401(k) · DOL Form 5500 · 2023

Altorfer Inc. 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
833
Participants Near avg headcount
93rd
Percentile by assets National rank
$173,498
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Altorfer Retirement Plan · Sponsored by Altorfer Inc. · Iowa · Wholesale Trade

$145M in assets, 833 participants

Altorfer Inc.'s Altorfer Retirement Plan reported $145M in total assets and 833 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,975 in Wholesale Trade (6,309 peers)

Where Altorfer Retirement Plan sits by assets

Altorfer Retirement Plan sits in the top 10% of all filed plans by assets, $145M for 833 participants (~$173,498/participant), up 22.0% in 2023.

#5,975
in Wholesale Trade (6,309 peers)
+22.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Altorfer Retirement Plan's outsized position by total assets

Altorfer Retirement Plan vs every filed plan by assets

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

$144,524,039 Top 7% higher than 93% 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

Altorfer Retirement 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 Retirement Plan sits mid-pack in the medium band (833 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altorfer Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Altorfer Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $145M in the plan year 2023 filing.
  • Altorfer Retirement Plan reported participants rose from 792 in the plan year 2022 filing to 833 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420788540 · Altorfer Inc. PY 2023 · 401(k)

Altorfer Retirement Plan · $145M · 833 · 93rd

  • EOY $145M
  • EOY 833
  • EOY 93rd
  • EOY 401(k)
  • EOY near Continental Mills, Inc. 401 (K) Retirement Savings Plan
  • EOY ind #5975

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 Retirement Plan in the asset neighbourhood

Altorfer Retirement Plan$145MContinental Mills, Inc. 401 (K) Retirement Savings PlanContinental Mills, Inc. 401 …$145MMaui Jim, Inc. 401(k) Retirement and Savings Plan and TrustMaui Jim, Inc. 401(k) Retire…$145MAudia International, Inc. 401(k) & Profit Sharing PlanAudia International, Inc. 40…$145MIhi Group 401(k) Profit Sharing PlanIhi Group 401(k) Profit Shar…$144M
End-of-year total assets ($M) among Altorfer Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$145M
Net Income$25M
Employer EIN420788540
Plan Effective Date1966-01-01
Filing StatusFILING 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
$140M$160M$180M$200M 202220232024 $153M $191M ▲ +24.9%
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.

Altorfer Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Altorfer Retirement Plan, Total assets ($B): 0.144524039 · Participants: 833Altorfer Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Altorfer Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Altorfer Retirement Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Continental Mills, Inc. 401 (K) Retirement Savings Plan in WA ($145M); by covered participants it is Switch, Ltd. 401(k) Plan in NV (833 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (833 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 Altorfer Retirement Plan assets move in 2023? ▼
Altorfer Retirement Plan grew sharply - up 22.0% during 2023, from $118M to $145M. Reported net income was $25M.
How have Altorfer Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altorfer Inc.'s sponsor-wide assets grew 24.9%, from $153M to $191M.
Where does Altorfer Retirement Plan rank by assets among Form 5500 filers? ▼
Altorfer Retirement Plan ranks in the 93rd 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 Altorfer Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Mills, Inc. 401 (K) Retirement Savings Plan in WA ($145M, 855 participants).
Which 401(k) plans cover a similar participant headcount to Altorfer Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Switch, Ltd. 401(k) Plan in NV (833 participants, $53M 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 420788540.

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.