401(k) · DOL Form 5500 · 2024

Alexis Management Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 6
Participants Small participant base: 26th
Percentile by assets National rank: $244,185
Avg per participant Above avg balance/head

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Official DOL plan name: Alexis Management Inc 401(k) Plan · Sponsored by Alexis Management Inc · Georgia · Professional & Technical Services

$1M in assets, 6 participants

Alexis Management Inc's Alexis Management Inc 401(k) Plan reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#4,386 in Professional & Technical Services (20,173 peers)

Alexis Management Inc multi-year trail

Alexis Management Inc's plans moved +68.9% in assets from 2022 to 2024; this filing shows Alexis Management Inc 401(k) Plan at $1M / 6 participants.

#4,386
in Professional & Technical Services (20,173 peers): +25.9%
assets growth YoY

Alexis Management Inc 401(k) Plan among the smaller filed plans by assets

Alexis Management Inc 401(k) Plan vs every filed plan by assets

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

$1,465,107 26th percentile higher than 26% 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

Alexis Management Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexis Management Inc 401(k) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Alexis Management Inc 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Alexis Management Inc 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201919931 · Alexis Management Inc PY 2024 · 401(k)

Alexis Management Inc 401(k) Plan · $1M · 6 · 26th

ASSETS $1M
PCT 6
EIN 26th
RANK 401(k)
PHOTO near Newport Ip LLC 401(k) Profit Sharing Plan & Trust
IND ind #4386

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 Georgia →

End-of-year total assets ($M) among Alexis Management Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alexis Management Inc multi-year asset trail

Latest sponsor-wide plan assets: $1M 68.87108988242129% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$868K
2023	1	5	$1M
2024	1	6	$1M

Alexis Management Inc filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$302K
Employer EIN	201919931
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Alexis Management Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Alexis Management Inc 401(k) Plan side-by-side with 3 peers →

Alexis Management Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Newport Ip LLC 401(k) Profit Sharing Plan & Trust in WA ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Newport Ip LLC 401(k) Profit Sharing Plan & Trust (WA) $1M · 8
Miklimitless, Inc. 401(k) Profit Sharing Plan (OH) $1M · 9
403(b) Thrift Plan for Employees of Housing Matters (CA) $1M · 98
Abrams Hebrew Academy 401(k) Profit Sharing Plan (PA) $1M · 34

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
Bijak Enterprises Retirement Plan (AZ) 6 · 0 off

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 Alexis Management Inc 401(k) Plan assets move in 2024? ▼

Alexis Management Inc 401(k) Plan grew sharply - up 25.9% during 2024, from $1M to $1M. Reported net income was $302K.

How have Alexis Management Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alexis Management Inc's sponsor-wide assets grew 68.9%, from $868K to $1M.

Which 401(k) plans are similar in size to Alexis Management Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Newport Ip LLC 401(k) Profit Sharing Plan & Trust in WA ($1M, 8 participants).

Which 401(k) plans cover a similar participant headcount to Alexis Management Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 201919931.