401(k) · DOL Form 5500 · 2022

Altarum Institute 401(k) Plan

Data updated 2026-08-11

$67M
Total assets
312
Participants
90th
Percentile by assets
$215,580
Avg per participant
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Official DOL plan name: Altarum Institute Retirement & Savings Plan · Sponsored by Altarum Institute · Michigan · Professional & Technical Services

$67M in assets, 312 participants

Altarum Institute's Altarum Institute Retirement & Savings Plan reported $67M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #19,703 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Altarum Institute Retirement & Savings Plan covers 312 participants in Michigan, about 49% of the average Michigan filer (state average ~638 per filing). Assets: $67M.

$67M
total plan assets (2022 EOY)
312
covered participants
90th
percentile by assets (of 139,126 plans)
$215,580
avg assets per participant

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.

Where Altarum Institute Retirement & Savings Plan sits by total assets

Altarum Institute Retirement & Savings Plan vs every filed plan by assets

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

$67,261,094 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Michigan
Industry
Professional & Technical Services

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Altarum Institute Retirement & Savings Plan reports 312 participants - about 49% of that state average ($67M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$67M
Net Income-$17M
Employer EIN381983442
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Altarum Institute)

$65M$70M$75M$80M$85M$90M 202220232024 $70.5M $84M ▲ +19.3%
Total plan assets by year, all Altarum Institute plans on file
Year Plans Participants Total Assets
2022 2 321 $70M
2023 2 316 $79M
2024 2 300 $84M

Nearby 401(k) Plans in Michigan

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

Altarum Institute Retirement & Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Altarum Institute Re…, Total assets ($B): 0.067261094 · Participants: 312Altarum Institute Re…General Motors Retir…, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retir…Ford Motor Co. Savin…, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savin…The Dow Chemical Com…, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Com…The General Motors P…, Total assets ($B): 7.545889119 · Participants: 40458The General Motors P…Ford Motor Co. Tax-E…, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-E…
Altarum Institute Retirement & Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Altarum Institute Retirement & Savings P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Altarum Institute Retirement & Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Altarum Institute Retirement & Savings Plan assets move in 2022? ▼
Altarum Institute Retirement & Savings Plan declined sharply - down 19.9% during 2022, from $84M to $67M. Reported net income was -$17M.
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.
Where does Altarum Institute Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Altarum Institute Retirement & Savings Plan ranks in the 90th 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 Altarum Institute Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canyon Partners, L.L.C. 401(k) Retirement Savings Plan in TX ($67M, 222 participants).

Next read for Altarum Institute Retirement & Savings P…

Filing takeaways

Ways to act on Altarum Institute Retirement & Savings Plan's numbers.

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 381983442.

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.