401(k) · DOL Form 5500 · 2023

Alto Music of Orange County Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
68
Participants Small participant base
54th
Percentile by assets National rank
$116,073
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Alto Music of Orange County Inc. · New York · Retail Trade

$8M in assets, 68 participants

Alto Music of Orange County Inc.'s Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,372 in Retail Trade (8,414 peers)

Alto Music of Orange County Inc. multi-year trail

Alto Music of Orange County Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust at $8M / 68 participants.

#5,372
in Retail Trade (8,414 peers)
+13.2%
assets growth YoY

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,892,965 Top 46% higher than 54% of 127,068 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 2023

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $921K in the plan year 2023 filing.
  • Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 69 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133536986 · Alto Music of Orange County Inc. PY 2023 · 401(k)

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust · $8M · 68 · 54th

  • EIN $8M
  • EIN 68
  • EIN 54th
  • EIN 401(k)
  • EIN near Employee Benefit Plan of Sunshine Homes, Inc.
  • EIN ind #5372

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 Retail Trade retirement plans → · Plans in New York →

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and TrustAlto Music of Orange County,…$8MEmployee Benefit Plan of Sunshine Homes, Inc.Employee Benefit Plan of Sun…$8MSwimlane, Inc. 401(k) Profit Sharing Plan and TrustSwimlane, Inc. 401(k) Profit…$8MEpic Systems Group, LLC 401(k) Profit Sharing PlanEpic Systems Group, LLC 401(…$8MGaruda Labs 401(k) Plan$8M
End-of-year total assets ($M) among Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alto Music of Orange County Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alto Music of Orange County Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 28.269030704987337% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.97M $8.94M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 69 $7M
2023 1 68 $8M
2024 1 69 $9M

Alto Music of Orange County Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$921K
Employer EIN133536986
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007892965 · Participants: 68Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Employee Benefit Plan of Sunshine Homes, Inc. in AL ($8M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.2% during 2023, from $7M to $8M. Reported net income was $921K.
How have Alto Music of Orange County Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alto Music of Orange County Inc.'s sponsor-wide assets grew 28.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Sunshine Homes, Inc. in AL ($8M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Alto Music of Orange County, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133536986.

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.