401(k) · DOL Form 5500 · 2023

The Altman Companies, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
179
Participants Small participant base
60th
Percentile by assets National rank
$59,723
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Altman Companies 401(k) Plan · Sponsored by The Altman Companies, LLC · Florida · Real Estate

$11M in assets, 179 participants

The Altman Companies, LLC's Altman Companies 401(k) Plan reported $11M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,660 in Real Estate (4,727 peers)

Coverage in Florida

Altman Companies 401(k) Plan covers 179 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#3,660
in Real Estate (4,727 peers)
+5.7%
assets growth YoY

Altman Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Altman Companies 401(k) Plan vs every filed plan by assets

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

$10,690,481 Top 40% higher than 60% 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

Altman Companies 401(k) Plan 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. Altman Companies 401(k) Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altman Companies 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $579K in the plan year 2023 filing.
  • Altman Companies 401(k) Plan reported participants fell from 197 in the plan year 2022 filing to 179 in the plan year 2023 filing.
  • Altman Companies 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832372693 · The Altman Companies, LLC PY 2023 · 401(k)

Altman Companies 401(k) Plan · $11M · 179 · 60th

  • ASSETS $11M
  • ASSETS 179
  • ASSETS 60th
  • ASSETS 401(k)
  • ASSETS near Effectus Group 401(k) Savings Plan
  • ASSETS ind #3660

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 Real Estate retirement plans → · Plans in Florida →

Altman Companies 401(k) Plan in the asset neighbourhood

Altman Companies 401(k) Plan$11MEffectus Group 401(k) Savings PlanEffectus Group 401(k) Saving…$11MMarian High School 401(k) PlanMarian High School 401(k) Pl…$11MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$11MWheelhouse Credit Union 401(k) PlanWheelhouse Credit Union 401(…$11M
End-of-year total assets ($M) among Altman Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$579K
Employer EIN832372693
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Altman Companies, LLC)

Sponsor-wide plan assets over time

All The Altman Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.787481490850722% vs 2022
2024 filing year
$10M$10.2M$10.4M$10.6M$10.8M 202220232024 $10.1M $10.5M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 197 $10M
2023 1 179 $11M
2024 1 63 $10M

Nearby 401(k) Plans in Florida

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

Altman Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Altman Companies 401(k) Plan, Total assets ($B): 0.010690481 · Participants: 179Altman Companies 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Altman Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Altman Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Effectus Group 401(k) Savings Plan in CA ($11M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Altman Companies 401(k) Plan assets move in 2023?
Altman Companies 401(k) Plan grew at a solid clip - up 5.7% during 2023, from $10M to $11M. Reported net income was $579K.
How have The Altman Companies, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Altman Companies, LLC's sponsor-wide assets grew 3.8%, from $10M to $10M.
Which 401(k) plans are similar in size to Altman Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Effectus Group 401(k) Savings Plan in CA ($11M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Altman Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M in assets).