401(k) · DOL Form 5500 · 2022

Altarum Institute 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$354,222
Avg per participant High balance/head
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Official DOL plan name: Altarum Institute Supplemental Retirement Plan · Sponsored by Altarum Institute · Michigan · Professional & Technical Services

$3M in assets, 9 participants

Altarum Institute's Altarum Institute Supplemental Retirement Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,374 in Professional & Technical Services (21,562 peers)

Altarum Institute multi-year trail

Altarum Institute's plans moved +19.3% in assets from 2022 to 2024; this filing shows Altarum Institute Supplemental Retirement Plan at $3M / 9 participants.

#8,374
in Professional & Technical Services (21,562 peers)
-39.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Altarum Institute Supplemental Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Altarum Institute Supplemental Retirement Plan vs every filed plan by assets

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

$3,187,999 42nd percentile higher than 42% 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

Altarum Institute Supplemental Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altarum Institute Supplemental Retirement Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 381983442 · Altarum Institute PY 2022 · 401(k)

Altarum Institute Supplemental Retirement Plan · $3M · 9 · 42nd

  • EOY $3M
  • 5500 9
  • ASSETS 42nd
  • PCT 401(k)
  • EIN near Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan
  • RANK ind #8374

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 Michigan →

Altarum Institute Supplemental Retirement Plan in the asset neighbourhood

Altarum Institute Supplemental Retirement PlanAltarum Institute Supplement…$3MEar Nose and Throat of Northwest Georgia PC Profit Sharing PlanEar Nose and Throat of North…$3MBassett Creek Services, Inc. 401(k) PlanBassett Creek Services, Inc.…$3MWindward Auto Group LLC Retirement Savings PlanWindward Auto Group LLC Reti…$3MUnited Bronx Parents, Inc. 401(k) PlanUnited Bronx Parents, Inc. 4…$3M
End-of-year total assets ($M) among Altarum Institute Supplemental Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Altarum Institute multi-year asset trail

Sponsor-wide plan assets over time

All Altarum Institute plans reported in each filing year

Latest sponsor-wide plan assets
$84M 19.2742623386223% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.5M $84M ▲ +19.3%
Year Plans Participants Total Assets
2022 2 321 $70M
2023 2 316 $79M
2024 2 300 $84M

Altarum Institute filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN381983442
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Altarum Institute Supplemental Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Altarum Institute Supplemental Retirement Plan, Total assets ($B): 0.003187999 · Participants: 9Altarum Institute Supplemental Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Altarum Institute Supplemental Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest 401(k) by assets is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA ($3M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

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 Altarum Institute Supplemental Retirement Plan assets move in 2022?
Altarum Institute Supplemental Retirement Plan contracted severely - down 39.9% during 2022, from $5M to $3M. Reported net income was -$2M.
How have Altarum Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), Altarum Institute's sponsor-wide assets grew 19.3%, from $70M to $84M.
Which 401(k) plans are similar in size to Altarum Institute Supplemental Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Altarum Institute Supplemental Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).