401(k) · DOL Form 5500 · 2023

Altra Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
493
Participants Below avg headcount
88th
Percentile by assets National rank
$129,106
Avg per participant Near avg balance/head
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Official DOL plan name: Altra Federal Credit Union 401(k) Plan and Trust · Sponsored by Altra Federal Credit Union · Wisconsin · Finance & Insurance

$64M in assets, 493 participants

Altra Federal Credit Union's Altra Federal Credit Union 401(k) Plan and Trust reported $64M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,208 in Finance & Insurance (8,869 peers)

Where Altra Federal Credit Union 401(k) Plan and Trust sits by assets

Altra Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $64M for 493 participants (~$129,106/participant), up 22.6% in 2023.

#7,208
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Altra Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Altra Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$63,649,361 Top 12% higher than 88% 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

Altra Federal Credit Union 401(k) Plan and Trust 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. Altra Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altra Federal Credit Union 401(k) Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Altra Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $52M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390662755 · Altra Federal Credit Union PY 2023 · 401(k)

Altra Federal Credit Union 401(k) Plan and Trust · $64M · 493 · 88th

  • SCH $64M
  • EBSA 493
  • PART 88th
  • TYPE 401(k)
  • NET near Aspiriant 401(k) and Profit Sharing Plan
  • BOOK ind #7208

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Altra Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Altra Federal Credit Union 401(k) Plan and TrustAltra Federal Credit Union 4…$64MAspiriant 401(k) and Profit Sharing PlanAspiriant 401(k) and Profit …$64MPeoples Bank Salary Investment & Profit Sharing PlanPeoples Bank Salary Investme…$64MGrow Financial Federal Credit Union 401(k) PlanGrow Financial Federal Credi…$64MElma Electronic Inc. Savings PlanElma Electronic Inc. Savings…$64M
End-of-year total assets ($M) among Altra Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN390662755
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altra Federal Credit Union)

Sponsor-wide plan assets over time

All Altra Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$73M 40.81031064951152% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.9M $73.1M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 495 $52M
2023 1 493 $64M
2024 1 498 $73M

Nearby 401(k) Plans in Wisconsin

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

Altra Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Altra Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.063649361 · Participants: 493Altra Federal Credit Union 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Altra Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Altra Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Altra Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aspiriant 401(k) and Profit Sharing Plan in CA ($64M); by covered participants it is O9 Solutions 401(k) Plan in TX (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Altra Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Altra Federal Credit Union 401(k) Plan and Trust grew sharply - up 22.6% during 2023, from $52M to $64M. Reported net income was $12M.
How have Altra Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altra Federal Credit Union's sponsor-wide assets grew 40.8%, from $52M to $73M.
Where does Altra Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Altra Federal Credit Union 401(k) Plan and Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Altra Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aspiriant 401(k) and Profit Sharing Plan in CA ($64M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Altra Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is O9 Solutions 401(k) Plan in TX (493 participants, $23M 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 390662755.

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.