401(k) · DOL Form 5500 · 2023

Alturas, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 176
Participants Small participant base: 50th
Percentile by assets National rank: $37,756
Avg per participant Low balance/head

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Official DOL plan name: Alturas, LLC Retirement Trust · Sponsored by Alturas, LLC · Idaho · Professional & Technical Services

$7M in assets, 176 participants

Alturas, LLC's Alturas, LLC Retirement Trust reported $7M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

#9,827 in Professional & Technical Services (20,321 peers)

Alturas, LLC multi-year trail

Alturas, LLC's plans moved +62.3% in assets from 2022 to 2024; this filing shows Alturas, LLC Retirement Trust at $7M / 176 participants.

#9,827
in Professional & Technical Services (20,321 peers): +33.9%
assets growth YoY

Alturas, LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Alturas, LLC Retirement Trust vs every filed plan by assets

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

$6,645,031 Top 50% higher than 50% 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

Alturas, LLC 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. Alturas, LLC Retirement Trust sits mid-pack in the medium band (176 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Alturas, LLC Retirement Trust reported net income rose from $278K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Alturas, LLC Retirement Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261185288 · Alturas, LLC PY 2023 · 401(k)

Alturas, LLC Retirement Trust · $7M · 176 · 50th

EIN $7M
RANK 176
PHOTO 50th
IND 401(k)
EOY near Advanced Behavioral Health, Inc 401(k) Plan
5500 ind #9827

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 Professional & Technical Services retirement plans → · Plans in Idaho →

End-of-year total assets ($M) among Alturas, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alturas, LLC multi-year asset trail

Latest sponsor-wide plan assets: $8M 62.25386732051425% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	176	$5M
2023	1	176	$7M
2024	1	207	$8M

Alturas, LLC filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	261185288
Plan Effective Date	2014-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Alturas, LLC Retirement Trust vs. nearby 401(k) plans in Idaho, assets vs. participants

Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
Simplot Retirement Savings Plan $1.4B · 8,746
Idaho Power Company Employee Savings Plan $794M · 2,089
Boise Cascade Company Savings Plan $656M · 3,476

Compare Alturas, LLC Retirement Trust side-by-side with 3 peers →

Alturas, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Advanced Behavioral Health, Inc 401(k) Plan in MD ($7M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Advanced Behavioral Health, Inc 401(k) Plan (MD) $7M · 205
Pella of Denver and Northern Colorado 401(k) Plan (CO) $7M · 89
Texas Book Company Savings and Profit Sharing Plan (TX) $7M · 89
The American Forests Thrift and Savings Plan (DC) $7M · 74

Similar participant headcount

Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.

Red Nucleus Solutions 401(k) Retirement Plan (PA) 176 · 0 off
Associated Credit Union of Texas 401(k) Plan and Trust (TX) 176 · 0 off
Accountingdepartment.Com, LLC 401(k) Plan (FL) 176 · 0 off
Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 176 · 0 off

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 Alturas, LLC Retirement Trust assets move in 2023? ▼

Alturas, LLC Retirement Trust surged - up 33.9% during 2023, from $5M to $7M. Reported net income was $2M.

How have Alturas, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alturas, LLC's sponsor-wide assets grew 62.3%, from $5M to $8M.

Which 401(k) plans are similar in size to Alturas, LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Advanced Behavioral Health, Inc 401(k) Plan in MD ($7M, 205 participants).

Which 401(k) plans cover a similar participant headcount to Alturas, LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 261185288.