PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. J. ALPERIN CO., INC.
Sponsor portfolio

J. ALPERIN CO., INC.

EIN 13-2682659-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
26
2170 JEROME AVENUE - BRONX, NY 10453718-584-5662jalperin.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002ProfitSharing-$5.9M - 13 part#003CashBalance-$1.3M - 13 part

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#002)83%
  • CASH BALANCE PLAN (#003)17%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)13
  • CASH BALANCE PLAN (#003)13
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALPERIN LUMBER PROFIT SHARING PLAN

ProfitSharing

Assets$5.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALPERIN LUMBER CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALPERIN LUMBER PROFIT SHARING PLANProfitSharing$5.9M132025
003ALPERIN LUMBER CASH BALANCE PLANCashBalance$1.3M132025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica