401(k) · DOL Form 5500 · 2024

Alvogen Group, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
562
Participants Below avg headcount
91st
Percentile by assets National rank
$187,832
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,361
in Manufacturing (17,777 peers)
+17.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Alvogen Group Savings Incentive Plan's outsized position 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 $2,050,000,000 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

Alvogen Group Savings Incentive 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. Alvogen Group Savings Incentive Plan sits mid-pack in the medium band (562 participants).

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 →

Plan-year Form 5500 strip

Filing strip 260557685 · Alvogen Group, Inc. PY 2024 · 401(k)

Alvogen Group Savings Incentive Plan · $106M · 562 · 91st

  • PCT $106M
  • PCT 562
  • PCT 91st
  • PCT 401(k)
  • PCT near Ksm Business Services, Inc. 401(k) Plan
  • PCT ind #15361

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 Manufacturing retirement plans → · Plans in New York →

Alvogen Group Savings Incentive Plan in the asset neighbourhood

Riverside Research Institute Tax-Sheltered Retirement Income PlanRiverside Research Institute…$106MSchuber Mitchell Homes Retirement Savings PlanSchuber Mitchell Homes Retir…$106MReliance Test & Technology, LLC 401(k) PlanReliance Test & Technology, …$106MAlvogen Group Savings Incentive PlanAlvogen Group Savings Incent…$106MKsm Business Services, Inc. 401(k) PlanKsm Business Services, Inc. …$106M
End-of-year total assets ($M) among Alvogen Group Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Alvogen Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 42.52198529768953% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.1M $106M ▲ +42.5%
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 ($B) Participants Alvogen Group Savings Incentive Plan, Total assets ($B): 0.105561756 · Participants: 562Alvogen Group Savings Incentive 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
Alvogen Group Savings Incentive Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alvogen Group Savings Incentive Plan side-by-side with 3 peers →

Alvogen Group Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ksm Business Services, Inc. 401(k) Plan in IN ($106M); by covered participants it is Word & Brown 401(k) Retirement Plan in CA (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (562 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 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).
Which 401(k) plans cover a similar participant headcount to Alvogen Group Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Word & Brown 401(k) Retirement Plan in CA (562 participants, $94M 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 260557685.

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.