Profit Sharing · DOL Form 5500 · 2022

Alta Partners Management Corp. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
9
Participants Small participant base
57th
Percentile by assets National rank
$760,707
Avg per participant High balance/head
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Official DOL plan name: Alta Partners Profit Sharing Trust · Sponsored by Alta Partners Management Corp. · Wyoming · Finance & Insurance

$7M in assets, 9 participants

Alta Partners Management Corp.'s Alta Partners Profit Sharing Trust reported $7M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,768 in Finance & Insurance (9,261 peers)

2022 asset change

Alta Partners Profit Sharing Trust contracted severely 30.9% in 2022 ($10M → $7M) for 9 participants.

#3,768
in Finance & Insurance (9,261 peers)
-30.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alta Partners Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

Alta Partners Profit Sharing Trust vs every filed plan by assets

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

$6,846,362 Top 43% higher than 57% 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

Alta Partners Profit Sharing Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Partners Profit Sharing Trust is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 943238854 · Alta Partners Management Corp. PY 2022 · Profit Sharing

Alta Partners Profit Sharing Trust · $7M · 9 · 57th

  • RANK $7M
  • PHOTO 9
  • IND 57th
  • EOY Profit Sharing
  • 5500 near Mohawk Mfg. & Supply Co. Employees' Profit Sharing Plan
  • ASSETS ind #3768

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 Wyoming →

Alta Partners Profit Sharing Trust in the asset neighbourhood

Alta Partners Profit Sharing TrustAlta Partners Profit Sharing…$7MMohawk Mfg. & Supply Co. Employees' Profit Sharing PlanMohawk Mfg. & Supply Co. Emp…$7MEye Clinic of Bellevue Profit Sharing PlanEye Clinic of Bellevue Profi…$7MEconomy Auto, Inc. Employees Profit Sharing PlanEconomy Auto, Inc. Employees…$7MJ&a Companies, Inc. Retirement PlanJ&a Companies, Inc. Retireme…$7M
End-of-year total assets ($M) among Alta Partners Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alta Partners Management Corp. years around the 2022 move

Sponsor-wide plan assets over time

All Alta Partners Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.871523591653494% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $6.85M $6.31M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 9 $7M
2023 1 7 $6M
2024 1 7 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN943238854
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wyoming

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Alta Partners Profit Sharing Trust vs. nearby Profit Sharing plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 050100150 Total assets ($M) Participants Alta Partners Profit Sharing Trust, Total assets ($M): 6.846362 · Participants: 9Alta Partners Profit Sharing TrustTrue Companies Employees Profit Sharing Plan, Total assets ($M): 111.002027 · Participants: 791True Companies Employees Profit Sharing PlanNorth Platte Physical Therapy Services, Inc. Profit Sharing Plan, Total assets ($M): 15.725145 · Participants: 125North Platte Physical Therapy Services, Inc. Profit Sharing PlanPro-Kote Engineering & Supply Profit Sharing Plan, Total assets ($M): 10.548343 · Participants: 8Pro-Kote Engineering & Supply Profit Sharing PlanPronghorn Construction Limited Keogh Plan, Total assets ($M): 9.632011 · Participants: 4Pronghorn Construction Limited Keogh PlanKeith P. Tyler Profit Sharing Plan, Total assets ($M): 6.471458 · Participants: 2Keith P. Tyler Profit Sharing Plan
Alta Partners Profit Sharing Trust vs. nearby Profit Sharing plans in Wyoming, assets vs. participants

Alta Partners Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wyoming, the nearest Profit Sharing by assets is Mohawk Mfg. & Supply Co. Employees' Profit Sharing Plan in IL ($7M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Alta Partners Profit Sharing Trust assets move in 2022? ▼
Alta Partners Profit Sharing Trust contracted severely - down 30.9% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Alta Partners Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alta Partners Management Corp.'s sponsor-wide assets declined 7.9%, from $7M to $6M.
Which Profit Sharing plans are similar in size to Alta Partners Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Mohawk Mfg. & Supply Co. Employees' Profit Sharing Plan in IL ($7M, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to Alta Partners Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants, N/A in assets).