401(k) · DOL Form 5500 · 2024

Altus Group U.S., Inc. 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
834
Participants Near avg headcount
90th
Percentile by assets National rank
$116,065
Avg per participant Below avg balance/head
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Official DOL plan name: Altus Group 401(k) Plan · Sponsored by Altus Group U.S., Inc. · Texas · Professional & Technical Services

$97M in assets, 834 participants

Altus Group U.S., Inc.'s Altus Group 401(k) Plan reported $97M in total assets and 834 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,414 in Professional & Technical Services (20,173 peers)

Where Altus Group 401(k) Plan sits by assets

Altus Group 401(k) Plan sits in the top 10% of all filed plans by assets, $97M for 834 participants (~$116,065/participant), up 19.8% in 2024.

#18,414
in Professional & Technical Services (20,173 peers)
+19.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Altus Group 401(k) Plan's outsized position by total assets

Altus Group 401(k) Plan vs every filed plan by assets

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

$96,798,496 Top 10% higher than 90% 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

Altus Group 401(k) 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. Altus Group 401(k) Plan sits mid-pack in the medium band (834 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Altus Group 401(k) Plan end-of-year assets rose from $81M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Altus Group 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Altus Group 401(k) Plan reported participants rose from 764 in the plan year 2023 filing to 834 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 980602321 · Altus Group U.S., Inc. PY 2024 · 401(k)

Altus Group 401(k) Plan · $97M · 834 · 90th

  • EBSA $97M
  • EBSA 834
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Unity Healthcare 401(k) Profit Sharing Plan
  • EBSA ind #18414

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 Texas →

Altus Group 401(k) Plan in the asset neighbourhood

Unity Healthcare 401(k) Profit Sharing PlanUnity Healthcare 401(k) Prof…$97MWitt/Kieffer Inc. Savings & Profit Sharing Plan & TrustWitt/Kieffer Inc. Savings & …$97MAltus Group 401(k) Plan$97MPrestage Farms Employees 401(k) Profit Sharing PlanPrestage Farms Employees 401…$97MO'neil Industries, Inc. Incentive Savings PlanO'neil Industries, Inc. Ince…$97M
End-of-year total assets ($M) among Altus Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$97M
Net Income$16M
Employer EIN980602321
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altus Group U.S., Inc.)

Sponsor-wide plan assets over time

All Altus Group U.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 54.64187237537074% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $62.6M $96.8M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 627 $63M
2023 1 764 $81M
2024 1 834 $97M

Nearby 401(k) Plans in Texas

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

Altus Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Altus Group 401(k) Plan, Total assets ($B): 0.096798496 · Participants: 834Altus Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Altus Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Altus Group 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Unity Healthcare 401(k) Profit Sharing Plan in IN ($97M); by covered participants it is Knapp Inc. 401(k) Profit Sharing Plan in GA (834 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (834 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 Altus Group 401(k) Plan assets move in 2024? ▼
Altus Group 401(k) Plan grew sharply - up 19.8% during 2024, from $81M to $97M. Reported net income was $16M.
How have Altus Group U.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altus Group U.S., Inc.'s sponsor-wide assets grew 54.6%, from $63M to $97M.
Where does Altus Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Altus Group 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Altus Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unity Healthcare 401(k) Profit Sharing Plan in IN ($97M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Altus Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knapp Inc. 401(k) Profit Sharing Plan in GA (834 participants, $35M 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 980602321.

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.