co. Profit Sharing and 401(k) Plan · $30M · 94 · 79th

  • PART $30M
  • PART 94
  • PART 79th
  • PART 401(k)
  • PART near Sterling and Francine Clark Art Institute DC Plan
  • PART ind #16162

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Alexander & Associates Co. Profit Sharing and 401(k) Plan in the asset neighbourhood

Alexander & Associates Co. Profit Sharing and 401(k) PlanAlexander & Associates Co. P…$30MSterling and Francine Clark Art Institute DC PlanSterling and Francine Clark …$30MOsterman & Company, Inc. 401(k) Profit Sharing PlanOsterman & Company, Inc. 401…$30MCollective Health 401(k) Plan$30MEvans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and TrustEvans Griffiths & Hart, Inc.…$30M
End-of-year total assets ($M) among Alexander & Associates Co. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$846K
Employer EIN310643856
Plan Effective Date1968-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Alexander & Associates Co.)

Sponsor-wide plan assets over time

All Alexander & Associates Co. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 11.599741911896894% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $28.8M $32.1M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 94 $29M
2023 1 94 $30M
2024 1 94 $32M

Nearby 401(k) Plans in Ohio

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

Alexander & Associates Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Alexander & Associates Co. Profit Sharing and 401(k) Plan, Total assets ($B): 0.02960946 · Participants: 94Alexander & Associates Co. Profit Sharing and 401(k) PlanGE 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
Alexander & Associates Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Alexander & Associates Co. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Alexander & Associates Co. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sterling and Francine Clark Art Institute DC Plan in MA ($30M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Alexander & Associates Co. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Alexander & Associates Co. Profit Sharing and 401(k) Plan edged up modestly - up 2.9% during 2023, from $29M to $30M. Reported net income was $846K.
How have Alexander & Associates Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexander & Associates Co.'s sponsor-wide assets grew 11.6%, from $29M to $32M.
Where does Alexander & Associates Co. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Alexander & Associates Co. Profit Sharing and 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alexander & Associates Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sterling and Francine Clark Art Institute DC Plan in MA ($30M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Alexander & Associates Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 310643856.

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.