401(k) · DOL Form 5500 · 2023

Alation, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
459
Participants Below avg headcount
79th
Percentile by assets National rank
$64,337
Avg per participant Low balance/head
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Official DOL plan name: Alation, Inc. Retirement Trust · Sponsored by Alation, Inc. · California · Information & Media

$30M in assets, 459 participants

Alation, Inc.'s Alation, Inc. Retirement Trust reported $30M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,007 in Information & Media (2,818 peers)

Where Alation, Inc. Retirement Trust sits by assets

Alation, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $30M for 459 participants (~$64,337/participant), up 51.9% in 2023.

#2,007
in Information & Media (2,818 peers)
+51.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alation, Inc. Retirement Trust's outsized position by total assets

Alation, Inc. Retirement Trust vs every filed plan by assets

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

$29,530,540 Top 21% higher than 79% 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

Alation, Inc. Retirement Trust 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. Alation, Inc. Retirement Trust sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alation, Inc. Retirement Trust reported net income rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Alation, Inc. Retirement Trust end-of-year assets rose from $19M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Alation, Inc. Retirement Trust reported participants rose from 344 in the plan year 2022 filing to 459 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461989601 · Alation, Inc. PY 2023 · 401(k)

Alation, Inc. Retirement Trust · $30M · 459 · 79th

  • EBSA $30M
  • EBSA 459
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan
  • EBSA ind #2007

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 Information & Media retirement plans → · Plans in California →

Alation, Inc. Retirement Trust in the asset neighbourhood

Alation, Inc. Retirement TrustAlation, Inc. Retirement Tru…$30MThe C.W. Zumbiel Company 401(k) Savings & Profit Sharing PlanThe C.W. Zumbiel Company 401…$30MBiorigin Specialty Products 401(k) PlanBiorigin Specialty Products …$30MFirst Internet Bank of Indiana Employee Retirement Savings PlanFirst Internet Bank of India…$30MDec 401(k) Plan$30M
End-of-year total assets ($M) among Alation, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$30M
Net Income$10M
Employer EIN461989601
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alation, Inc.)

Sponsor-wide plan assets over time

All Alation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 78.20105329799335% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.5M $34.7M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 344 $19M
2023 1 459 $30M
2024 1 403 $35M

Nearby 401(k) Plans in California

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

Alation, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alation, Inc. Retirement Trust, Total assets ($B): 0.02953054 · Participants: 459Alation, Inc. Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Alation, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Alation, Inc. Retirement Trust side-by-side with 3 peers →

Alation, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan in KY ($30M); by covered participants it is East Manufacturing Corporation 401(k) Plan in OH (459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Alation, Inc. Retirement Trust assets move in 2023? ▼
Alation, Inc. Retirement Trust surged - up 51.9% during 2023, from $19M to $30M. Reported net income was $10M.
How have Alation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alation, Inc.'s sponsor-wide assets grew 78.2%, from $19M to $35M.
Where does Alation, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Alation, Inc. Retirement Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alation, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan in KY ($30M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Alation, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is East Manufacturing Corporation 401(k) Plan in OH (459 participants, $8M 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 461989601.

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.