401(k) · DOL Form 5500 · 2024

A.L. George LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
244
Participants Below avg headcount
66th
Percentile by assets National rank
$64,875
Avg per participant Low balance/head
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Official DOL plan name: A.L. George LLC. 401(k) Salary Savings Plan · Sponsored by A.L. George LLC · New York · Wholesale Trade

$16M in assets, 244 participants

A.L. George LLC's A.L. George LLC. 401(k) Salary Savings Plan reported $16M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,578 in Wholesale Trade (6,080 peers)

Coverage in New York

A.L. George LLC. 401(k) Salary Savings Plan covers 244 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $16M.

#3,578
in Wholesale Trade (6,080 peers)
+0.5%
assets growth YoY

A.L. George LLC. 401(k) Salary Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

A.L. George LLC. 401(k) Salary Savings Plan vs every filed plan by assets

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

$15,829,609 Top 34% higher than 66% 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

A.L. George LLC. 401(k) Salary Savings Plan 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. A.L. George LLC. 401(k) Salary Savings Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A.L. George LLC. 401(k) Salary Savings Plan reported net income fell from $2M in the plan year 2023 filing to $89K in the plan year 2024 filing.
  • A.L. George LLC. 401(k) Salary Savings Plan reported participants rose from 221 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161613705 · A.L. George LLC PY 2024 · 401(k)

A.L. George LLC. 401(k) Salary Savings Plan · $16M · 244 · 66th

  • EIN $16M
  • EIN 244
  • EIN 66th
  • EIN 401(k)
  • EIN near R& K Solutions 401(k) Plan
  • EIN ind #3578

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 Wholesale Trade retirement plans → · Plans in New York →

A.L. George LLC. 401(k) Salary Savings Plan in the asset neighbourhood

A.L. George LLC. 401(k) Salary Savings PlanA.L. George LLC. 401(k) Sala…$16MR& K Solutions 401(k) Plan$16MSunvair Aerospace Group, Inc. 401(k) PlanSunvair Aerospace Group, Inc…$16MGridpoint, Inc. 401(k) Plan$16MJames H Van Epps 401(k) Profit Sharing PlanJames H Van Epps 401(k) Prof…$16M
End-of-year total assets ($M) among A.L. George LLC. 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$89K
Employer EIN161613705
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L. George LLC)

Sponsor-wide plan assets over time

All A.L. George LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.167203979504428% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.1M $15.8M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 205 $14M
2023 1 221 $16M
2024 1 244 $16M

Nearby 401(k) Plans in New York

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

A.L. George LLC. 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants A.L. George LLC. 401(k) Salary Savings Plan, Total assets ($B): 0.015829609 · Participants: 244A.L. George LLC. 401(k) Salary Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
A.L. George LLC. 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

A.L. George LLC. 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is R& K Solutions 401(k) Plan in VA ($16M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (244 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 A.L. George LLC. 401(k) Salary Savings Plan assets move in 2024?
A.L. George LLC. 401(k) Salary Savings Plan held essentially flat - up 0.5% during 2024, from $16M to $16M. Reported net income was $89K.
How have A.L. George LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), A.L. George LLC's sponsor-wide assets grew 12.2%, from $14M to $16M.
Which 401(k) plans are similar in size to A.L. George LLC. 401(k) Salary Savings Plan?
Among 401(k) plans in other states, the closest by assets is R& K Solutions 401(k) Plan in VA ($16M, 58 participants).
Which 401(k) plans cover a similar participant headcount to A.L. George LLC. 401(k) Salary Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K in assets).