401(k) · DOL Form 5500 · 2023

Alvogen Group, Inc. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
550
Participants Below avg headcount
91st
Percentile by assets National rank
$163,961
Avg per participant Above avg balance/head
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Official DOL plan name: Alvogen Group Savings Incentive Plan · Sponsored by Alvogen Group, Inc. · New York · Manufacturing

$90M in assets, 550 participants

Alvogen Group, Inc.'s Alvogen Group Savings Incentive Plan reported $90M in total assets and 550 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,065 in Manufacturing (18,722 peers)

Where Alvogen Group Savings Incentive Plan sits by assets

Alvogen Group Savings Incentive Plan sits in the top 10% of all filed plans by assets, $90M for 550 participants (~$163,961/participant), up 21.8% in 2023.

#16,065
in Manufacturing (18,722 peers)
+21.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Alvogen Group Savings Incentive Plan's outsized position by total assets

Alvogen Group Savings Incentive Plan vs every filed plan by assets

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

$90,178,735 Top 9% higher than 91% 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

Alvogen Group Savings Incentive 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. Alvogen Group Savings Incentive Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alvogen Group Savings Incentive Plan reported net income rose from -$12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Alvogen Group Savings Incentive Plan end-of-year assets rose from $74M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Alvogen Group Savings Incentive Plan reported participants fell from 658 in the plan year 2022 filing to 550 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260557685 · Alvogen Group, Inc. PY 2023 · 401(k)

Alvogen Group Savings Incentive Plan · $90M · 550 · 91st

  • ASSETS $90M
  • ASSETS 550
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Cerity Partners 401(k) Plan
  • ASSETS ind #16065

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 York →

Alvogen Group Savings Incentive Plan in the asset neighbourhood

Fremont Group Retirement Plan$90MEssentia Health 403(b) Plan$90MAlvogen Group Savings Incentive PlanAlvogen Group Savings Incent…$90MCerity Partners 401(k) Plan$90MThe Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing PlanThe Pilots' Association for …$90M
End-of-year total assets ($M) among Alvogen Group Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$90M
Net Income$16M
Employer EIN260557685
Plan Effective Date2007-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Alvogen Group, Inc.)

Sponsor-wide plan assets over time

All Alvogen Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 42.52198529768953% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.1M $106M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 658 $74M
2023 1 550 $90M
2024 1 562 $106M

Nearby 401(k) Plans in New York

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

Alvogen Group Savings Incentive Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alvogen Group Savings Incentive Plan, Total assets ($B): 0.090178735 · Participants: 550Alvogen Group Savings Incentive PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Alvogen Group Savings Incentive Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alvogen Group Savings Incentive Plan side-by-side with 3 peers →

Alvogen Group Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cerity Partners 401(k) Plan in CA ($90M); by covered participants it is Esquire Deposition Solutions, LLC 401(k) Plan in GA (550 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Alvogen Group Savings Incentive Plan assets move in 2023? ▼
Alvogen Group Savings Incentive Plan grew sharply - up 21.8% during 2023, from $74M to $90M. Reported net income was $16M.
How have Alvogen Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alvogen Group, Inc.'s sponsor-wide assets grew 42.5%, from $74M to $106M.
Where does Alvogen Group Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Alvogen Group Savings Incentive Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Alvogen Group Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cerity Partners 401(k) Plan in CA ($90M, 531 participants).
Which 401(k) plans cover a similar participant headcount to Alvogen Group Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Esquire Deposition Solutions, LLC 401(k) Plan in GA (550 participants, $20M 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 260557685.

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.