401(k) · DOL Form 5500 · 2023

Alpine Management Services LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
129
Participants Small participant base
67th
Percentile by assets National rank
$115,903
Avg per participant Below avg balance/head
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Official DOL plan name: Alpine Management Services III 401(k) Profit Sharing Plan & Trust · Sponsored by Alpine Management Services LLC · California · Management of Enterprises

$15M in assets, 129 participants

Alpine Management Services LLC's Alpine Management Services III 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #531 in Management of Enterprises (1,137 peers)

Coverage in California

Alpine Management Services III 401(k) Profit Sharing Plan & Trust covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $15M.

#531
in Management of Enterprises (1,137 peers)
+63.8%
assets growth YoY

Alpine Management Services III 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Alpine Management Services III 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,951,535 Top 33% higher than 67% 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

Alpine Management Services III 401(k) Profit Sharing Plan & 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. Alpine Management Services III 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (129 participants).

Plan-year Form 5500 strip

Filing strip 270368581 · Alpine Management Services LLC PY 2023 · 401(k)

Alpine Management Services III 401(k) Profit Sharing Plan & Trust · $15M · 129 · 67th

  • IND $15M
  • IND 129
  • IND 67th
  • IND 401(k)
  • IND near H.a.S.C., Inc. 401(k) Plan
  • IND ind #531

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 Management of Enterprises retirement plans → · Plans in California →

Alpine Management Services III 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Alpine Management Services III 401(k) Profit Sharing Plan & TrustAlpine Management Services I…$15MH.a.S.C., Inc. 401(k) Plan$15MRetirement Plan for Employees of Euro Foods, Inc. D/B/a Citterio U.S.a. CorporationRetirement Plan for Employee…$15MCarolina Day School Defined Contribution Retirement PlanCarolina Day School Defined …$15MPflow Industries, Inc. 401(k) PlanPflow Industries, Inc. 401(k…$15M
End-of-year total assets ($M) among Alpine Management Services III 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$15M
Net Income$6M
Employer EIN270368581
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alpine Management Services LLC)

Sponsor-wide plan assets over time

All Alpine Management Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 48.801698287165834% vs 2023
2024 filing year
$10M$15M$20M$25M 20232024 $15M $22.3M ▲ +48.8%
Year Plans Participants Total Assets
2023 1 129 $15M
2024 1 167 $22M

Nearby 401(k) Plans in California

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

Alpine Management Services III 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alpine Management Services III 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014951535 · Participants: 129Alpine Management Services III 401(k) Profit Sharing Plan & 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
Alpine Management Services III 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Alpine Management Services III 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Alpine Management Services III 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is H.a.S.C., Inc. 401(k) Plan in TX ($15M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Alpine Management Services III 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Alpine Management Services III 401(k) Profit Sharing Plan & Trust surged - up 63.8% during 2023, from $9M to $15M. Reported net income was $6M.
How have Alpine Management Services LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alpine Management Services LLC's sponsor-wide assets grew 48.8%, from $15M to $22M.
Which 401(k) plans are similar in size to Alpine Management Services III 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is H.a.S.C., Inc. 401(k) Plan in TX ($15M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Alpine Management Services III 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 270368581.

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.