Other · DOL Form 5500 · 2023
The Altamont School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $207,838
- Avg per participant Above avg balance/head
Official DOL plan name: The Altamont School Defined Contribution Retirement Plan · Sponsored by The Altamont School · Alabama · Educational Services
$15M in assets, 72 participants
The Altamont School's The Altamont School Defined Contribution Retirement Plan reported $15M in total assets and 72 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.
- #1,854 in Educational Services (3,735 peers)
The Altamont School multi-year trail
The Altamont School's plans moved +31.2% in assets from 2022 to 2024; this filing shows The Altamont School Defined Contribution Retirement Plan at $15M / 72 participants.
- #1,854
- in Educational Services (3,735 peers)
- +16.9%
- assets growth YoY
The Altamont School Defined Contribution Retirement Plan's outsized position by total assets
The Altamont School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,964,307 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Altamont School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Altamont School Defined Contribution Retirement Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Altamont School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Altamont School Defined Contribution Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 630302110 · The Altamont School PY 2023 · Other
The Altamont School Defined Contribution Retirement Plan · $15M · 72 · 67th
- SCH $15M
- EBSA 72
- PART 67th
- TYPE Other
- NET near Providence Country Day School Defined Contribution Retirement Plan
- BOOK ind #1854
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 Educational Services retirement plans → · Plans in Alabama →
The Altamont School Defined Contribution Retirement Plan in the asset neighbourhood
The Altamont School multi-year asset trail
Sponsor-wide plan assets over time
All The Altamont School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 31.18737079208682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $13M |
| 2023 | 1 | 72 | $15M |
| 2024 | 1 | 80 | $17M |
The Altamont School filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 630302110 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
The Altamont School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Providence Country Day School Defined Contribution Retirement Plan in RI ($15M); by covered participants it is Far Hills Country Day School Defined Contribution Retirement Plan in NJ (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.