401(k) · DOL Form 5500 · 2023

Alpine Saxon Woods LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
16
Participants Small participant base
73rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Alpine Saxon Woods Savings Plan · Sponsored by Alpine Saxon Woods LLC · New York · Finance & Insurance

$21M in assets, 16 participants

Alpine Saxon Woods LLC's Alpine Saxon Woods Savings Plan reported $21M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,308 in Finance & Insurance (8,869 peers)

Alpine Saxon Woods LLC multi-year trail

Alpine Saxon Woods LLC's plans moved +53.3% in assets from 2022 to 2024; this filing shows Alpine Saxon Woods Savings Plan at $21M / 16 participants.

#5,308
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY

Alpine Saxon Woods Savings Plan's outsized position by total assets

Alpine Saxon Woods Savings Plan vs every filed plan by assets

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

$20,619,367 Top 27% higher than 73% 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

Alpine Saxon Woods Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpine Saxon Woods Savings Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alpine Saxon Woods Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alpine Saxon Woods Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Alpine Saxon Woods Savings Plan reported participants fell from 18 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 882973008 · Alpine Saxon Woods LLC PY 2023 · 401(k)

Alpine Saxon Woods Savings Plan · $21M · 16 · 73rd

  • 5500 $21M
  • 5500 16
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Harborone Mortgage, LLC Retirement Plan
  • 5500 ind #5308

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 New York →

Alpine Saxon Woods Savings Plan in the asset neighbourhood

Alpine Saxon Woods Savings PlanAlpine Saxon Woods Savings P…$21MHarborone Mortgage, LLC Retirement PlanHarborone Mortgage, LLC Reti…$21MIntercare Holdings, Inc. Retirement Savings PlanIntercare Holdings, Inc. Ret…$21MAlan Ritchey, Inc. Employee Profit Sharing PlanAlan Ritchey, Inc. Employee …$21MFirst Bankers Trustshares, Inc. 401(k) Profit Sharing PlanFirst Bankers Trustshares, I…$21M
End-of-year total assets ($M) among Alpine Saxon Woods Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alpine Saxon Woods LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alpine Saxon Woods LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 53.29895340033044% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $25.2M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 18 $16M
2023 1 16 $21M
2024 1 16 $25M

Alpine Saxon Woods LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN882973008
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Alpine Saxon Woods Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alpine Saxon Woods Savings Plan, Total assets ($B): 0.020619367 · Participants: 16Alpine Saxon Woods Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Alpine Saxon Woods Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alpine Saxon Woods Savings Plan side-by-side with 3 peers →

Alpine Saxon Woods Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Harborone Mortgage, LLC Retirement Plan in NH ($21M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Alpine Saxon Woods Savings Plan assets move in 2023? ▼
Alpine Saxon Woods Savings Plan grew sharply - up 25.7% during 2023, from $16M to $21M. Reported net income was $4M.
How have Alpine Saxon Woods LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpine Saxon Woods LLC's sponsor-wide assets grew 53.3%, from $16M to $25M.
Which 401(k) plans are similar in size to Alpine Saxon Woods Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harborone Mortgage, LLC Retirement Plan in NH ($21M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Alpine Saxon Woods Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 882973008.

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.