401(k) · DOL Form 5500 · 2024
Alpha Source LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $111,892
- Avg per participant Below avg balance/head
Official DOL plan name: Alpha Source LLC 401(k) Plan · Sponsored by Alpha Source LLC · Wisconsin · Wholesale Trade
$33M in assets, 296 participants
Alpha Source LLC's Alpha Source LLC 401(k) Plan reported $33M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,731 in Wholesale Trade (6,080 peers)
Where Alpha Source LLC 401(k) Plan sits by assets
Alpha Source LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 296 participants (~$111,892/participant), up 84.1% in 2024.
- #4,731
- in Wholesale Trade (6,080 peers)
- +84.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Alpha Source LLC 401(k) Plan's outsized position by total assets
Alpha Source LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,120,095 Top 21% higher than 79% 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 Source LLC 401(k) 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 Source LLC 401(k) Plan sits mid-pack in the medium band (296 participants).
EBSA filing schedule strip
Filing strip 391591039 · Alpha Source LLC PY 2024 · 401(k)
Alpha Source LLC 401(k) Plan · $33M · 296 · 79th
- RANK $33M
- RANK 296
- RANK 79th
- RANK 401(k)
- RANK near Erbe USA, Incorporated 401(k) Plan
- RANK ind #4731
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Alpha Source LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $275K |
| Employer EIN | 391591039 |
| Plan Effective Date | 2003-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Alpha Source LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Erbe USA, Incorporated 401(k) Plan in GA ($33M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Erbe USA, Incorporated 401(k) Plan (GA) $33M · 232
- 401(k) Savings Plan of the Ideal Group of Companies (MI) $33M · 364
- Prince Lobel Tye LLP 401(k) Plan (MA) $33M · 129
- Hazmat Environmental/Kenworth Northeast 401(k) Plan (NY) $33M · 450
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Bonhams & Butterfields 401(k) Plan (NY) 296 · 0 off
- Outdoor Network 401(k) Plan (FL) 296 · 0 off
- Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan (GA) 296 · 0 off
- Omega Morgan Holdings Inc. 401(k) Savings Plan (OR) 296 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.