401(k) · DOL Form 5500 · 2024

Alterra Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
27th
Percentile by assets National rank
$134,421
Avg per participant Near avg balance/head
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Official DOL plan name: Alterra Advisors 401(k) Plan · Sponsored by Alterra Advisors, LLC · Washington · Finance & Insurance

$2M in assets, 12 participants

Alterra Advisors, LLC's Alterra Advisors 401(k) Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,434 in Finance & Insurance (8,549 peers)

2024 asset change

Alterra Advisors 401(k) Plan surged 47.0% in 2024 ($1M → $2M) for 12 participants.

#1,434
in Finance & Insurance (8,549 peers)
+47.0%
assets growth YoY

Alterra Advisors 401(k) Plan among the smaller filed plans by assets

Alterra Advisors 401(k) Plan vs every filed plan by assets

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

$1,613,055 27th percentile higher than 27% 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

Alterra Advisors 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. Alterra Advisors 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 825419375 · Alterra Advisors, LLC PY 2024 · 401(k)

Alterra Advisors 401(k) Plan · $2M · 12 · 27th

  • EIN $2M
  • EIN 12
  • EIN 27th
  • EIN 401(k)
  • EIN near Rek Partners, Inc. 401(k)Plan
  • EIN ind #1434

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 Washington →

Alterra Advisors 401(k) Plan in the asset neighbourhood

Alterra Advisors 401(k) Plan$2MRek Partners, Inc. 401(k)Plan$2MAbc Supply Company Union Employees' Savings & Retirement PlanAbc Supply Company Union Emp…$2MNatchez Ford 401(k) Plan$2MCrave Restaurant 401(k) Savings PlanCrave Restaurant 401(k) Savi…$2M
End-of-year total assets ($M) among Alterra Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$516K
Employer EIN825419375
Plan Effective Date2018-07-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Alterra Advisors 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Alterra Advisors 401(k) Plan, Total assets ($B): 0.001613055 · Participants: 12Alterra Advisors 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Alterra Advisors 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Alterra Advisors 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Rek Partners, Inc. 401(k)Plan in OH ($2M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Alterra Advisors 401(k) Plan assets move in 2024? ▼
Alterra Advisors 401(k) Plan surged - up 47.0% during 2024, from $1M to $2M. Reported net income was $516K.
Which 401(k) plans are similar in size to Alterra Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rek Partners, Inc. 401(k)Plan in OH ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Alterra Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 825419375.

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.