401(k) · DOL Form 5500 · 2024
Alpha II, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $146,019
- Avg per participant Above avg balance/head
Official DOL plan name: Alpha II, LLC 401(k) Profit Sharing Plan · Sponsored by Alpha II, LLC · Florida · Information & Media
$15M in assets, 105 participants
Alpha II, LLC's Alpha II, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,514 in Information & Media (2,822 peers)
Coverage in Florida
Alpha II, LLC 401(k) Profit Sharing Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $15M.
- #1,514
- in Information & Media (2,822 peers)
- +10.5%
- assets growth YoY
Alpha II, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers
Alpha II, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,332,014 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Alpha II, 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. Alpha II, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alpha II, LLC 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Alpha II, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Alpha II, LLC 401(k) Profit Sharing Plan reported participants rose from 96 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 465046208 · Alpha II, LLC PY 2024 · 401(k)
Alpha II, LLC 401(k) Profit Sharing Plan · $15M · 105 · 65th
- BOY $15M
- SCH 105
- EBSA 65th
- PART 401(k)
- TYPE near Bumble 401(k) Retirement Plan
- NET ind #1514
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 Information & Media retirement plans → · Plans in Florida →
Alpha II, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 465046208 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alpha II, LLC)
Sponsor-wide plan assets over time
All Alpha II, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 10.538294036352012% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 96 | $14M |
| 2024 | 1 | 105 | $15M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Alpha II, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Bumble 401(k) Retirement Plan in TX ($15M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Bumble 401(k) Retirement Plan (TX) $15M · 320
- Ko-Kwel Enterprises 401(k) Plan (OR) $15M · 447
- Thrive Together, LLC 401(k) Profit Sharing Plan (KS) $15M · 1,026
- Bottcher America Corporation 401(k) Plan (MD) $15M · 169
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
- Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.