401(k) · DOL Form 5500 · 2023

Alpha Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
46th
Percentile by assets National rank
$57,595
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alpha Mechanical Pension Plan and Trust · Sponsored by Alpha Mechanical, Inc. · California · Construction

$5M in assets, 95 participants

Alpha Mechanical, Inc.'s Alpha Mechanical Pension Plan and Trust reported $5M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,992 in Construction (9,030 peers)

Alpha Mechanical, Inc. multi-year trail

Alpha Mechanical, Inc.'s plans moved +40.2% in assets from 2022 to 2024; this filing shows Alpha Mechanical Pension Plan and Trust at $5M / 95 participants.

#3,992
in Construction (9,030 peers)
+25.9%
assets growth YoY

Alpha Mechanical Pension Plan and Trust's mid-pack asset rank among Construction and all filers

Alpha Mechanical Pension Plan and Trust vs every filed plan by assets

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

$5,471,510 46th percentile higher than 46% 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 Mechanical Pension Plan and Trust 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 Mechanical Pension Plan and Trust is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alpha Mechanical Pension Plan and Trust reported net income rose from $389K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Alpha Mechanical Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Alpha Mechanical Pension Plan and Trust reported participants fell from 97 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731696499 · Alpha Mechanical, Inc. PY 2023 · 401(k)

Alpha Mechanical Pension Plan and Trust · $5M · 95 · 46th

  • IND $5M
  • EOY 95
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Connection Bank 401(k) Profit Sharing Plan
  • EIN ind #3992

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 Construction retirement plans → · Plans in California →

Alpha Mechanical Pension Plan and Trust in the asset neighbourhood

Alpha Mechanical Pension Plan and TrustAlpha Mechanical Pension Pla…$5MConnection Bank 401(k) Profit Sharing PlanConnection Bank 401(k) Profi…$5MChesapeake Nurseries, Inc. 401(k) Profit Sharing PlanChesapeake Nurseries, Inc. 4…$5MV & L Management Company, Inc. 401(k) PlanV & L Management Company, In…$5MJeffrey J Kimbell & Associates 401(k) Profit Sharing PlanJeffrey J Kimbell & Associat…$5M
End-of-year total assets ($M) among Alpha Mechanical Pension Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alpha Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 40.166837397274016% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.35M $6.09M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 95 $5M
2024 1 91 $6M

Alpha Mechanical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN731696499
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alpha Mechanical Pension Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alpha Mechanical Pension Plan and Trust, Total assets ($B): 0.00547151 · Participants: 95Alpha Mechanical Pension Plan and TrustWells 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
Alpha Mechanical Pension Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Alpha Mechanical Pension Plan and Trust side-by-side with 3 peers →

Alpha Mechanical Pension Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Connection Bank 401(k) Profit Sharing Plan in IA ($5M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Mechanical Pension Plan and Trust assets move in 2023? ▼
Alpha Mechanical Pension Plan and Trust grew sharply - up 25.9% during 2023, from $4M to $5M. Reported net income was $1M.
How have Alpha Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpha Mechanical, Inc.'s sponsor-wide assets grew 40.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Alpha Mechanical Pension Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Connection Bank 401(k) Profit Sharing Plan in IA ($5M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Alpha Mechanical Pension Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 731696499.

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.