401(k) · DOL Form 5500 · 2023

Alpert & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3
Participants Small participant base
59th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Alpert & Associates, Inc. 401(k) Plan II · Sponsored by Alpert & Associates, Inc. · California · Professional & Technical Services

$10M in assets, 3 participants

Alpert & Associates, Inc.'s Alpert & Associates, Inc. 401(k) Plan II reported $10M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,625 in Professional & Technical Services (20,321 peers)

Alpert & Associates, Inc. multi-year trail

Alpert & Associates, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Alpert & Associates, Inc. 401(k) Plan II at $10M / 3 participants.

#11,625
in Professional & Technical Services (20,321 peers)
+7.8%
assets growth YoY

Alpert & Associates, Inc. 401(k) Plan II's mid-pack asset rank among Professional & Technical Services and all filers

Alpert & Associates, Inc. 401(k) Plan II vs every filed plan by assets

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

$10,011,249 Top 41% higher than 59% 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

Alpert & Associates, Inc. 401(k) Plan II among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpert & Associates, Inc. 401(k) Plan II is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alpert & Associates, Inc. 401(k) Plan II reported net income rose from -$1M in the plan year 2022 filing to $721K in the plan year 2023 filing.
  • Alpert & Associates, Inc. 401(k) Plan II end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953900261 · Alpert & Associates, Inc. PY 2023 · 401(k)

Alpert & Associates, Inc. 401(k) Plan II · $10M · 3 · 59th

  • 5500 $10M
  • 5500 3
  • 5500 59th
  • 5500 401(k)
  • 5500 near The Rogers & Brown Profit Sharing 401(k) Plan
  • 5500 ind #11625

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 California →

Alpert & Associates, Inc. 401(k) Plan II in the asset neighbourhood

Alpert & Associates, Inc. 401(k) Plan IIAlpert & Associates, Inc. 40…$10MThe Rogers & Brown Profit Sharing 401(k) PlanThe Rogers & Brown Profit Sh…$10MAeonian LLC 401(k) Plan$10MPeter's Auto Sales Profit Sharing Plan & TrustPeter's Auto Sales Profit Sh…$10MFirst Pioneer Bank Corp. 401(k) Profit-Sharing PlanFirst Pioneer Bank Corp. 401…$10M
End-of-year total assets ($M) among Alpert & Associates, Inc. 401(k) Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alpert & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alpert & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 10.51109555657857% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.29M $10.3M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 3 $9M
2023 1 3 $10M
2024 1 4 $10M

Alpert & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$721K
Employer EIN953900261
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alpert & Associates, Inc. 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alpert & Associates, Inc. 401(k) Plan II, Total assets ($B): 0.010011249 · Participants: 3Alpert & Associates, Inc. 401(k) Plan IIWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Alpert & Associates, Inc. 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare Alpert & Associates, Inc. 401(k) Plan II side-by-side with 3 peers →

Alpert & Associates, Inc. 401(k) Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Rogers & Brown Profit Sharing 401(k) Plan in SC ($10M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Alpert & Associates, Inc. 401(k) Plan II assets move in 2023? ▼
Alpert & Associates, Inc. 401(k) Plan II grew at a solid clip - up 7.8% during 2023, from $9M to $10M. Reported net income was $721K.
How have Alpert & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpert & Associates, Inc.'s sponsor-wide assets grew 10.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Alpert & Associates, Inc. 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by assets is The Rogers & Brown Profit Sharing 401(k) Plan in SC ($10M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Alpert & Associates, Inc. 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 953900261.

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.