401(k) · DOL Form 5500 · 2023
Altorfer Inc. 401(k) Plan
Data updated 2026-08-11
- $145M
- Total assets
- 833
- Participants
- 93rd
- Percentile by assets
- $173,498
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $145M
- total plan assets (2023 EOY)
- 833
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $173,498
- avg assets per participant
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.
Altorfer Retirement Plan vs the 2023 asset distribution
By assets, Altorfer Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $25M |
| Employer EIN | 420788540 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altorfer Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Altorfer Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Altorfer Retirement Plan assets move in 2023? ▼
How have Altorfer Inc. plan assets changed over time? ▼
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Next read for Altorfer Retirement Plan
Scale reading
Ways to act on Altorfer Retirement Plan's numbers.
- By total assets, Altorfer Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Altorfer Inc.'s sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Wholesale Trade plans