401(k) · DOL Form 5500 · 2023
Altorfer Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 198
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $128,078
- Avg per participant Near avg balance/head
Official DOL plan name: Altorfer Inc. Employees Savings Plan · Sponsored by Altorfer Inc. · Iowa · Wholesale Trade
$25M in assets, 198 participants
Altorfer Inc.'s Altorfer Inc. Employees Savings Plan reported $25M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #4,743 in Wholesale Trade (6,309 peers)
Coverage in Iowa
Altorfer Inc. Employees Savings Plan covers 198 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $25M.
- #4,743
- in Wholesale Trade (6,309 peers)
- +13.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Altorfer Inc. Employees Savings Plan's outsized position by total assets
Altorfer Inc. Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,359,405 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Altorfer Inc. Employees Savings 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. Altorfer Inc. Employees Savings Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Altorfer Inc. Employees Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Altorfer Inc. Employees Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Altorfer Inc. Employees Savings Plan reported participants rose from 194 in the plan year 2022 filing to 198 in the plan year 2023 filing.
DOL schedule card
Filing strip 420788540 · Altorfer Inc. PY 2023 · 401(k)
Altorfer Inc. Employees Savings Plan · $25M · 198 · 77th
- ASSETS $25M
- ASSETS 198
- ASSETS 77th
- ASSETS 401(k)
- ASSETS near Monin, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #4743
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 Wholesale Trade retirement plans → · Plans in Iowa →
Altorfer Inc. Employees Savings Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 420788540 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altorfer Inc.)
Sponsor-wide plan assets over time
All Altorfer Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $191M 24.93153998182111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,126 | $153M |
| 2023 | 3 | 1,164 | $181M |
| 2024 | 2 | 1,084 | $191M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Altorfer Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Monin, Inc. 401(k) Profit Sharing Plan in FL ($25M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Monin, Inc. 401(k) Profit Sharing Plan (FL) $25M · 310
- Rinker Design 401(k) Plan (VA) $25M · 161
- The Hap 401(k) Plan (PA) $25M · 71
- Ballentine Partners, LLC 401(k) Profit Sharing Plan (NH) $25M · 116
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Wampum Hardware Co. Profit Sharing 401(k) Plan (PA) 198 · 0 off
- Otterbase 401(k) Plan (MI) 198 · 0 off
- Assurance Financial 401(k) Plan (LA) 198 · 0 off
- Tech-Marine Business Inc Profit Sharing & 401(k) Plan (DC) 198 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.