401(k) · DOL Form 5500 · 2022

Goldstein Group, Inc. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
1,258
Participants Near avg headcount
92nd
Percentile by assets National rank
$75,760
Avg per participant Below avg balance/head
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Official DOL plan name: Alter 401(k) Retirement Plan · Sponsored by Goldstein Group, Inc. · Missouri · Wholesale Trade

$95M in assets, 1,258 participants

Goldstein Group, Inc.'s Alter 401(k) Retirement Plan reported $95M in total assets and 1,258 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,424 in Wholesale Trade (6,843 peers)

Where Alter 401(k) Retirement Plan sits by assets

Alter 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $95M for 1,258 participants (~$75,760/participant), down 14.9% in 2022.

#6,424
in Wholesale Trade (6,843 peers)
-14.9%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alter 401(k) Retirement Plan's outsized position by total assets

Alter 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$95,306,567 Top 8% higher than 92% of 139,123 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 2022

Alter 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alter 401(k) Retirement Plan lands in the large band (1,258 participants).

Plan-year Form 5500 strip

Filing strip 481291659 · Goldstein Group, Inc. PY 2022 · 401(k)

Alter 401(k) Retirement Plan · $95M · 1,258 · 92nd

  • VS-ST $95M
  • BOY 1,258
  • SCH 92nd
  • EBSA 401(k)
  • PART near Arch Global Holdings, LLC 401(k) Plan
  • TYPE ind #6424

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 Missouri →

Alter 401(k) Retirement Plan in the asset neighbourhood

Florida Orthopaedic Institute 401(k) PlanFlorida Orthopaedic Institut…$95MLos Angeles Truck Centers, LLC 401(k) PlanLos Angeles Truck Centers, L…$95MArch Global Holdings, LLC 401(k) PlanArch Global Holdings, LLC 40…$95MAlter 401(k) Retirement Plan$95MSerra Automotive 401(k) Plan & TrustSerra Automotive 401(k) Plan…$95M
End-of-year total assets ($M) among Alter 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$95M
Net Income-$17M
Employer EIN481291659
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldstein Group, Inc.)

Sponsor-wide plan assets over time

All Goldstein Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 37.46378043393379% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $95.3M $131M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 1,258 $95M
2023 1 1,218 $115M
2024 1 1,249 $131M

Nearby 401(k) Plans in Missouri

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

Alter 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Alter 401(k) Retirement Plan, Total assets ($B): 0.095306567 · Participants: 1258Alter 401(k) Retirement PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Alter 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Alter 401(k) Retirement Plan side-by-side with 3 peers →

Alter 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Arch Global Holdings, LLC 401(k) Plan in MI ($95M); by covered participants it is Hibu Inc. 401(k) Profit Sharing Plan Trust in IA (1,258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,258 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alter 401(k) Retirement Plan assets move in 2022? ▼
Alter 401(k) Retirement Plan pulled back noticeably - down 14.9% during 2022, from $112M to $95M. Reported net income was -$17M.
How have Goldstein Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldstein Group, Inc.'s sponsor-wide assets grew 37.5%, from $95M to $131M.
Where does Alter 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Alter 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Alter 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arch Global Holdings, LLC 401(k) Plan in MI ($95M, 1,372 participants).
Which 401(k) plans cover a similar participant headcount to Alter 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hibu Inc. 401(k) Profit Sharing Plan Trust in IA (1,258 participants, $286M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 481291659.

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.