401(k) · DOL Form 5500 · 2024

Alvogen Group, Inc. 401(k) Plan

Data updated 2026-08-11

$106M
Total assets
562
Participants
91st
Percentile by assets
$187,832
Avg per participant
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Official DOL plan name: Alvogen Group Savings Incentive Plan · Sponsored by Alvogen Group, Inc. · New York · Manufacturing

$106M in assets, 562 participants

Alvogen Group, Inc.'s Alvogen Group Savings Incentive Plan reported $106M in total assets and 562 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #15,361 in Manufacturing (17,777 peers)

Where Alvogen Group Savings Incentive Plan sits by assets

Alvogen Group Savings Incentive Plan sits in the top 10% of all filed plans by assets, $106M for 562 participants (~$187,832/participant), up 17.1% in 2024.

$106M
total plan assets (2024 EOY)
562
covered participants
91st
percentile by assets (of 123,622 plans)
$187,832
avg assets per participant

Where Alvogen Group Savings Incentive Plan sits by total assets

Alvogen Group Savings Incentive Plan vs every filed plan by assets

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

$105,561,756 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alvogen Group Savings Incentive Plan end-of-year assets rose from $90M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Alvogen Group Savings Incentive Plan reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Alvogen Group Savings Incentive Plan reported participants rose from 550 in the plan year 2023 filing to 562 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Alvogen Group Savings Incentive Plan vs the 2024 asset distribution

By assets, Alvogen Group Savings Incentive Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$106M
Net Income$15M
Employer EIN260557685
Plan Effective Date2007-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Alvogen Group, Inc.)

$70M$80M$90M$100M$110M 202220232024 $74.1M $106M ▲ +42.5%
Total plan assets by year, all Alvogen Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 658 $74M
2023 1 550 $90M
2024 1 562 $106M

Nearby 401(k) Plans in New York

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

Alvogen Group Savings Incentive Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alvogen Group Saving…, Total assets ($B): 0.105561756 · Participants: 562Alvogen Group Saving…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Alvogen Group Savings Incentive Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Alvogen Group Savings Incentive Plan by total assets, not by location.

Frequently Asked Questions

How did Alvogen Group Savings Incentive Plan assets move in 2024?
Alvogen Group Savings Incentive Plan grew sharply - up 17.1% during 2024, from $90M to $106M. Reported net income was $15M.
How have Alvogen Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alvogen Group, Inc.'s sponsor-wide assets grew 42.5%, from $74M to $106M.
Where does Alvogen Group Savings Incentive Plan rank by assets among Form 5500 filers?
Alvogen Group Savings Incentive Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Alvogen Group Savings Incentive Plan?
Among 401(k) plans in other states, the closest by assets is Ksm Business Services, Inc. 401(k) Plan in IN ($106M, 559 participants).

Next read for Alvogen Group Savings Incentive Plan

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