401(k) · DOL Form 5500 · 2022
Alta Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,883
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $60,980
- Avg per participant Low balance/head
Official DOL plan name: Alta Equipment Company 401(k) Plan & Trust · Sponsored by Alta Enterprises, LLC · Michigan · Transportation & Warehousing
$115M in assets, 1,883 participants
Alta Enterprises, LLC's Alta Equipment Company 401(k) Plan & Trust reported $115M in total assets and 1,883 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,580 in Transportation & Warehousing (3,876 peers)
Coverage in Michigan
Alta Equipment Company 401(k) Plan & Trust covers 1,883 participants in Michigan, 3.0x the typical Michigan plan (state average ~638 per filing). Assets: $115M.
- #3,580
- in Transportation & Warehousing (3,876 peers)
- -10.6%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alta Equipment Company 401(k) Plan & Trust's outsized position by total assets
Alta Equipment Company 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$114,825,788 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alta Equipment Company 401(k) Plan & Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Equipment Company 401(k) Plan & Trust lands in the large band (1,883 participants).
Plan-year Form 5500 strip
Filing strip 823166837 · Alta Enterprises, LLC PY 2022 · 401(k)
Alta Equipment Company 401(k) Plan & Trust · $115M · 1,883 · 93rd
- TYPE $115M
- NET 1,883
- BOOK 93rd
- VS-ST 401(k)
- BOY near Countrymark Savings Plan
- SCH ind #3580
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 Michigan →
Alta Equipment Company 401(k) Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$16M |
| Employer EIN | 823166837 |
| Plan Effective Date | 1986-05-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alta Enterprises, LLC)
Sponsor-wide plan assets over time
All Alta Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $172M 49.879841451643244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,883 | $115M |
| 2023 | 1 | 2,578 | $146M |
| 2024 | 1 | 2,807 | $172M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Alta Equipment Company 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Countrymark Savings Plan in IN ($115M); by covered participants it is Premier 401(k) Plan in SD (1,883 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Countrymark Savings Plan (IN) $115M · 484
- Loews Corporation Employees' Savings Plan (NY) $115M · 141
- Csc Serviceworks, Inc. 401(k) Plan (NY) $115M · 2,273
- Yokohama Tire Corporation Salaried Employees' Retirement & Savings Plan (VA) $115M · 1,151
Similar participant headcount
Nearest other-state filings by covered participants (1,883 participants); asset peers above are excluded.
- Premier 401(k) Plan (SD) 1,883 · 0 off
- Hogan Lovells US LLP Retirement Savings Plan (DC) 1,883 · 0 off
- Luby's Restaurant Corporation Retirement Savings Plan (TX) 1,883 · 0 off
- Millennium International Management LP Savings Plan (NY) 1,884 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.