401(k) · DOL Form 5500 · 2022

Altarum Institute 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
312
Participants Below avg headcount
90th
Percentile by assets National rank
$215,580
Avg per participant Above avg balance/head
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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.

  • #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.

#19,703
in Professional & Technical Services (21,562 peers)
-19.9%
assets change YoY
0.7×
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.

Altarum Institute Retirement & Savings Plan's outsized position 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 $2,050,000,000 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 Retirement & Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altarum Institute Retirement & Savings Plan sits mid-pack in the medium band (312 participants).

Form 5500 schedule snapshot

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

Altarum Institute Retirement & Savings Plan · $67M · 312 · 90th

  • PART $67M
  • TYPE 312
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Canyon Partners, L.L.C. 401(k) Retirement Savings Plan
  • BOY ind #19703

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 Retirement & Savings Plan in the asset neighbourhood

Resource Label Group LLC Section 401(k) Profit Sharing PlanResource Label Group LLC Sec…$67MFarallon Medical Alliance Retirement PlanFarallon Medical Alliance Re…$67MIue-Cwa 401(k) Retirement Savings and Security PlanIue-Cwa 401(k) Retirement Sa…$67MAltarum Institute Retirement & Savings PlanAltarum Institute Retirement…$67MCanyon Partners, L.L.C. 401(k) Retirement Savings PlanCanyon Partners, L.L.C. 401(…$67M
End-of-year total assets ($M) among Altarum Institute Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

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

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 ($B) Participants Altarum Institute Retirement & Savings Plan, Total assets ($B): 0.067261094 · Participants: 312Altarum Institute Retirement & Savings 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 Retirement & Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Altarum Institute Retirement & Savings Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Canyon Partners, L.L.C. 401(k) Retirement Savings Plan in TX ($67M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 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).
Which 401(k) plans cover a similar participant headcount to Altarum Institute Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Northstar Snf 401(k) Plan in NY (312 participants, $4M 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 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.