401(k) · DOL Form 5500 · 2024
Alternatives in Psychological 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $45,796
- Avg per participant Low balance/head
Official DOL plan name: Alternatives in Psychological 401 K Profit Sharing Plan and Trust · Sponsored by Alternatives in Psychological · Wisconsin · Healthcare & Social Assistance
$6M in assets, 125 participants
Alternatives in Psychological's Alternatives in Psychological 401 K Profit Sharing Plan and Trust reported $6M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,124 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Alternatives in Psychological 401 K Profit Sharing Plan and Trust covers 125 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #8,124
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
Alternatives in Psychological 401 K Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Alternatives in Psychological 401 K Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,724,492 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Alternatives in Psychological 401 K Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alternatives in Psychological 401 K Profit Sharing Plan and Trust sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alternatives in Psychological 401 K Profit Sharing Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $684K in the plan year 2024 filing.
- Alternatives in Psychological 401 K Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Alternatives in Psychological 401 K Profit Sharing Plan and Trust reported participants fell from 135 in the plan year 2023 filing to 125 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391850832 · Alternatives in Psychological PY 2024 · 401(k)
Alternatives in Psychological 401 K Profit Sharing Plan and Trust · $6M · 125 · 44th
- SCH $6M
- SCH 125
- SCH 44th
- SCH 401(k)
- SCH near Commerceiq Retirement Plan
- SCH ind #8124
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 Wisconsin →
Alternatives in Psychological 401 K Profit Sharing Plan and Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $684K |
| Employer EIN | 391850832 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alternatives in Psychological)
Sponsor-wide plan assets over time
All Alternatives in Psychological plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 44.44498554791142% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $4M |
| 2023 | 1 | 135 | $5M |
| 2024 | 1 | 125 | $6M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Alternatives in Psychological 401 K Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Commerceiq Retirement Plan in CA ($6M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Commerceiq Retirement Plan (CA) $6M · 108
- Arles Management Inc Profit Sharing Plan (NY) $6M · 3
- Exedy America 401(k) Plan (TN) $6M · 197
- Forest Park Forever 401(k) Plan (MO) $6M · 79
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Portland Forge Interim Manufacturing Plan (IN) 125 · 0 off
- La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
- Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
- Bmw Fresno 401(k) Plan (CA) 125 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.