401(k) · DOL Form 5500 · 2024

R and a Alexander Investments Ll 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
90
Participants Small participant base
32nd
Percentile by assets National rank
$29,196
Avg per participant Low balance/head
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Official DOL plan name: R and a Alexander Investments LLC 401(k) Profit Sharing Plan a · Sponsored by R and a Alexander Investments Ll · California · Retail Trade

$3M in assets, 90 participants

R and a Alexander Investments Ll's R and a Alexander Investments LLC 401(k) Profit Sharing Plan a reported $3M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,571 in Retail Trade (8,048 peers)

R and a Alexander Investments Ll multi-year trail

R and a Alexander Investments Ll's plans moved +88.3% in assets from 2022 to 2024; this filing shows R and a Alexander Investments LLC 401(k) Profit Sharing Plan a at $3M / 90 participants.

#3,571
in Retail Trade (8,048 peers)
+33.3%
assets growth YoY

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a among the smaller filed plans by assets

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a vs every filed plan by assets

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

$2,627,655 32nd percentile higher than 32% 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

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R and a Alexander Investments LLC 401(k) Profit Sharing Plan a is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R and a Alexander Investments LLC 401(k) Profit Sharing Plan a end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • R and a Alexander Investments LLC 401(k) Profit Sharing Plan a reported net income rose from $576K in the plan year 2023 filing to $656K in the plan year 2024 filing.
  • R and a Alexander Investments LLC 401(k) Profit Sharing Plan a reported participants rose from 84 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 454911397 · R and a Alexander Investments Ll PY 2024 · 401(k)

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a · $3M · 90 · 32nd

  • PART $3M
  • TYPE 90
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near Family & Children's Center, Inc. 401(k) Plan
  • BOY ind #3571

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 Retail Trade retirement plans → · Plans in California →

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a in the asset neighbourhood

R and a Alexander Investments LLC 401(k) Profit Sharing Plan aR and a Alexander Investment…$3MFamily & Children's Center, Inc. 401(k) PlanFamily & Children's Center, …$3MDick Clark Associates 401(k) PlanDick Clark Associates 401(k)…$3MR.J. Kielty Plumbing, Inc. 401(k) PlanR.J. Kielty Plumbing, Inc. 4…$3MStg Family of Companies, LLC 401(k) Profit Sharing PlanStg Family of Companies, LLC…$3M
End-of-year total assets ($M) among R and a Alexander Investments LLC 401(k) Profit Sharing Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

R and a Alexander Investments Ll multi-year asset trail

Sponsor-wide plan assets over time

All R and a Alexander Investments Ll plans reported in each filing year

Latest sponsor-wide plan assets
$3M 88.3194368595546% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.4M $2.63M ▲ +87.9%
Year Plans Participants Total Assets
2022 1 104 $1M
2023 1 84 $2M
2024 1 90 $3M

R and a Alexander Investments Ll filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$656K
Employer EIN454911397
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants R and a Alexander Investments LLC 401(k) Profit Sharing Plan a, Total assets ($B): 0.002627655 · Participants: 90R and a Alexander Investments LLC 401(k) Profit Sharing Plan aGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
R and a Alexander Investments LLC 401(k) Profit Sharing Plan a vs. nearby 401(k) plans in California, assets vs. participants
Compare R and a Alexander Investments LLC 401(k) Profit Sharing Plan a side-by-side with 3 peers →

R and a Alexander Investments LLC 401(k) Profit Sharing Plan a's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Family & Children's Center, Inc. 401(k) Plan in IN ($3M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 R and a Alexander Investments LLC 401(k) Profit Sharing Plan a assets move in 2024? ▼
R and a Alexander Investments LLC 401(k) Profit Sharing Plan a surged - up 33.3% during 2024, from $2M to $3M. Reported net income was $656K.
How have R and a Alexander Investments Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R and a Alexander Investments Ll's sponsor-wide assets grew 88.3%, from $1M to $3M.
Which 401(k) plans are similar in size to R and a Alexander Investments LLC 401(k) Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Family & Children's Center, Inc. 401(k) Plan in IN ($3M, 98 participants).
Which 401(k) plans cover a similar participant headcount to R and a Alexander Investments LLC 401(k) Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K 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 454911397.

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.