Profit Sharing · DOL Form 5500 · 2023

Alta Partners Management Corp. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
46th
Percentile by assets National rank
$794,762
Avg per participant High balance/head
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Official DOL plan name: Alta Partners Profit Sharing Trust · Sponsored by Alta Partners Management Corp. · Wyoming · Finance & Insurance

$6M in assets, 7 participants

Alta Partners Management Corp.'s Alta Partners Profit Sharing Trust reported $6M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,921 in Finance & Insurance (8,869 peers)

2023 asset change

Alta Partners Profit Sharing Trust declined sharply 18.7% in 2023 ($7M → $6M) for 7 participants.

#2,921
in Finance & Insurance (8,869 peers)
-18.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alta Partners Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

Alta Partners Profit Sharing Trust vs every filed plan by assets

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

$5,563,334 46th percentile higher than 46% 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

Alta Partners Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Partners Profit Sharing Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alta Partners Profit Sharing Trust reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Alta Partners Profit Sharing Trust reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Alta Partners Profit Sharing Trust end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943238854 · Alta Partners Management Corp. PY 2023 · Profit Sharing

Alta Partners Profit Sharing Trust · $6M · 7 · 46th

  • PART $6M
  • TYPE 7
  • NET 46th
  • BOOK Profit Sharing
  • VS-ST near Tmd Manufacturing Inc. Retirement Plan
  • BOY ind #2921

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 Wyoming →

Alta Partners Profit Sharing Trust in the asset neighbourhood

Macc 403(b) Retirement Savings PlanMacc 403(b) Retirement Savin…$6MAlta Partners Profit Sharing TrustAlta Partners Profit Sharing…$6MTmd Manufacturing Inc. Retirement PlanTmd Manufacturing Inc. Retir…$6MClifford J. Cutler, Ltd. Profit Sharing Plan and TrustClifford J. Cutler, Ltd. Pro…$6MAllied Community Services, Inc. 403(b) PlanAllied Community Services, I…$6M
End-of-year total assets ($M) among Alta Partners Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Alta Partners Management Corp. years around the 2023 move

Sponsor-wide plan assets over time

All Alta Partners Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.871523591653494% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $6.85M $6.31M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 9 $7M
2023 1 7 $6M
2024 1 7 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN943238854
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wyoming

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Alta Partners Profit Sharing Trust vs. nearby Profit Sharing plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150 Total assets ($M) Participants Alta Partners Profit Sharing Trust, Total assets ($M): 5.563334 · Participants: 7Alta Partners Profit Sharing TrustTrue Companies Employees Profit Sharing Plan, Total assets ($M): 126.793761 · Participants: 791True Companies Employees Profit Sharing PlanIvinson Memorial Hospital Retirement Plan, Total assets ($M): 53.399055 · Participants: 581Ivinson Memorial Hospital Retirement PlanNorth Platte Physical Therapy Services, Inc. Profit Sharing Plan, Total assets ($M): 19.640632 · Participants: 115North Platte Physical Therapy Services, Inc. Profit Sharing PlanPro-Kote Engineering & Supply Profit Sharing Plan, Total assets ($M): 10.693375 · Participants: 7Pro-Kote Engineering & Supply Profit Sharing PlanPronghorn Construction Limited Keogh Plan, Total assets ($M): 10.457336 · Participants: 2Pronghorn Construction Limited Keogh Plan
Alta Partners Profit Sharing Trust vs. nearby Profit Sharing plans in Wyoming, assets vs. participants
Compare Alta Partners Profit Sharing Trust side-by-side with 3 peers →

Alta Partners Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wyoming, the nearest Profit Sharing by assets is Tmd Manufacturing Inc. Retirement Plan in TX ($6M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Alta Partners Profit Sharing Trust assets move in 2023? ▼
Alta Partners Profit Sharing Trust declined sharply - down 18.7% during 2023, from $7M to $6M. Reported net income was -$1M.
How have Alta Partners Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alta Partners Management Corp.'s sponsor-wide assets declined 7.9%, from $7M to $6M.
Which Profit Sharing plans are similar in size to Alta Partners Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Tmd Manufacturing Inc. Retirement Plan in TX ($6M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Alta Partners Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 943238854.

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.