401(k) · DOL Form 5500 · 2023

Alta Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
2,578
Participants Above avg headcount
93rd
Percentile by assets National rank
$56,816
Avg per participant Low balance/head
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Official DOL plan name: Alta Equipment Company 401(k) Plan & Trust · Sponsored by Alta Enterprises, LLC · Michigan · Transportation & Warehousing

$146M in assets, 2,578 participants

Alta Enterprises, LLC's Alta Equipment Company 401(k) Plan & Trust reported $146M in total assets and 2,578 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.

  • #3,083 in Transportation & Warehousing (3,362 peers)

Coverage in Michigan

Alta Equipment Company 401(k) Plan & Trust covers 2,578 participants in Michigan, 4.0x the typical Michigan plan (state average ~638 per filing). Assets: $146M.

#3,083
in Transportation & Warehousing (3,362 peers)
+27.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Alta Equipment Company 401(k) Plan & Trust's outsized position by total assets

Alta Equipment Company 401(k) Plan & Trust vs every filed plan by assets

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

$146,472,725 Top 7% higher than 93% 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

Alta Equipment Company 401(k) Plan & Trust'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. Alta Equipment Company 401(k) Plan & Trust lands in the large band (2,578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alta Equipment Company 401(k) Plan & Trust reported net income rose from -$16M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Alta Equipment Company 401(k) Plan & Trust reported participants rose from 1,883 in the plan year 2022 filing to 2,578 in the plan year 2023 filing.
  • Alta Equipment Company 401(k) Plan & Trust end-of-year assets rose from $115M in the plan year 2022 filing to $146M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823166837 · Alta Enterprises, LLC PY 2023 · 401(k)

Alta Equipment Company 401(k) Plan & Trust · $146M · 2,578 · 93rd

  • 5500 $146M
  • ASSETS 2,578
  • PCT 93rd
  • EIN 401(k)
  • RANK near Williams & Connolly LLP Savings Plan and Trust
  • PHOTO ind #3083

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Alta Equipment Company 401(k) Plan & Trust in the asset neighbourhood

IBEW Local 38 401(k) Retirement PlanIBEW Local 38 401(k) Retirem…$147MWilliams & Connolly LLP Savings Plan and TrustWilliams & Connolly LLP Savi…$146MAlta Equipment Company 401(k) Plan & TrustAlta Equipment Company 401(k…$146MKuraray America, Inc. Retirement Savings PlanKuraray America, Inc. Retire…$146MIntermed, P.a. 401(k) & Profit Sharing PlanIntermed, P.a. 401(k) & Prof…$146M
End-of-year total assets ($M) among Alta Equipment Company 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$146M
Net Income$32M
Employer EIN823166837
Plan Effective Date1986-05-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Alta Enterprises, LLC)

Sponsor-wide plan assets over time

All Alta Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$172M 49.879841451643244% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $172M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 1,883 $115M
2023 1 2,578 $146M
2024 1 2,807 $172M

Nearby 401(k) Plans in Michigan

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

Alta Equipment Company 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Alta Equipment Company 401(k) Plan & Trust, Total assets ($B): 0.146472725 · Participants: 2578Alta Equipment Company 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Alta Equipment Company 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Alta Equipment Company 401(k) Plan & Trust side-by-side with 3 peers →

Alta Equipment Company 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Williams & Connolly LLP Savings Plan and Trust in DC ($146M); by covered participants it is Avalara, Inc. 401(k) Plan in WA (2,579 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,578 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 Alta Equipment Company 401(k) Plan & Trust assets move in 2023? ▼
Alta Equipment Company 401(k) Plan & Trust grew sharply - up 27.6% during 2023, from $115M to $146M. Reported net income was $32M.
How have Alta Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alta Enterprises, LLC's sponsor-wide assets grew 49.9%, from $115M to $172M.
Where does Alta Equipment Company 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Alta Equipment Company 401(k) Plan & Trust ranks in the 93rd 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 Alta Equipment Company 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Williams & Connolly LLP Savings Plan and Trust in DC ($146M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Alta Equipment Company 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Avalara, Inc. 401(k) Plan in WA (2,579 participants, $176M 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 823166837.

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.