401(k) · DOL Form 5500 · 2024

Altrust Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
282
Participants Below avg headcount
55th
Percentile by assets National rank
$34,143
Avg per participant Low balance/head
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Official DOL plan name: Altrust Financial Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Altrust Financial Services, Inc. · Alabama · Finance & Insurance

$10M in assets, 282 participants

Altrust Financial Services, Inc.'s Altrust Financial Services, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,319 in Finance & Insurance (8,549 peers)

Altrust Financial Services, Inc. multi-year trail

Altrust Financial Services, Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Altrust Financial Services, Inc. 401(k) Profit Sharing Plan at $10M / 282 participants.

#3,319
in Finance & Insurance (8,549 peers)
+23.5%
assets growth YoY

Altrust Financial Services, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Altrust Financial Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,628,196 Top 45% higher than 55% 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

Altrust Financial Services, Inc. 401(k) Profit Sharing 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. Altrust Financial Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Altrust Financial Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Altrust Financial Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 276 in the plan year 2023 filing to 282 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630923450 · Altrust Financial Services, Inc. PY 2024 · 401(k)

Altrust Financial Services, Inc. 401(k) Profit Sharing Plan · $10M · 282 · 55th

  • PCT $10M
  • EIN 282
  • RANK 55th
  • PHOTO 401(k)
  • IND near Presencelearning, Inc. 401(k) Plan
  • EOY ind #3319

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 Alabama →

Altrust Financial Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Altrust Financial Services, Inc. 401(k) Profit Sharing PlanAltrust Financial Services, …$10MPresencelearning, Inc. 401(k) PlanPresencelearning, Inc. 401(k…$10MSusquehanna Community Bank Profit Sharing PlanSusquehanna Community Bank P…$10MHeritage Health 403(b) Plan$10MPharma Tech Industries 401(k) PlanPharma Tech Industries 401(k…$10M
End-of-year total assets ($M) among Altrust Financial Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Altrust Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Altrust Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 38.35921886643296% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.7M $49.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 2 541 $36M
2023 2 553 $41M
2024 2 560 $49M

Altrust Financial Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN630923450
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Altrust Financial Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Altrust Financial Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009628196 · Participants: 282Altrust Financial Services, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Altrust Financial Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Altrust Financial Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Altrust Financial Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Presencelearning, Inc. 401(k) Plan in NY ($10M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Altrust Financial Services, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Altrust Financial Services, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2024, from $8M to $10M. Reported net income was $2M.
How have Altrust Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altrust Financial Services, Inc.'s sponsor-wide assets grew 38.4%, from $36M to $49M.
Which 401(k) plans are similar in size to Altrust Financial Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Presencelearning, Inc. 401(k) Plan in NY ($10M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Altrust Financial Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants, N/A 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 630923450.

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.