Defined Benefit (Pension) · DOL Form 5500 · 2023

Nicolas Alexander Company Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
39th
Percentile by assets National rank
$373,100
Avg per participant High balance/head
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Official DOL plan name: Nicolas Alexander Company Retirement Plan · Sponsored by Nicolas Alexander Company · California · Real Estate

$4M in assets, 10 participants

Nicolas Alexander Company's Nicolas Alexander Company Retirement Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,789 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Nicolas Alexander Company Retirement Plan ranks #2,789 of 4,727 2023 filers by assets (696% of the sector average)-$4M for 10 participants.

#2,789
in Real Estate (4,727 peers)
+0.7%
assets growth YoY

Nicolas Alexander Company Retirement Plan's mid-pack asset rank among Real Estate and all filers

Nicolas Alexander Company Retirement Plan vs every filed plan by assets

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

$3,731,000 39th percentile higher than 39% 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

Nicolas Alexander Company Retirement Plan among micro 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 Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicolas Alexander Company Retirement Plan reported net income fell from $436K in the plan year 2022 filing to $27K in the plan year 2023 filing.
  • Nicolas Alexander Company Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810617378 · Nicolas Alexander Company PY 2023 · Defined Benefit (Pension)

Nicolas Alexander Company Retirement Plan · $4M · 10 · 39th

  • PART $4M
  • PART 10
  • PART 39th
  • PART Defined Benefit (Pension)
  • PART near Precision Valve North America, Inc. Pension Plan
  • PART ind #2789

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 Retirement Plan in the asset neighbourhood

Famous Uni Corporation Pension PlanFamous Uni Corporation Pensi…$4MNicolas Alexander Company Retirement PlanNicolas Alexander Company Re…$4MPrecision Valve North America, Inc. Pension PlanPrecision Valve North Americ…$4MThe Rodon/K'nex Defined Benefit PlanThe Rodon/K'nex Defined Bene…$4MRock River Energy Services Co. Pension Plan and TrustRock River Energy Services C…$4M
End-of-year total assets ($M) among Nicolas Alexander Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$27K
Employer EIN810617378
Plan Effective Date2013-01-01
Filing StatusFILING 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
$8M$8.5M$9M$9.5M 202220232024 $8.51M $9.34M ▲ +9.8%
Year Plans Participants Total Assets
2022 2 17 $9M
2023 2 24 $9M
2024 2 28 $9M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nicolas Alexander Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Nicolas Alexander Company Retirement Plan, Total assets ($B): 0.003731 · Participants: 10Nicolas Alexander Company Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Nicolas Alexander Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Nicolas Alexander Company Retirement Plan side-by-side with 3 peers →

Nicolas Alexander Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Precision Valve North America, Inc. Pension Plan in SC ($4M); by covered participants it is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Nicolas Alexander Company Retirement Plan assets move in 2023? ▼
Nicolas Alexander Company Retirement Plan held essentially flat - up 0.7% during 2023, from $4M to $4M. Reported net income was $27K.
How have Nicolas Alexander Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolas Alexander Company's sponsor-wide assets grew 9.8%, from $9M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Nicolas Alexander Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Precision Valve North America, Inc. Pension Plan in SC ($4M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nicolas Alexander Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 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 810617378.

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.