401(k) · DOL Form 5500 · 2024

Fred Alger & Company, LLC 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
170
Participants Small participant base
91st
Percentile by assets National rank
$635,474
Avg per participant High balance/head
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Official DOL plan name: Fred Alger & Company, LLC 401(k) Profit Sharing Plan · Sponsored by Fred Alger & Company, LLC · New York · Finance & Insurance

$108M in assets, 170 participants

Fred Alger & Company, LLC's Fred Alger & Company, LLC 401(k) Profit Sharing Plan reported $108M in total assets and 170 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.

  • #7,342 in Finance & Insurance (8,549 peers)

Coverage in New York

Fred Alger & Company, LLC 401(k) Profit Sharing Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $108M.

#7,342
in Finance & Insurance (8,549 peers)
+26.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Fred Alger & Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$108,030,597 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

Fred Alger & Company, LLC 401(k) Profit Sharing 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. Fred Alger & Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fred Alger & Company, LLC 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Fred Alger & Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $85M in the plan year 2023 filing to $108M in the plan year 2024 filing.
  • Fred Alger & Company, LLC 401(k) Profit Sharing Plan reported participants fell from 175 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132665689 · Fred Alger & Company, LLC PY 2024 · 401(k)

Fred Alger & Company, LLC 401(k) Profit Sharing Plan · $108M · 170 · 91st

  • ASSETS $108M
  • PCT 170
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Mile Bluff Medical Center, Inc. 401(k) Plan
  • IND ind #7342

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 Finance & Insurance retirement plans → · Plans in New York →

Fred Alger & Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fred Alger & Company, LLC 401(k) Profit Sharing PlanFred Alger & Company, LLC 40…$108MMile Bluff Medical Center, Inc. 401(k) PlanMile Bluff Medical Center, I…$108MInternational Bancshares Corporation Employees Profit Sharing Plan and TrustInternational Bancshares Cor…$108MWells Concrete Products Company Profit Sharing 401(k) and Laborers Union Supplemental Retirement PlanWells Concrete Products Comp…$108MSavings Plan for Employees of Aquarion Water CompanySavings Plan for Employees o…$108M
End-of-year total assets ($M) among Fred Alger & Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$108M
Net Income$23M
Employer EIN132665689
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred Alger & Company, LLC)

Sponsor-wide plan assets over time

All Fred Alger & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$108M 35.35139015057524% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 175 $80M
2023 1 175 $85M
2024 1 170 $108M

Nearby 401(k) Plans in New York

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

Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fred Alger & Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.108030597 · Participants: 170Fred Alger & Company, LLC 401(k) Profit Sharing 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
Fred Alger & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fred Alger & Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fred Alger & Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mile Bluff Medical Center, Inc. 401(k) Plan in WI ($108M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Fred Alger & Company, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Fred Alger & Company, LLC 401(k) Profit Sharing Plan grew sharply - up 26.8% during 2024, from $85M to $108M. Reported net income was $23M.
How have Fred Alger & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred Alger & Company, LLC's sponsor-wide assets grew 35.4%, from $80M to $108M.
Where does Fred Alger & Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fred Alger & Company, LLC 401(k) Profit Sharing 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 Fred Alger & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mile Bluff Medical Center, Inc. 401(k) Plan in WI ($108M, 540 participants).
Which 401(k) plans cover a similar participant headcount to Fred Alger & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 132665689.

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.