401(k) · DOL Form 5500 · 2024
Altorfer Inc. 401(k) Plan
Data updated 2026-08-11
- $163M
- Total assets
- 885
- Participants
- 93rd
- Percentile by assets
- $183,980
- Avg per participant
Official DOL plan name: Altorfer Retirement Plan · Sponsored by Altorfer Inc. · Iowa · Wholesale Trade
$163M in assets, 885 participants
Altorfer Inc.'s Altorfer Retirement Plan reported $163M in total assets and 885 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #5,759 in Wholesale Trade (6,080 peers)
Where Altorfer Retirement Plan sits by assets
Altorfer Retirement Plan sits in the top 10% of all filed plans by assets, $163M for 885 participants (~$183,980/participant), up 12.7% in 2024.
- $163M
- total plan assets (2024 EOY)
- 885
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $183,980
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Altorfer Retirement Plan reported net income fell from $25M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Altorfer Retirement Plan end-of-year assets rose from $145M in the plan year 2023 filing to $163M in the plan year 2024 filing.
- Altorfer Retirement Plan reported participants rose from 833 in the plan year 2023 filing to 885 in the plan year 2024 filing.
Altorfer Retirement Plan vs the 2024 asset distribution
By assets, Altorfer Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $17M |
| Employer EIN | 420788540 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altorfer Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,126 | $153M |
| 2023 | 3 | 1,164 | $181M |
| 2024 | 2 | 1,084 | $191M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Altorfer Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Altorfer Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Altorfer Retirement Plan assets move in 2024? ▼
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Next read for Altorfer Retirement Plan
Scale reading
Ways to act on Altorfer Retirement Plan's numbers.
- By total assets, Altorfer Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Altorfer Inc.'s sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Wholesale Trade plans