401(k) · DOL Form 5500 · 2023
Unifrax I LLC 401(k) Plan
Data updated 2026-08-11
- $240M
- Total assets
- 1,115
- Participants
- 95th
- Percentile by assets
- $215,048
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $240M
- total plan assets (2023 EOY)
- 1,115
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $215,048
- avg assets per participant
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.
Alkegen 401(k) Plan vs the 2023 asset distribution
By assets, Alkegen 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $240M |
| Net Income | $19M |
| Employer EIN | 341535916 |
| Plan Effective Date | 1996-10-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unifrax I LLC)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Alkegen 401(k) Plan by total assets, not by location.
- The Lincoln Property Company 401(k) Retirement and Savings Plan (TX) $240M · 4,250
- Cp 401(k) Savings Plan (MN) $240M · 3,056
- Godfrey & Kahn, S.C. 401(k) Retirement Plan (WI) $239M · 373
- Smithbucklin Employee Retirement Plan (IL) $239M · 656
Frequently Asked Questions
How did Alkegen 401(k) Plan assets move in 2023? ▼
How have Unifrax I LLC plan assets changed over time? ▼
Where does Alkegen 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Alkegen 401(k) Plan? ▼
Next read for Alkegen 401(k) Plan
Scale reading
Ways to act on Alkegen 401(k) Plan's numbers.
- By total assets, Alkegen 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Unifrax I LLC's sponsor-wide assets have grown 104.3% since 2022 across 3 plan years on file. More Manufacturing plans