401(k) · DOL Form 5500 · 2022

Alta Planning + Design, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
165
Participants Small participant base
71st
Percentile by assets National rank
$85,210
Avg per participant Below avg balance/head
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Official DOL plan name: Alta Planning + Design, Inc. 401(k) Profit Sharing Plan · Sponsored by Alta Planning + Design, Inc. · Oregon · Transportation & Warehousing

$14M in assets, 165 participants

Alta Planning + Design, Inc.'s Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,828 in Transportation & Warehousing (3,876 peers)

Coverage in Oregon

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan covers 165 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#2,828
in Transportation & Warehousing (3,876 peers)
-12.0%
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.

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,059,677 Top 29% higher than 71% 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 Planning + Design, Inc. 401(k) Profit Sharing 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. Alta Planning + Design, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (165 participants).

DOL schedule card

Filing strip 680465555 · Alta Planning + Design, Inc. PY 2022 · 401(k)

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan · $14M · 165 · 71st

  • NET $14M
  • NET 165
  • NET 71st
  • NET 401(k)
  • NET near Nappi Distributors, Inc. 401(k) Plan
  • NET ind #2828

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 Transportation & Warehousing retirement plans → · Plans in Oregon →

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Alta Planning + Design, Inc. 401(k) Profit Sharing PlanAlta Planning + Design, Inc.…$14MNappi Distributors, Inc. 401(k) PlanNappi Distributors, Inc. 401…$14MSeaway Hotels 401(k)$14MAdvanced Motion Controls 401(k) PlanAdvanced Motion Controls 401…$14MOrt Tool & Die Corporation 401(k) Profit Sharing PlanOrt Tool & Die Corporation 4…$14M
End-of-year total assets ($M) among Alta Planning + Design, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN680465555
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alta Planning + Design, Inc.)

Sponsor-wide plan assets over time

All Alta Planning + Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 165 $14M
2023 1 167 $18M
2024 1 183 N/A

Nearby 401(k) Plans in Oregon

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

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Alta Planning + Design, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014059677 · Participants: 165Alta Planning + Design, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Alta Planning + Design, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Nappi Distributors, Inc. 401(k) Plan in ME ($14M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Planning + Design, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.0% during 2022, from $16M to $14M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Alta Planning + Design, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nappi Distributors, Inc. 401(k) Plan in ME ($14M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Alta Planning + Design, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 participants, N/A 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 680465555.

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.