401(k) · DOL Form 5500 · 2023

Altarum Institute 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$553,498
Avg per participant High balance/head
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Official DOL plan name: Altarum Institute Supplemental Retirement Plan · Sponsored by Altarum Institute · Michigan · Professional & Technical Services

$3M in assets, 6 participants

Altarum Institute's Altarum Institute Supplemental Retirement Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,953 in Professional & Technical Services (20,321 peers)

Altarum Institute multi-year trail

Altarum Institute's plans moved +19.3% in assets from 2022 to 2024; this filing shows Altarum Institute Supplemental Retirement Plan at $3M / 6 participants.

#6,953
in Professional & Technical Services (20,321 peers)
+4.2%
assets growth YoY

Altarum Institute Supplemental Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Altarum Institute Supplemental Retirement Plan vs every filed plan by assets

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

$3,320,990 37th percentile higher than 37% 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

Altarum Institute Supplemental Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altarum Institute Supplemental Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altarum Institute Supplemental Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $133K in the plan year 2023 filing.
  • Altarum Institute Supplemental Retirement Plan reported participants fell from 9 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Altarum Institute Supplemental Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381983442 · Altarum Institute PY 2023 · 401(k)

Altarum Institute Supplemental Retirement Plan · $3M · 6 · 37th

  • VS-ST $3M
  • BOY 6
  • SCH 37th
  • EBSA 401(k)
  • PART near Goauto Management Services, LLC 401(k) Plan
  • TYPE ind #6953

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 Supplemental Retirement Plan in the asset neighbourhood

Altarum Institute Supplemental Retirement PlanAltarum Institute Supplement…$3MGoauto Management Services, LLC 401(k) PlanGoauto Management Services, …$3M403(b) Thrift Plan for Employees of Beyond Housing, Inc.403(b) Thrift Plan for Emplo…$3MReliance Vitamin, LLC 401(k) PlanReliance Vitamin, LLC 401(k)…$3MKeystone Food Products, Inc. Hourly Employee 401(k) PlanKeystone Food Products, Inc.…$3M
End-of-year total assets ($M) among Altarum Institute Supplemental Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Altarum Institute multi-year asset trail

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

Altarum Institute filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$133K
Employer EIN381983442
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Altarum Institute Supplemental Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Altarum Institute Supplemental Retirement Plan, Total assets ($B): 0.00332099 · Participants: 6Altarum Institute Supplemental Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The 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): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Altarum Institute Supplemental Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Altarum Institute Supplemental Retirement Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Goauto Management Services, LLC 401(k) Plan in LA ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Altarum Institute Supplemental Retirement Plan assets move in 2023? ▼
Altarum Institute Supplemental Retirement Plan edged up modestly - up 4.2% during 2023, from $3M to $3M. Reported net income was $133K.
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.
Which 401(k) plans are similar in size to Altarum Institute Supplemental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goauto Management Services, LLC 401(k) Plan in LA ($3M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Altarum Institute Supplemental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 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.