401(k) · DOL Form 5500 · 2023
The Aligned Company 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $13,213
- Avg per participant Low balance/head
Official DOL plan name: Extra 401(k) Plan · Sponsored by The Aligned Company · California · Finance & Insurance
$2M in assets, 114 participants
The Aligned Company's Extra 401(k) Plan reported $2M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,627 in Finance & Insurance (8,869 peers)
Coverage in California
Extra 401(k) Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.
- #1,627
- in Finance & Insurance (8,869 peers)
- +71.4%
- assets growth YoY
Extra 401(k) Plan among the smaller filed plans by assets
Extra 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,506,311 27th percentile higher than 27% 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
Extra 401(k) 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. Extra 401(k) Plan sits mid-pack in the medium band (114 participants).
Form 5500 schedule snapshot
Filing strip 830866845 · The Aligned Company PY 2023 · 401(k)
Extra 401(k) Plan · $2M · 114 · 27th
- 5500 $2M
- 5500 114
- 5500 27th
- 5500 401(k)
- 5500 near Kvc Enterprises, Inc. 401(k) Plan
- 5500 ind #1627
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 California →
Extra 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $879K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $628K |
| Employer EIN | 830866845 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Aligned Company)
Sponsor-wide plan assets over time
All The Aligned Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $508K 66.2823945387108% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 114 | $2M |
| 2024 | 1 | 35 | $508K |
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
Extra 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kvc Enterprises, Inc. 401(k) Plan in MO ($2M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Austin Medical Center 403b Plan (MN) 114 · 0 off
- Kam-Way 401(k) Plan (WA) 114 · 0 off
- Contributor Development Partnership, Pbc Retirement Plan (MA) 114 · 0 off
- Grand Lodge of Iowa 401(k) Retirement Plan (IA) 114 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.