401(k) · DOL Form 5500 · 2023

Goldstein Group, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
1,218
Participants Near avg headcount
92nd
Percentile by assets National rank
$94,301
Avg per participant Below avg balance/head
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Official DOL plan name: Alter 401(k) Retirement Plan · Sponsored by Goldstein Group, Inc. · Missouri · Wholesale Trade

$115M in assets, 1,218 participants

Goldstein Group, Inc.'s Alter 401(k) Retirement Plan reported $115M in total assets and 1,218 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,910 in Wholesale Trade (6,309 peers)

Where Alter 401(k) Retirement Plan sits by assets

Alter 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 1,218 participants (~$94,301/participant), up 20.5% in 2023.

#5,910
in Wholesale Trade (6,309 peers)
+20.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Alter 401(k) Retirement Plan's outsized position by total assets

Alter 401(k) Retirement Plan vs every filed plan by assets

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

$114,858,923 Top 8% higher than 92% 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

Alter 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alter 401(k) Retirement Plan lands in the large band (1,218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alter 401(k) Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Alter 401(k) Retirement Plan end-of-year assets rose from $95M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Alter 401(k) Retirement Plan reported participants fell from 1,258 in the plan year 2022 filing to 1,218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 481291659 · Goldstein Group, Inc. PY 2023 · 401(k)

Alter 401(k) Retirement Plan · $115M · 1,218 · 92nd

  • 5500 $115M
  • 5500 1,218
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Allnex USA Inc. Employees' Savings Plan
  • 5500 ind #5910

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 Missouri →

Alter 401(k) Retirement Plan in the asset neighbourhood

Manatts, Inc. and Affiliated Companies 401(k) Retirement PlanManatts, Inc. and Affiliated…$115MUbisoft, Inc. 401(k) Plan$115MAlter 401(k) Retirement Plan$115MAllnex USA Inc. Employees' Savings PlanAllnex USA Inc. Employees' S…$115MSimmons Hanly Conroy 401(k) PlanSimmons Hanly Conroy 401(k) …$115M
End-of-year total assets ($M) among Alter 401(k) 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)$95M
Net Assets (End of Year)$115M
Net Income$20M
Employer EIN481291659
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldstein Group, Inc.)

Sponsor-wide plan assets over time

All Goldstein Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 37.46378043393379% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $95.3M $131M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 1,258 $95M
2023 1 1,218 $115M
2024 1 1,249 $131M

Nearby 401(k) Plans in Missouri

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

Alter 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Alter 401(k) Retirement Plan, Total assets ($B): 0.114858923 · Participants: 1218Alter 401(k) Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Alter 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Alter 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Allnex USA Inc. Employees' Savings Plan in GA ($115M); by covered participants it is Udr, Inc. 401(k) Plan in CO (1,218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,218 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 Alter 401(k) Retirement Plan assets move in 2023? ▼
Alter 401(k) Retirement Plan grew sharply - up 20.5% during 2023, from $95M to $115M. Reported net income was $20M.
How have Goldstein Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldstein Group, Inc.'s sponsor-wide assets grew 37.5%, from $95M to $131M.
Where does Alter 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Alter 401(k) Retirement Plan ranks in the 92nd 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 Alter 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allnex USA Inc. Employees' Savings Plan in GA ($115M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Alter 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Udr, Inc. 401(k) Plan in CO (1,218 participants, $96M 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 481291659.

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.