Other · DOL Form 5500 · 2023

Altapointe Healthcare Management, LLC Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,234
Participants Near avg headcount
64th
Percentile by assets National rank
$10,260
Avg per participant Low balance/head
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Official DOL plan name: Altapointe Healthcare Management 403(b) Plan · Sponsored by Altapointe Healthcare Management, LLC · Alabama · Healthcare & Social Assistance

$13M in assets, 1,234 participants

Altapointe Healthcare Management, LLC's Altapointe Healthcare Management 403(b) Plan reported $13M in total assets and 1,234 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,201 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Altapointe Healthcare Management 403(b) Plan covers 1,234 participants in Alabama, 3.4x the typical Alabama plan (state average ~360 per filing). Assets: $13M.

#12,201
in Healthcare & Social Assistance (17,684 peers)
+45.6%
assets growth YoY

Altapointe Healthcare Management 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Altapointe Healthcare Management 403(b) Plan vs every filed plan by assets

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

$12,661,023 Top 36% higher than 64% 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

Altapointe Healthcare Management 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altapointe Healthcare Management 403(b) Plan lands in the large band (1,234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altapointe Healthcare Management 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Altapointe Healthcare Management 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Altapointe Healthcare Management 403(b) Plan reported participants rose from 1,156 in the plan year 2022 filing to 1,234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471587157 · Altapointe Healthcare Management, LLC PY 2023 · Other

Altapointe Healthcare Management 403(b) Plan · $13M · 1,234 · 64th

  • BOY $13M
  • BOY 1,234
  • BOY 64th
  • BOY Other
  • BOY near Zufall Health Center 403(b) Plan
  • BOY ind #12201

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Altapointe Healthcare Management 403(b) Plan in the asset neighbourhood

Altapointe Healthcare Management 403(b) PlanAltapointe Healthcare Manage…$13MZufall Health Center 403(b) PlanZufall Health Center 403(b) …$13MClinton Hospital Association Tax Sheltered Annuity PlanClinton Hospital Association…$13MFood Bank for New York City 403(b) Retirement PlanFood Bank for New York City …$13MCarolina Caring Retirement PlanCarolina Caring Retirement P…$13M
End-of-year total assets ($M) among Altapointe Healthcare Management 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN471587157
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altapointe Healthcare Management, LLC)

Sponsor-wide plan assets over time

All Altapointe Healthcare Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 85.9035449040387% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.69M $16.2M ▲ +86.0%
Year Plans Participants Total Assets
2022 1 1,156 $9M
2023 1 1,234 $13M
2024 1 1,415 $16M

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Altapointe Healthcare Management 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Altapointe Healthcare Management 403(b) Plan, Total assets ($B): 0.012661023 · Participants: 1234Altapointe Healthcare Management 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Altapointe Healthcare Management 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants

Altapointe Healthcare Management 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Zufall Health Center 403(b) Plan in NJ ($13M); by covered participants it is Milton Hershey School Group Supplemental Retirement Plan in PA (1,234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,234 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 Altapointe Healthcare Management 403(b) Plan assets move in 2023?
Altapointe Healthcare Management 403(b) Plan surged - up 45.6% during 2023, from $9M to $13M. Reported net income was $4M.
How have Altapointe Healthcare Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Altapointe Healthcare Management, LLC's sponsor-wide assets grew 85.9%, from $9M to $16M.
Which Other plans are similar in size to Altapointe Healthcare Management 403(b) Plan?
Among Other plans in other states, the closest by assets is Zufall Health Center 403(b) Plan in NJ ($13M, 428 participants).
Which Other plans cover a similar participant headcount to Altapointe Healthcare Management 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Milton Hershey School Group Supplemental Retirement Plan in PA (1,234 participants, $192M in assets).