401(k) · DOL Form 5500 · 2023
Nicolas Alexander Company 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $399,793
- Avg per participant High balance/head
Official DOL plan name: Nicolas Alexander Company 401(k) Profit Sharing Plan · Sponsored by Nicolas Alexander Company · California · Real Estate
$6M in assets, 14 participants
Nicolas Alexander Company's Nicolas Alexander Company 401(k) Profit Sharing Plan reported $6M in total assets and 14 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.
- #3,122 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Nicolas Alexander Company 401(k) Profit Sharing Plan ranks #3,122 of 4,727 2023 filers by assets (464% of the sector average)-$6M for 14 participants.
- #3,122
- in Real Estate (4,727 peers)
- +16.5%
- assets growth YoY
Nicolas Alexander Company 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Nicolas Alexander Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,597,102 46th percentile higher than 46% 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
Nicolas Alexander Company 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolas Alexander Company 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nicolas Alexander Company 401(k) Profit Sharing Plan reported net income rose from -$288K in the plan year 2022 filing to $792K in the plan year 2023 filing.
- Nicolas Alexander Company 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 14 in the plan year 2023 filing.
- Nicolas Alexander Company 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 810617378 · Nicolas Alexander Company PY 2023 · 401(k)
Nicolas Alexander Company 401(k) Profit Sharing Plan · $6M · 14 · 46th
- EOY $6M
- EOY 14
- EOY 46th
- EOY 401(k)
- EOY near United Electric Savings Plan
- EOY ind #3122
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 Real Estate retirement plans → · Plans in California →
Nicolas Alexander Company 401(k) Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $792K |
| Employer EIN | 810617378 |
| Plan Effective Date | 2003-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nicolas Alexander Company)
Sponsor-wide plan assets over time
All Nicolas Alexander Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 9.78883269037158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17 | $9M |
| 2023 | 2 | 24 | $9M |
| 2024 | 2 | 28 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Nicolas Alexander Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is United Electric Savings Plan in TX ($6M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- United Electric Savings Plan (TX) $6M · 107
- The Latacora 401(k) Plan (IL) $6M · 39
- The Action Network, Inc. 401(k) Plan (NY) $6M · 110
- Gault Chevrolet Company, Inc. Savings Plan (NY) $6M · 67
Similar participant headcount
Nearest other-state filings by covered participants (14 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.