401(k) · DOL Form 5500 · 2023

V Alexander & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
209
Participants Below avg headcount
81st
Percentile by assets National rank
$158,414
Avg per participant Above avg balance/head
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Official DOL plan name: V. Alexander & Co., Inc. Savings Plan · Sponsored by V Alexander & Co., Inc. · Tennessee · Transportation & Warehousing

$33M in assets, 209 participants

V Alexander & Co., Inc.'s V. Alexander & Co., Inc. Savings Plan reported $33M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,665 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

V. Alexander & Co., Inc. Savings Plan covers 209 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $33M.

#2,665
in Transportation & Warehousing (3,362 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

V. Alexander & Co., Inc. Savings Plan's outsized position by total assets

V. Alexander & Co., Inc. Savings Plan vs every filed plan by assets

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

$33,108,469 Top 19% higher than 81% 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

V. Alexander & Co., Inc. Savings 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. V. Alexander & Co., Inc. Savings Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • V. Alexander & Co., Inc. Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • V. Alexander & Co., Inc. Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • V. Alexander & Co., Inc. Savings Plan reported participants rose from 187 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620672816 · V Alexander & Co., Inc. PY 2023 · 401(k)

V. Alexander & Co., Inc. Savings Plan · $33M · 209 · 81st

  • PCT $33M
  • PCT 209
  • PCT 81st
  • PCT 401(k)
  • PCT near Waterfield Technologies 401(k) Plan
  • PCT ind #2665

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

V. Alexander & Co., Inc. Savings Plan in the asset neighbourhood

V. Alexander & Co., Inc. Savings PlanV. Alexander & Co., Inc. Sav…$33MWaterfield Technologies 401(k) PlanWaterfield Technologies 401(…$33MOak Valley Community Bank 401(k) Profit Sharing PlanOak Valley Community Bank 40…$33MCovert Auto Group 401(k) Plan$33MPatrick Dealer Group Savings PlanPatrick Dealer Group Savings…$33M
End-of-year total assets ($M) among V. Alexander & Co., Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN620672816
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (V Alexander & Co., Inc.)

Sponsor-wide plan assets over time

All V Alexander & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.471258601066022% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $36M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 187 $29M
2023 1 209 $33M
2024 1 201 $36M

Nearby 401(k) Plans in Tennessee

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

V. Alexander & Co., Inc. Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants V. Alexander & Co., Inc. Savings Plan, Total assets ($B): 0.033108469 · Participants: 209V. Alexander & Co., Inc. Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
V. Alexander & Co., Inc. Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare V. Alexander & Co., Inc. Savings Plan side-by-side with 3 peers →

V. Alexander & Co., Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Waterfield Technologies 401(k) Plan in OK ($33M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 V. Alexander & Co., Inc. Savings Plan assets move in 2023? ▼
V. Alexander & Co., Inc. Savings Plan grew at a solid clip - up 14.4% during 2023, from $29M to $33M. Reported net income was $4M.
How have V Alexander & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), V Alexander & Co., Inc.'s sponsor-wide assets grew 24.5%, from $29M to $36M.
Where does V. Alexander & Co., Inc. Savings Plan rank by assets among Form 5500 filers? ▼
V. Alexander & Co., Inc. Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to V. Alexander & Co., Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waterfield Technologies 401(k) Plan in OK ($33M, 395 participants).
Which 401(k) plans cover a similar participant headcount to V. Alexander & Co., Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 620672816.

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.