Profit Sharing · DOL Form 5500 · 2024
Alta Partners Management Corp. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $901,064
- Avg per participant High balance/head
Official DOL plan name: Alta Partners Profit Sharing Trust · Sponsored by Alta Partners Management Corp. · Wyoming · Finance & Insurance
$6M in assets, 7 participants
Alta Partners Management Corp.'s Alta Partners Profit Sharing Trust reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #2,710 in Finance & Insurance (8,549 peers)
2024 asset change
Alta Partners Profit Sharing Trust grew at a solid clip 13.4% in 2024 ($6M → $6M) for 7 participants.
- #2,710
- in Finance & Insurance (8,549 peers)
- +13.4%
- assets growth YoY
Alta Partners Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers
Alta Partners Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,307,449 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Alta Partners Profit Sharing Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alta Partners Profit Sharing Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alta Partners Profit Sharing Trust reported net income rose from -$1M in the plan year 2023 filing to $744K in the plan year 2024 filing.
- Alta Partners Profit Sharing Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943238854 · Alta Partners Management Corp. PY 2024 · Profit Sharing
Alta Partners Profit Sharing Trust · $6M · 7 · 46th
- PHOTO $6M
- PHOTO 7
- PHOTO 46th
- PHOTO Profit Sharing
- PHOTO near Think Together - 403(b) ERISA Plan
- PHOTO ind #2710
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 Wyoming →
Alta Partners Profit Sharing Trust in the asset neighbourhood
Alta Partners Management Corp. years around the 2024 move
Sponsor-wide plan assets over time
All Alta Partners Management Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 7.871523591653494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $7M |
| 2023 | 1 | 7 | $6M |
| 2024 | 1 | 7 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $744K |
| Employer EIN | 943238854 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wyoming
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Alta Partners Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wyoming, the nearest Profit Sharing by assets is Think Together - 403(b) ERISA Plan in CA ($6M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.