401(k) · DOL Form 5500 · 2023

Altus Group U.S., Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
764
Participants Near avg headcount
90th
Percentile by assets National rank
$105,735
Avg per participant Below avg balance/head
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Official DOL plan name: Altus Group 401(k) Plan · Sponsored by Altus Group U.S., Inc. · Texas · Professional & Technical Services

$81M in assets, 764 participants

Altus Group U.S., Inc.'s Altus Group 401(k) Plan reported $81M in total assets and 764 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,491 in Professional & Technical Services (20,321 peers)

Where Altus Group 401(k) Plan sits by assets

Altus Group 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 764 participants (~$105,735/participant), up 29.1% in 2023.

#18,491
in Professional & Technical Services (20,321 peers)
+29.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Altus Group 401(k) Plan's outsized position by total assets

Altus Group 401(k) Plan vs every filed plan by assets

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

$80,781,714 Top 10% higher than 90% 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

Altus Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altus Group 401(k) Plan sits mid-pack in the medium band (764 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altus Group 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Altus Group 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Altus Group 401(k) Plan reported participants rose from 627 in the plan year 2022 filing to 764 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980602321 · Altus Group U.S., Inc. PY 2023 · 401(k)

Altus Group 401(k) Plan · $81M · 764 · 90th

  • SCH $81M
  • SCH 764
  • SCH 90th
  • SCH 401(k)
  • SCH near Emoney Advisor, LLC 401(k) Plan
  • SCH ind #18491

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 Texas →

Altus Group 401(k) Plan in the asset neighbourhood

Sheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$81MThe Stepping Stones Group Retirement PlanThe Stepping Stones Group Re…$81MAltus Group 401(k) Plan$81MEmoney Advisor, LLC 401(k) PlanEmoney Advisor, LLC 401(k) P…$81MCnb Bank Employees' Savings & Profit Sharing Plan and TrustCnb Bank Employees' Savings …$81M
End-of-year total assets ($M) among Altus Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$81M
Net Income$18M
Employer EIN980602321
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altus Group U.S., Inc.)

Sponsor-wide plan assets over time

All Altus Group U.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 54.64187237537074% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62.6M $96.8M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 627 $63M
2023 1 764 $81M
2024 1 834 $97M

Nearby 401(k) Plans in Texas

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

Altus Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Altus Group 401(k) Plan, Total assets ($B): 0.080781714 · Participants: 764Altus Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Altus Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Altus Group 401(k) Plan side-by-side with 3 peers →

Altus Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Emoney Advisor, LLC 401(k) Plan in PA ($81M); by covered participants it is Nlmk USA Union 401(k) Savings Plan in PA (764 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (764 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 Altus Group 401(k) Plan assets move in 2023? ▼
Altus Group 401(k) Plan grew sharply - up 29.1% during 2023, from $63M to $81M. Reported net income was $18M.
How have Altus Group U.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altus Group U.S., Inc.'s sponsor-wide assets grew 54.6%, from $63M to $97M.
Where does Altus Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Altus Group 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Altus Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emoney Advisor, LLC 401(k) Plan in PA ($81M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Altus Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nlmk USA Union 401(k) Savings Plan in PA (764 participants, $48M 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 980602321.

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.