401(k) · DOL Form 5500 · 2023

Alvis, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 367
Participants Below avg headcount: 47th
Percentile by assets National rank: $15,581
Avg per participant Low balance/head

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Official DOL plan name: Alvis, Inc. 401(k) Profit Sharing Plan · Sponsored by Alvis, Inc. · Ohio · Healthcare & Social Assistance

$6M in assets, 367 participants

Alvis, Inc.'s Alvis, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#9,104 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Alvis, Inc. 401(k) Profit Sharing Plan covers 367 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#9,104
in Healthcare & Social Assistance (17,684 peers): +14.3%
assets growth YoY

Alvis, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alvis, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,718,309 47th percentile higher than 47% 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

Alvis, Inc. 401(k) Profit Sharing 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. Alvis, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (367 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Alvis, Inc. 401(k) Profit Sharing Plan reported net income rose from -$587K in the plan year 2022 filing to $717K in the plan year 2023 filing.
Alvis, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Alvis, Inc. 401(k) Profit Sharing Plan reported participants rose from 342 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310743167 · Alvis, Inc. PY 2023 · 401(k)

Alvis, Inc. 401(k) Profit Sharing Plan · $6M · 367 · 47th

PHOTO $6M
IND 367
EOY 47th
5500 401(k)
ASSETS near Orlando Credit Union
PCT ind #9104

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Alvis, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$717K
Employer EIN	310743167
Plan Effective Date	2007-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alvis, Inc.)

Latest sponsor-wide plan assets: $6M 22.98502825073391% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	342	$5M
2023	1	367	$6M
2024	1	381	$6M

Nearby 401(k) Plans in Ohio

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

Alvis, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Alvis, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alvis, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Orlando Credit Union in FL ($6M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Orlando Credit Union (FL) $6M · 73
Pepsi-Cola Bottling Co. of Corbin Inc. 401(k) Plan (KY) $6M · 320
Communication Technologies, Inc. 401(k) Plan (VA) $6M · 10
Frank G. Love Envelopes Employee 401(k) Profit Sharing Plan (OK) $6M · 144

Similar participant headcount

Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.

Lacerta Group, LLC 401(k) Plan (MA) 367 · 0 off
Kind 401(k) Plan (DC) 367 · 0 off
National Ewp, Inc. 401(k) Plan (NV) 367 · 0 off
Wps Bargaining Unit Employees 401(k) Plan (WI) 367 · 0 off

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 Alvis, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Alvis, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.3% during 2023, from $5M to $6M. Reported net income was $717K.

How have Alvis, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alvis, Inc.'s sponsor-wide assets grew 23.0%, from $5M to $6M.

Which 401(k) plans are similar in size to Alvis, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Orlando Credit Union in FL ($6M, 73 participants).

Which 401(k) plans cover a similar participant headcount to Alvis, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 310743167.