401(k) · DOL Form 5500 · 2023

Unifrax I LLC 401(k) Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
1,115
Participants Near avg headcount
95th
Percentile by assets National rank
$215,048
Avg per participant Above avg balance/head
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Official DOL plan name: Alkegen 401(k) Plan · Sponsored by Unifrax I LLC · New York · Manufacturing

$240M in assets, 1,115 participants

Unifrax I LLC's Alkegen 401(k) Plan reported $240M in total assets and 1,115 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.

  • #17,373 in Manufacturing (18,722 peers)

Where Alkegen 401(k) Plan sits by assets

Alkegen 401(k) Plan sits in the top 5% of all filed plans by assets, $240M for 1,115 participants (~$215,048/participant), up 93.6% in 2023.

#17,373
in Manufacturing (18,722 peers)
+93.6%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Alkegen 401(k) Plan's outsized position by total assets

Alkegen 401(k) Plan vs every filed plan by assets

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

$239,778,854 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

Alkegen 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. Alkegen 401(k) Plan lands in the large band (1,115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alkegen 401(k) Plan reported net income rose from -$28M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Alkegen 401(k) Plan end-of-year assets rose from $124M in the plan year 2022 filing to $240M in the plan year 2023 filing.
  • Alkegen 401(k) Plan reported participants rose from 996 in the plan year 2022 filing to 1,115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341535916 · Unifrax I LLC PY 2023 · 401(k)

Alkegen 401(k) Plan · $240M · 1,115 · 95th

  • EIN $240M
  • EIN 1,115
  • EIN 95th
  • EIN 401(k)
  • EIN near The Lincoln Property Company 401(k) Retirement and Savings Plan
  • EIN ind #17373

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 Manufacturing retirement plans → · Plans in New York →

Alkegen 401(k) Plan in the asset neighbourhood

The Lincoln Property Company 401(k) Retirement and Savings PlanThe Lincoln Property Company…$240MAlkegen 401(k) Plan$240MCp 401(k) Savings Plan$240MGodfrey & Kahn, S.C. 401(k) Retirement PlanGodfrey & Kahn, S.C. 401(k) …$239MSmithbucklin Employee Retirement PlanSmithbucklin Employee Retire…$239M
End-of-year total assets ($M) among Alkegen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$240M
Net Income$19M
Employer EIN341535916
Plan Effective Date1996-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Unifrax I LLC)

Sponsor-wide plan assets over time

All Unifrax I LLC plans reported in each filing year

Latest sponsor-wide plan assets
$276M 104.31565560624176% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $135M $276M ▲ +104.3%
Year Plans Participants Total Assets
2022 2 1,173 $135M
2023 2 1,276 $253M
2024 2 1,959 $276M

Nearby 401(k) Plans in New York

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

Alkegen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alkegen 401(k) Plan, Total assets ($B): 0.239778854 · Participants: 1115Alkegen 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
Alkegen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alkegen 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Lincoln Property Company 401(k) Retirement and Savings Plan in TX ($240M); by covered participants it is Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan in MA (1,115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,115 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 Alkegen 401(k) Plan assets move in 2023? ▼
Alkegen 401(k) Plan surged - up 93.6% during 2023, from $124M to $240M. Reported net income was $19M.
How have Unifrax I LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unifrax I LLC's sponsor-wide assets grew 104.3%, from $135M to $276M.
Where does Alkegen 401(k) Plan rank by assets among Form 5500 filers? ▼
Alkegen 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 Alkegen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lincoln Property Company 401(k) Retirement and Savings Plan in TX ($240M, 4,250 participants).
Which 401(k) plans cover a similar participant headcount to Alkegen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan in MA (1,115 participants, $14M 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 341535916.

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.