401(k) · DOL Form 5500 · 2024

The Aligned Company 401(k) Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
35
Participants Small participant base
18th
Percentile by assets National rank
$14,511
Avg per participant Low balance/head
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Official DOL plan name: Extra 401(k) Plan · Sponsored by The Aligned Company · California · Finance & Insurance

$508K in assets, 35 participants

The Aligned Company's Extra 401(k) Plan reported $508K in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #820 in Finance & Insurance (8,549 peers)

The Aligned Company multi-year trail

The Aligned Company's plans moved -66.3% in assets from 2023 to 2024; this filing shows Extra 401(k) Plan at $508K / 35 participants.

#820
in Finance & Insurance (8,549 peers)
-66.3%
assets change YoY

The plan reported a net loss of $998K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Extra 401(k) Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$507,892 18th percentile higher than 18% of 123,620 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 2024

Extra 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Extra 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Extra 401(k) Plan reported net income fell from $628K in the plan year 2023 filing to -$998K in the plan year 2024 filing.
  • Extra 401(k) Plan reported participants fell from 114 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Extra 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $508K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 830866845 · The Aligned Company PY 2024 · 401(k)

Extra 401(k) Plan · $508K · 35 · 18th

  • PHOTO $508K
  • PHOTO 35
  • PHOTO 18th
  • PHOTO 401(k)
  • PHOTO near Superior Touch, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #820

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 Finance & Insurance retirement plans → · Plans in California →

Extra 401(k) Plan in the asset neighbourhood

Extra 401(k) Plan$508KSuperior Touch, Inc. 401(k) Profit Sharing PlanSuperior Touch, Inc. 401(k) …$508KBreakthru Beverage Illinois Belleville, LLC Local 50 401(k) PlanBreakthru Beverage Illinois …$508KCrossfire Technology Employees' Retirement PlanCrossfire Technology Employe…$508KBallard Automotive, Inc. 401(k) Profit Sharing PlanBallard Automotive, Inc. 401…$508K
End-of-year total assets ($M) among Extra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Aligned Company multi-year asset trail

Sponsor-wide plan assets over time

All The Aligned Company plans reported in each filing year

Latest sponsor-wide plan assets
$508K 66.2823945387108% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M$2M 20232024 $1.51M $0.51M ▼ -66.2%
Year Plans Participants Total Assets
2023 1 114 $2M
2024 1 35 $508K

The Aligned Company filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$508K
Net Income-$998K
Employer EIN830866845
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Extra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Extra 401(k) Plan, Total assets ($B): 0.000507892 · Participants: 35Extra 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Extra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Extra 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Superior Touch, Inc. 401(k) Profit Sharing Plan in AL ($508K); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Extra 401(k) Plan assets move in 2024? ▼
Extra 401(k) Plan contracted severely - down 66.3% during 2024, from $2M to $508K. Reported net income was -$998K.
How have The Aligned Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Aligned Company's sponsor-wide assets declined 66.3%, from $2M to $508K.
Where does Extra 401(k) Plan rank by assets among Form 5500 filers? ▼
Extra 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Extra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Touch, Inc. 401(k) Profit Sharing Plan in AL ($508K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Extra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830866845.

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.