401(k) · DOL Form 5500 · 2023

Peter Alexander & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$230,663
Avg per participant Above avg balance/head
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Official DOL plan name: Peter Alexander & Company 401(k) · Sponsored by Peter Alexander & Company, Inc. · Pennsylvania · Finance & Insurance

$461K in assets, 2 participants

Peter Alexander & Company, Inc.'s Peter Alexander & Company 401(k) reported $461K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #931 in Finance & Insurance (8,869 peers)

Peter Alexander & Company, Inc. multi-year trail

Peter Alexander & Company, Inc.'s plans moved +34.2% in assets from 2022 to 2023; this filing shows Peter Alexander & Company 401(k) at $461K / 2 participants.

#931
in Finance & Insurance (8,869 peers)
+34.2%
assets growth YoY

Peter Alexander & Company 401(k) among the smaller filed plans by assets

Peter Alexander & Company 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$461,325 17th percentile higher than 17% of 127,068 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 2023

Peter Alexander & Company 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peter Alexander & Company 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peter Alexander & Company 401(k) reported net income fell from $227K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Peter Alexander & Company 401(k) end-of-year assets rose from $344K in the plan year 2022 filing to $461K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232664437 · Peter Alexander & Company, Inc. PY 2023 · 401(k)

Peter Alexander & Company 401(k) · $461K · 2 · 17th

  • PART $461K
  • PART 2
  • PART 17th
  • PART 401(k)
  • PART near West Texas Haircuts, Inc. 401(k) Plan
  • PART ind #931

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 Pennsylvania →

Peter Alexander & Company 401(k) in the asset neighbourhood

Peter Alexander & Company 401(k)Peter Alexander & Company 40…$461KWest Texas Haircuts, Inc. 401(k) PlanWest Texas Haircuts, Inc. 40…$461KSilver Birch Living 401(k) Savings PlanSilver Birch Living 401(k) S…$461KVeritas Vino 401(k) Trust$461KNichony, Inc. Retirement Plan$461K
End-of-year total assets ($M) among Peter Alexander & Company 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peter Alexander & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peter Alexander & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$461K 34.2493299537588% vs 2022
2023 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 20222023 $0.34M $0.46M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 2 $344K
2023 1 2 $461K

Peter Alexander & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$344K
Net Assets (End of Year)$461K
Net Income$118K
Employer EIN232664437
Plan Effective Date2015-05-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Peter Alexander & Company 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Peter Alexander & Company 401(k), Total assets ($B): 0.000461325 · Participants: 2Peter Alexander & Company 401(k)Comcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Peter Alexander & Company 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Peter Alexander & Company 401(k) side-by-side with 3 peers →

Peter Alexander & Company 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is West Texas Haircuts, Inc. 401(k) Plan in TX ($461K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($461K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Peter Alexander & Company 401(k) assets move in 2023? ▼
Peter Alexander & Company 401(k) surged - up 34.2% during 2023, from $344K to $461K. Reported net income was $118K.
How have Peter Alexander & Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Peter Alexander & Company, Inc.'s sponsor-wide assets grew 34.2%, from $344K to $461K.
Where does Peter Alexander & Company 401(k) rank by assets among Form 5500 filers? ▼
Peter Alexander & Company 401(k) ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Peter Alexander & Company 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is West Texas Haircuts, Inc. 401(k) Plan in TX ($461K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Peter Alexander & Company 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232664437.

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.