401(k)
2024 plan-year 401(k) DOL Form 5500

Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Alpine Banks of Colorado ยท Colorado ยท Finance & Insurance

What the 2023 filing shows

Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) holds $161M for 731 participants - about $220,154 per participant, up 3.1% over the 2024 plan year.

$161M
total plan assets (2024 EOY)
731
covered participants
$220,154
avg assets per participant
+3.1%
assets growth YoY
Total Assets (2023)
$161M
Participants
731
State
Industry
Finance & Insurance

What the Filing Says About Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)

Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) is a 401(k) retirement plan sponsored by Alpine Banks of Colorado, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $161M in total end-of-year assets and covers 731 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 840868818, and the plan has been effective since 1983-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $156M at the beginning of 2024 to $161M at year-end โ€” a gain of 3.1%. Net assets (after liabilities) closed the year at $161M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$156M
Total Assets (End of Year)$161M
Net Assets (End of Year)$161M
Net Income$5M
Plan Type401(k)
Employer EIN840868818
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alpine Banks of Colorado)

Year Plans Participants Total Assets
2022 1 753 $159M
2023 1 764 $156M
2024 1 731 $161M

Nearby 401(k) Plans in Colorado

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

Frequently Asked Questions

How much money is in the Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)?
As of the 2024 Form 5500 filing, Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) holds $161M in total assets with 731 participants. It is sponsored by Alpine Banks of Colorado.
What type of plan is Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)?
Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) is a 401(k) plan. It has been effective since 1983-01-01. The plan is filed with the U.S. Department of Labor under EIN 840868818.
Who sponsors the Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)?
Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) is sponsored by Alpine Banks of Colorado, located in Colorado. The sponsor's EIN is 840868818 and the plan operates in the Finance & Insurance industry.
How did Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) perform in 2024?
Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) grew by 3.1% during 2024, moving from $156M to $161M in total assets. Net income was $5M.
Where can I find official filings for Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)?
Official Form 5500 filings for Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840868818 or plan name at efast.dol.gov.
How does Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) compare to other plans?
You can compare Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 840868818.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.