401(k) · DOL Form 5500 · 2022

Alation, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
344
Participants Below avg headcount
77th
Percentile by assets National rank
$56,528
Avg per participant Low balance/head
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Official DOL plan name: Alation, Inc. Retirement Trust · Sponsored by Alation, Inc. · California · Information & Media

$19M in assets, 344 participants

Alation, Inc.'s Alation, Inc. Retirement Trust reported $19M in total assets and 344 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,967 in Information & Media (2,911 peers)

Where Alation, Inc. Retirement Trust sits by assets

Alation, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $19M for 344 participants (~$56,528/participant), up 37.1% in 2022.

#1,967
in Information & Media (2,911 peers)
+37.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Alation, Inc. Retirement Trust's outsized position by total assets

Alation, Inc. Retirement Trust vs every filed plan by assets

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

$19,445,779 Top 23% higher than 77% 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

Alation, Inc. Retirement Trust 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. Alation, Inc. Retirement Trust sits mid-pack in the medium band (344 participants).

Form 5500 schedule snapshot

Filing strip 461989601 · Alation, Inc. PY 2022 · 401(k)

Alation, Inc. Retirement Trust · $19M · 344 · 77th

  • NET $19M
  • NET 344
  • NET 77th
  • NET 401(k)
  • NET near Walker Methodist Retirement Savings Plan
  • NET ind #1967

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 Information & Media retirement plans → · Plans in California →

Alation, Inc. Retirement Trust in the asset neighbourhood

Alation, Inc. Retirement TrustAlation, Inc. Retirement Tru…$19MWalker Methodist Retirement Savings PlanWalker Methodist Retirement …$19MThe Amt 401(k) Plan$19MTopel Forman, L.L.C. Employees' Savings Opportunity PlanTopel Forman, L.L.C. Employe…$19MPremier Radiology, Inc. 401(k) Profit Sharing PlanPremier Radiology, Inc. 401(…$19M
End-of-year total assets ($M) among Alation, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN461989601
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alation, Inc.)

Sponsor-wide plan assets over time

All Alation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 78.20105329799335% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.5M $34.7M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 344 $19M
2023 1 459 $30M
2024 1 403 $35M

Nearby 401(k) Plans in California

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

Alation, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alation, Inc. Retirement Trust, Total assets ($B): 0.019445779 · Participants: 344Alation, Inc. Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Alation, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Alation, Inc. Retirement Trust side-by-side with 3 peers →

Alation, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Walker Methodist Retirement Savings Plan in MN ($19M); by covered participants it is Standard Iron 401(k) Retirement Plan in MN (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Alation, Inc. Retirement Trust assets move in 2022? ▼
Alation, Inc. Retirement Trust surged - up 37.1% during 2022, from $14M to $19M. Reported net income was $5M.
How have Alation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alation, Inc.'s sponsor-wide assets grew 78.2%, from $19M to $35M.
Where does Alation, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Alation, Inc. Retirement Trust ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alation, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Walker Methodist Retirement Savings Plan in MN ($19M, 1,095 participants).
Which 401(k) plans cover a similar participant headcount to Alation, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Standard Iron 401(k) Retirement Plan in MN (344 participants, $22M 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 461989601.

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.