401(k) · DOL Form 5500 · 2024

Alpert & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
4
Participants Small participant base
56th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Alpert & Associates, Inc. 401(k) Plan II · Sponsored by Alpert & Associates, Inc. · California · Professional & Technical Services

$10M in assets, 4 participants

Alpert & Associates, Inc.'s Alpert & Associates, Inc. 401(k) Plan II reported $10M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,010 in Professional & Technical Services (20,173 peers)

Alpert & Associates, Inc. multi-year trail

Alpert & Associates, Inc.'s plans moved +10.5% in assets from 2022 to 2024; this filing shows Alpert & Associates, Inc. 401(k) Plan II at $10M / 4 participants.

#11,010
in Professional & Technical Services (20,173 peers)
+2.6%
assets growth YoY

Alpert & Associates, Inc. 401(k) Plan II's mid-pack asset rank among Professional & Technical Services and all filers

Alpert & Associates, Inc. 401(k) Plan II vs every filed plan by assets

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

$10,267,156 Top 44% higher than 56% 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

Alpert & Associates, Inc. 401(k) Plan II among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpert & Associates, Inc. 401(k) Plan II is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alpert & Associates, Inc. 401(k) Plan II reported net income fell from $721K in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Alpert & Associates, Inc. 401(k) Plan II reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Alpert & Associates, Inc. 401(k) Plan II end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953900261 · Alpert & Associates, Inc. PY 2024 · 401(k)

Alpert & Associates, Inc. 401(k) Plan II · $10M · 4 · 56th

  • EBSA $10M
  • PART 4
  • TYPE 56th
  • NET 401(k)
  • BOOK near Pelican Management, Inc 401(k) Retirement Plan
  • VS-ST ind #11010

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 Professional & Technical Services retirement plans → · Plans in California →

Alpert & Associates, Inc. 401(k) Plan II in the asset neighbourhood

Alpert & Associates, Inc. 401(k) Plan IIAlpert & Associates, Inc. 40…$10MPelican Management, Inc 401(k) Retirement PlanPelican Management, Inc 401(…$10MOptima Chemical Group, LLC 401(k) PlanOptima Chemical Group, LLC 4…$10MMountain Capital Partners 401(k) PlanMountain Capital Partners 40…$10MBooster Enterprises, Inc. 401(k) PlanBooster Enterprises, Inc. 40…$10M
End-of-year total assets ($M) among Alpert & Associates, Inc. 401(k) Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alpert & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alpert & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 10.51109555657857% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.29M $10.3M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 3 $9M
2023 1 3 $10M
2024 1 4 $10M

Alpert & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$256K
Employer EIN953900261
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alpert & Associates, Inc. 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alpert & Associates, Inc. 401(k) Plan II, Total assets ($B): 0.010267156 · Participants: 4Alpert & Associates, Inc. 401(k) Plan IIGoogle 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
Alpert & Associates, Inc. 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare Alpert & Associates, Inc. 401(k) Plan II side-by-side with 3 peers →

Alpert & Associates, Inc. 401(k) Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pelican Management, Inc 401(k) Retirement Plan in NY ($10M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Alpert & Associates, Inc. 401(k) Plan II assets move in 2024? ▼
Alpert & Associates, Inc. 401(k) Plan II edged up modestly - up 2.6% during 2024, from $10M to $10M. Reported net income was $256K.
How have Alpert & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpert & Associates, Inc.'s sponsor-wide assets grew 10.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Alpert & Associates, Inc. 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Pelican Management, Inc 401(k) Retirement Plan in NY ($10M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Alpert & Associates, Inc. 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 953900261.

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.