401(k) · DOL Form 5500 · 2024

Alcott Hr Group, LLC 401(k) Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
2,800
Participants Above avg headcount
95th
Percentile by assets National rank
$81,485
Avg per participant Below avg balance/head
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Official DOL plan name: The Alcott Group 401(k) Plan · Sponsored by Alcott Hr Group, LLC · New York · Administrative & Support Services

$228M in assets, 2,800 participants

Alcott Hr Group, LLC's The Alcott Group 401(k) Plan reported $228M in total assets and 2,800 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,252 in Administrative & Support Services (4,368 peers)

Coverage in New York

The Alcott Group 401(k) Plan covers 2,800 participants in New York, 3.5x the typical New York plan (state average ~798 per filing). Assets: $228M.

#4,252
in Administrative & Support Services (4,368 peers)
+15.8%
assets growth YoY
2.3×
vs typical plan assets (national mean)

The Alcott Group 401(k) Plan's outsized position by total assets

The Alcott Group 401(k) Plan vs every filed plan by assets

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

$228,157,394 Top 5% higher than 95% 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

The Alcott Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Alcott Group 401(k) Plan lands in the large band (2,800 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Alcott Group 401(k) Plan end-of-year assets rose from $197M in the plan year 2023 filing to $228M in the plan year 2024 filing.
  • The Alcott Group 401(k) Plan reported participants fell from 3,002 in the plan year 2023 filing to 2,800 in the plan year 2024 filing.
  • The Alcott Group 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261638437 · Alcott Hr Group, LLC PY 2024 · 401(k)

The Alcott Group 401(k) Plan · $228M · 2,800 · 95th

  • EOY $228M
  • 5500 2,800
  • ASSETS 95th
  • PCT 401(k)
  • EIN near Pharmavite's 401(k) Savings Plan
  • RANK ind #4252

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 Administrative & Support Services retirement plans → · Plans in New York →

The Alcott Group 401(k) Plan in the asset neighbourhood

Wallenius Wilhelmsen Group of Companies 401(k) PlanWallenius Wilhelmsen Group o…$228MScience Systems and Applications, Inc. 401(k) Profit Sharing Plan and TrustScience Systems and Applicat…$228MThe Alcott Group 401(k) Plan$228MPharmavite's 401(k) Savings PlanPharmavite's 401(k) Savings …$228MOglethorpe Power Corporation Retirement PlanOglethorpe Power Corporation…$228M
End-of-year total assets ($M) among The Alcott Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$228M
Net Income$32M
Employer EIN261638437
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alcott Hr Group, LLC)

Sponsor-wide plan assets over time

All Alcott Hr Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$228M 41.84781721406834% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $161M $228M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 2,510 $161M
2023 1 3,002 $197M
2024 1 2,800 $228M

Nearby 401(k) Plans in New York

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

The Alcott Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Alcott Group 401(k) Plan, Total assets ($B): 0.228157394 · Participants: 2800The Alcott Group 401(k) 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
The Alcott Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Alcott Group 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Pharmavite's 401(k) Savings Plan in CA ($228M); by covered participants it is Ziegler Inc. Voluntary Retirement Savings Plan in MN (2,800 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,800 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 The Alcott Group 401(k) Plan assets move in 2024? ▼
The Alcott Group 401(k) Plan grew sharply - up 15.8% during 2024, from $197M to $228M. Reported net income was $32M.
How have Alcott Hr Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alcott Hr Group, LLC's sponsor-wide assets grew 41.8%, from $161M to $228M.
Where does The Alcott Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Alcott Group 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Alcott Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pharmavite's 401(k) Savings Plan in CA ($228M, 1,834 participants).
Which 401(k) plans cover a similar participant headcount to The Alcott Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ziegler Inc. Voluntary Retirement Savings Plan in MN (2,800 participants, $387M 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 261638437.

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.