401(k) · DOL Form 5500 · 2023

Alta Planning + Design, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
167
Participants Small participant base
70th
Percentile by assets National rank
$105,489
Avg per participant Below avg balance/head
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Official DOL plan name: Alta Planning + Design, Inc. 401(k) Profit Sharing Plan · Sponsored by Alta Planning + Design, Inc. · Oregon · Transportation & Warehousing

$18M in assets, 167 participants

Alta Planning + Design, Inc.'s Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,359 in Transportation & Warehousing (3,362 peers)

Coverage in Oregon

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan covers 167 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $18M.

#2,359
in Transportation & Warehousing (3,362 peers)
+25.3%
assets growth YoY

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,616,589 Top 30% higher than 70% 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 Planning + Design, Inc. 401(k) Profit Sharing 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. Alta Planning + Design, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alta Planning + Design, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported participants rose from 165 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680465555 · Alta Planning + Design, Inc. PY 2023 · 401(k)

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan · $18M · 167 · 70th

  • BOY $18M
  • BOY 167
  • BOY 70th
  • BOY 401(k)
  • BOY near Monteleone Interests Profit Sharing and 401(k) Plan and Trust
  • BOY ind #2359

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 Oregon →

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Alta Planning + Design, Inc. 401(k) Profit Sharing PlanAlta Planning + Design, Inc.…$18MMonteleone Interests Profit Sharing and 401(k) Plan and TrustMonteleone Interests Profit …$18MCommercial Bank & Trust of PA Employees' Profit Sharing Retirement PlanCommercial Bank & Trust of P…$18MSunshine Ace Hardware, Inc. 401(k) Profit Sharing Plan and TrustSunshine Ace Hardware, Inc. …$18MTherapy South, LLC 401(k) PlanTherapy South, LLC 401(k) Pl…$18M
End-of-year total assets ($M) among Alta Planning + Design, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN680465555
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alta Planning + Design, Inc.)

Sponsor-wide plan assets over time

All Alta Planning + Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 165 $14M
2023 1 167 $18M
2024 1 183 N/A

Nearby 401(k) Plans in Oregon

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

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Alta Planning + Design, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017616589 · Participants: 167Alta Planning + Design, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Alta Planning + Design, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alta Planning + Design, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Monteleone Interests Profit Sharing and 401(k) Plan and Trust in LA ($18M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Planning + Design, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.3% during 2023, from $14M to $18M. Reported net income was $4M.
Which 401(k) plans are similar in size to Alta Planning + Design, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monteleone Interests Profit Sharing and 401(k) Plan and Trust in LA ($18M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Alta Planning + Design, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 680465555.

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.