401(k) · DOL Form 5500 · 2024
Alta Planning + Design, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 183
- Participants Below avg headcount
Official DOL plan name: Alta Planning + Design, Inc. 401(k) Profit Sharing Plan · Sponsored by Alta Planning + Design, Inc. · Oregon · Transportation & Warehousing
N/A in assets, 183 participants
Alta Planning + Design, Inc.'s Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported N/A in total assets and 183 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Oregon
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan covers 183 participants in Oregon, about 41% of the average Oregon filer (state average ~443 per filing). Assets: N/A.
- -$261K
- reported net income
The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 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 (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to -$261K in the plan year 2024 filing.
- Alta Planning + Design, Inc. 401(k) Profit Sharing Plan reported participants rose from 167 in the plan year 2023 filing to 183 in the plan year 2024 filing.
DOL schedule card
Filing strip 680465555 · Alta Planning + Design, Inc. PY 2024 · 401(k)
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan · N/A · 183
- IND N/A
- EOY 183
- 5500 PY 2024
- ASSETS 401(k)
- PCT near Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan
- EIN -$261K
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 →
Oregon filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$261K |
| Employer EIN | 680465555 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
| 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.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Alta Planning + Design, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Oregon, the nearest 401(k) by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants; this filing: 183 participants).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 183 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 183 · 0 off
- Critigen LLC 401(k) Plan (CO) 183 · 0 off
- Sesloc Credit Union 401(k) Profit Sharing Plan (CA) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.