401(k) · DOL Form 5500 · 2023

Fred Alger & Company, LLC 401(k) Plan

Data updated 2026-08-11

$85M
Total assets: 175
Participants: 90th
Percentile by assets: $486,775
Avg per participant

Official DOL plan name: Fred Alger & Company, LLC 401(k) Profit Sharing Plan · Sponsored by Fred Alger & Company, LLC · New York · Finance & Insurance

$85M in assets, 175 participants

Fred Alger & Company, LLC's Fred Alger & Company, LLC 401(k) Profit Sharing Plan reported $85M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 127,072 plans)
#7,532 in Finance & Insurance (8,869 peers)

Coverage in New York

Fred Alger & Company, LLC 401(k) Profit Sharing Plan covers 175 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $85M.

$85M
total plan assets (2023 EOY): 175
covered participants: 90th
percentile by assets (of 127,072 plans): $486,775
avg assets per participant

Where Fred Alger & Company, LLC 401(k) Profit Sharing Plan sits by total assets

Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$85,185,629 Top 10% higher than 90% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fred Alger & Company, LLC 401(k) Profit Sharing Plan reported net income rose from -$27M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Fred Alger & Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $80M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Fred Alger & Company, LLC 401(k) Profit Sharing Plan reports 175 participants - about 22% of that state average ($85M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$80M
Net Assets (End of Year)	$85M
Net Income	$5M
Employer EIN	132665689
Plan Effective Date	1993-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fred Alger & Company, LLC)

Total plan assets by year, all Fred Alger & Company, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	175	$80M
2023	1	175	$85M
2024	1	170	$108M

Nearby 401(k) Plans in New York

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

Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Fred Alger & Company, LLC 401(k) Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fred Alger & Company, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Tapestry Solutions, Inc. Retirement Plan (CA) $85M · 441
Flexsteel Industries, Inc. 401(k) Plan (IA) $85M · 425
The Michaels Organization 401(k) Plan (NJ) $85M · 2,136
Driehaus 401(k) and Profit Sharing Plan (IL) $85M · 142

Frequently Asked Questions

How did Fred Alger & Company, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼

Fred Alger & Company, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $80M to $85M. Reported net income was $5M.

How have Fred Alger & Company, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fred Alger & Company, LLC's sponsor-wide assets grew 35.4%, from $80M to $108M.

Where does Fred Alger & Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Fred Alger & Company, LLC 401(k) Profit Sharing Plan ranks in the 90th 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 Fred Alger & Company, LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tapestry Solutions, Inc. Retirement Plan in CA ($85M, 441 participants).

Next read for Fred Alger & Company, LLC 401(k) Profit …

Filing takeaways

Ways to act on Fred Alger & Company, LLC 401(k) Profit Sharing Plan's numbers.

By total assets, Fred Alger & Company, LLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Fred Alger & Company, LLC's sponsor-wide assets have grown 35.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 132665689.