401(k) · DOL Form 5500 · 2024

Alpena Agency, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
28
Participants Small participant base
42nd
Percentile by assets National rank
$175,417
Avg per participant Above avg balance/head
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Official DOL plan name: Alpena Agency 401(k) Plan · Sponsored by Alpena Agency, Inc · Michigan · Finance & Insurance

$5M in assets, 28 participants

Alpena Agency, Inc's Alpena Agency 401(k) Plan reported $5M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,393 in Finance & Insurance (8,549 peers)

Alpena Agency, Inc multi-year trail

Alpena Agency, Inc's plans moved +49.8% in assets from 2022 to 2024; this filing shows Alpena Agency 401(k) Plan at $5M / 28 participants.

#2,393
in Finance & Insurance (8,549 peers)
+29.7%
assets growth YoY

Alpena Agency 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Alpena Agency 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,911,687 42nd percentile higher than 42% of 123,620 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 2024

Alpena Agency 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpena Agency 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alpena Agency 401(k) Plan reported net income rose from $507K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Alpena Agency 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Alpena Agency 401(k) Plan reported participants fell from 32 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 381457163 · Alpena Agency, Inc PY 2024 · 401(k)

Alpena Agency 401(k) Plan · $5M · 28 · 42nd

  • RANK $5M
  • PHOTO 28
  • IND 42nd
  • EOY 401(k)
  • 5500 near The Wanderlust Group, Inc. 401(k) Plan
  • ASSETS ind #2393

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 Finance & Insurance retirement plans → · Plans in Michigan →

Alpena Agency 401(k) Plan in the asset neighbourhood

Alpena Agency 401(k) Plan$5MThe Wanderlust Group, Inc. 401(k) PlanThe Wanderlust Group, Inc. 4…$5MUpdike Distribution Logistics, LLC 401(k) Profit Sharing Plan and TrustUpdike Distribution Logistic…$5MIldico 401(k) Plan$5MPcc Capital Management LLC 401(k) PlanPcc Capital Management LLC 4…$5M
End-of-year total assets ($M) among Alpena Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alpena Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Alpena Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.7829046317338% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.28M $4.91M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 32 $4M
2024 1 28 $5M

Alpena Agency, Inc filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN381457163
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Alpena Agency 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Alpena Agency 401(k) Plan, Total assets ($B): 0.004911687 · Participants: 28Alpena Agency 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Alpena Agency 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Alpena Agency 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is The Wanderlust Group, Inc. 401(k) Plan in RI ($5M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alpena Agency 401(k) Plan assets move in 2024? ▼
Alpena Agency 401(k) Plan grew sharply - up 29.7% during 2024, from $4M to $5M. Reported net income was $1M.
How have Alpena Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpena Agency, Inc's sponsor-wide assets grew 49.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Alpena Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Wanderlust Group, Inc. 401(k) Plan in RI ($5M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Alpena Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381457163.

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.