401(k) · DOL Form 5500 · 2023

Alcott Hr Group, LLC 401(k) Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
3,002
Participants Above avg headcount
95th
Percentile by assets National rank
$65,609
Avg per participant Below avg balance/head
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Official DOL plan name: The Alcott Group 401(k) Plan · Sponsored by Alcott Hr Group, LLC · New York · Administrative & Support Services

$197M in assets, 3,002 participants

Alcott Hr Group, LLC's The Alcott Group 401(k) Plan reported $197M in total assets and 3,002 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,256 in Administrative & Support Services (4,372 peers)

Coverage in New York

The Alcott Group 401(k) Plan covers 3,002 participants in New York, 3.8x the typical New York plan (state average ~798 per filing). Assets: $197M.

#4,256
in Administrative & Support Services (4,372 peers)
+22.5%
assets growth YoY
2.0×
vs typical plan assets (national mean)

The Alcott Group 401(k) Plan's outsized position by total assets

The Alcott Group 401(k) Plan vs every filed plan by assets

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

$196,959,352 Top 5% higher than 95% 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

The Alcott Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Alcott Group 401(k) Plan lands in the large band (3,002 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Alcott Group 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Alcott Group 401(k) Plan end-of-year assets rose from $161M in the plan year 2022 filing to $197M in the plan year 2023 filing.
  • The Alcott Group 401(k) Plan reported participants rose from 2,510 in the plan year 2022 filing to 3,002 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261638437 · Alcott Hr Group, LLC PY 2023 · 401(k)

The Alcott Group 401(k) Plan · $197M · 3,002 · 95th

  • EIN $197M
  • EIN 3,002
  • EIN 95th
  • EIN 401(k)
  • EIN near World Wildlife Fund, Inc. Tax Deferred Pension Plan
  • EIN ind #4256

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 Administrative & Support Services retirement plans → · Plans in New York →

The Alcott Group 401(k) Plan in the asset neighbourhood

Children's Specialty Group, PLLC 401(k) Profit Sharing PlanChildren's Specialty Group, …$197MThe Golden 1 Employee Savings and Investment PlanThe Golden 1 Employee Saving…$197MWorld Wildlife Fund, Inc. Tax Deferred Pension PlanWorld Wildlife Fund, Inc. Ta…$197MThe Alcott Group 401(k) Plan$197MToshiba International Corporation Retirement Savings PlanToshiba International Corpor…$197M
End-of-year total assets ($M) among The Alcott Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$197M
Net Income$34M
Employer EIN261638437
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alcott Hr Group, LLC)

Sponsor-wide plan assets over time

All Alcott Hr Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$228M 41.84781721406834% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $161M $228M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 2,510 $161M
2023 1 3,002 $197M
2024 1 2,800 $228M

Nearby 401(k) Plans in New York

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

The Alcott Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Alcott Group 401(k) Plan, Total assets ($B): 0.196959352 · Participants: 3002The Alcott Group 401(k) 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
The Alcott Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Alcott Group 401(k) Plan side-by-side with 3 peers →

The Alcott Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is World Wildlife Fund, Inc. Tax Deferred Pension Plan in DC ($197M); by covered participants it is Brookshire Brothers Ksop in TX (3,002 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,002 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 The Alcott Group 401(k) Plan assets move in 2023? ▼
The Alcott Group 401(k) Plan grew sharply - up 22.5% during 2023, from $161M to $197M. Reported net income was $34M.
How have Alcott Hr Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alcott Hr Group, LLC's sponsor-wide assets grew 41.8%, from $161M to $228M.
Where does The Alcott Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Alcott Group 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Alcott Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Wildlife Fund, Inc. Tax Deferred Pension Plan in DC ($197M, 682 participants).
Which 401(k) plans cover a similar participant headcount to The Alcott Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brookshire Brothers Ksop in TX (3,002 participants, $148M 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 261638437.

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.