Money Purchase · DOL Form 5500 · 2023

Joseph Alexander Foundation, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$705,700
Avg per participant High balance/head
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Official DOL plan name: The Joseph Alexander Foundation Pension Trust · Sponsored by Joseph Alexander Foundation, Inc. · Pennsylvania · Other Services

$1M in assets, 2 participants

Joseph Alexander Foundation, Inc.'s The Joseph Alexander Foundation Pension Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,064 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Joseph Alexander Foundation Pension Trust ranks #4,064 of 7,857 2023 filers by assets (1422% of the sector average)-$1M for 2 participants.

#4,064
in Other Services (7,857 peers)
+15.1%
assets growth YoY

The Joseph Alexander Foundation Pension Trust among the smaller filed plans by assets

The Joseph Alexander Foundation Pension Trust vs every filed plan by assets

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

$1,411,400 27th percentile higher than 27% 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

The Joseph Alexander Foundation Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Joseph Alexander Foundation Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Joseph Alexander Foundation Pension Trust reported net income rose from -$3K in the plan year 2022 filing to $185K in the plan year 2023 filing.
  • The Joseph Alexander Foundation Pension Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510175951 · Joseph Alexander Foundation, Inc. PY 2023 · Money Purchase

The Joseph Alexander Foundation Pension Trust · $1M · 2 · 27th

  • EBSA $1M
  • EBSA 2
  • EBSA 27th
  • EBSA Money Purchase
  • EBSA near Delta Technology Corporation Money Purchase Pension Plan
  • EBSA ind #4064

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 Other Services retirement plans → · Plans in Pennsylvania →

The Joseph Alexander Foundation Pension Trust in the asset neighbourhood

John F. Pietruszka Dds Keogh PlanJohn F. Pietruszka Dds Keogh…$1MThe Joseph Alexander Foundation Pension TrustThe Joseph Alexander Foundat…$1MDelta Technology Corporation Money Purchase Pension PlanDelta Technology Corporation…$1MMaurer Development Company Money Purchase Pension PlanMaurer Development Company M…$1MPurnachandra Yerneni Md Keogh Profit SharingPurnachandra Yerneni Md Keog…$1M
End-of-year total assets ($M) among The Joseph Alexander Foundation Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$185K
Employer EIN510175951
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph Alexander Foundation, Inc.)

Sponsor-wide plan assets over time

All Joseph Alexander Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.064347661619184% vs 2022
2023 filing year
$1.2M$1.3M$1.4M$1.5M 20222023 $1.23M $1.41M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Joseph Alexander Foundation Pension Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants The Joseph Alexander Foundation Pension Trust, Total assets ($M): 1.4114 · Participants: 2The Joseph Alexander Foundation Pension TrustCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
The Joseph Alexander Foundation Pension Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare The Joseph Alexander Foundation Pension Trust side-by-side with 3 peers →

The Joseph Alexander Foundation Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Delta Technology Corporation Money Purchase Pension Plan in WA ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 The Joseph Alexander Foundation Pension Trust assets move in 2023? ▼
The Joseph Alexander Foundation Pension Trust grew sharply - up 15.1% during 2023, from $1M to $1M. Reported net income was $185K.
How have Joseph Alexander Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joseph Alexander Foundation, Inc.'s sponsor-wide assets grew 15.1%, from $1M to $1M.
Which Money Purchase plans are similar in size to The Joseph Alexander Foundation Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Delta Technology Corporation Money Purchase Pension Plan in WA ($1M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to The Joseph Alexander Foundation Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 510175951.

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.