401(k) · DOL Form 5500 · 2023

Altezza Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$612K
Total assets Small plan by assets
N/A
Participants Small participant base
20th
Percentile by assets National rank
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Official DOL plan name: Altezza Holdings 401(k) Trust · Sponsored by Altezza Holdings Incorporated · Connecticut · Professional & Technical Services

$612K in assets, N/A participants

Altezza Holdings Incorporated's Altezza Holdings 401(k) Trust reported $612K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,969 in Professional & Technical Services (20,321 peers)

Altezza Holdings Incorporated multi-year trail

Altezza Holdings Incorporated's plans moved +164.5% in assets from 2023 to 2024; this filing shows Altezza Holdings 401(k) Trust at $612K / N/A participants.

#2,969
in Professional & Technical Services (20,321 peers)
$612K
reported net income

Altezza Holdings 401(k) Trust among the smaller filed plans by assets

Altezza Holdings 401(k) Trust vs every filed plan by assets

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

$611,981 20th percentile higher than 20% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 931881055 · Altezza Holdings Incorporated PY 2023 · 401(k)

Altezza Holdings 401(k) Trust · $612K · N/A · 20th

  • SCH $612K
  • EBSA N/A
  • PART 20th
  • TYPE 401(k)
  • NET near Jacobsma and Associates 401(k) Profit Sharing Plan
  • BOOK ind #2969

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 Connecticut →

Altezza Holdings 401(k) Trust in the asset neighbourhood

Altezza Holdings 401(k) Trust$612KJacobsma and Associates 401(k) Profit Sharing PlanJacobsma and Associates 401(…$612KBusiness Garage Authority, Inc. 401(k) PlanBusiness Garage Authority, I…$612KIntrignia, Inc. 401(k) Plan$612KJack Green Oil Company 401(k) PlanJack Green Oil Company 401(k…$612K
End-of-year total assets ($M) among Altezza Holdings 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Altezza Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Altezza Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$2M 164.53125178722868% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.61M $1.62M ▲ +165.6%
Year Plans Participants Total Assets
2023 1 N/A $612K
2024 1 1 $2M

Altezza Holdings Incorporated filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$612K
Net Income$612K
Employer EIN931881055
Plan Effective Date2023-09-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Altezza Holdings 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Altezza Holdings 401(k) Trust, Total assets ($B): 0.000611981 · Participants: 0Altezza Holdings 401(k) TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Altezza Holdings 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants

Altezza Holdings 401(k) Trust's closest out-of-state 401(k) peers by assets

Outside Connecticut, the nearest 401(k) by end-of-year assets is Jacobsma and Associates 401(k) Profit Sharing Plan in CA at $612K (this filing: $612K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($612K here).

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 have Altezza Holdings Incorporated plan assets changed over time?
Across 2 plan years on file (2023-2024), Altezza Holdings Incorporated's sponsor-wide assets grew 164.5%, from $612K to $2M.
Where does Altezza Holdings 401(k) Trust rank by assets among Form 5500 filers?
Altezza Holdings 401(k) Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Altezza Holdings 401(k) Trust?
Among 401(k) plans in other states, the closest by assets is Jacobsma and Associates 401(k) Profit Sharing Plan in CA ($612K, 13 participants).