401(k) · DOL Form 5500 · 2023

Fred Alger & Company, LLC 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
175
Participants Small participant base
90th
Percentile by assets National rank
$486,775
Avg per participant High balance/head
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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.

  • #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.

#7,532
in Finance & Insurance (8,869 peers)
+6.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Fred Alger & Company, LLC 401(k) Profit Sharing Plan's outsized position 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

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

Fred Alger & Company, LLC 401(k) Profit Sharing 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. Fred Alger & Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 132665689 · Fred Alger & Company, LLC PY 2023 · 401(k)

Fred Alger & Company, LLC 401(k) Profit Sharing Plan · $85M · 175 · 90th

  • EOY $85M
  • 5500 175
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Tapestry Solutions, Inc. Retirement Plan
  • RANK ind #7532

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 Finance & Insurance retirement plans → · Plans in New York →

Fred Alger & Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Driehaus 401(k) and Profit Sharing PlanDriehaus 401(k) and Profit S…$85MThe Michaels Organization 401(k) PlanThe Michaels Organization 40…$85MFred Alger & Company, LLC 401(k) Profit Sharing PlanFred Alger & Company, LLC 40…$85MTapestry Solutions, Inc. Retirement PlanTapestry Solutions, Inc. Ret…$85MFlexsteel Industries, Inc. 401(k) PlanFlexsteel Industries, Inc. 4…$85M
End-of-year total assets ($M) among Fred Alger & Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$85M
Net Income$5M
Employer EIN132665689
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred Alger & Company, LLC)

Sponsor-wide plan assets over time

All Fred Alger & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$108M 35.35139015057524% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fred Alger & Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.085185629 · Participants: 175Fred Alger & Company, LLC 401(k) Profit Sharing 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
Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fred Alger & Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fred Alger & Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tapestry Solutions, Inc. Retirement Plan in CA ($85M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 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).
Which 401(k) plans cover a similar participant headcount to Fred Alger & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 132665689.

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.