401(k) · DOL Form 5500 · 2024

Alation, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
403
Participants Below avg headcount
79th
Percentile by assets National rank
$85,987
Avg per participant Below avg balance/head
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Official DOL plan name: Alation, Inc. Retirement Trust · Sponsored by Alation, Inc. · California · Information & Media

$35M in assets, 403 participants

Alation, Inc.'s Alation, Inc. Retirement Trust reported $35M in total assets and 403 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,033 in Information & Media (2,822 peers)

Where Alation, Inc. Retirement Trust sits by assets

Alation, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $35M for 403 participants (~$85,987/participant), up 17.3% in 2024.

#2,033
in Information & Media (2,822 peers)
+17.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alation, Inc. Retirement Trust's outsized position by total assets

Alation, Inc. Retirement Trust vs every filed plan by assets

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

$34,652,583 Top 21% higher than 79% 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

Alation, Inc. Retirement Trust 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. Alation, Inc. Retirement Trust sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alation, Inc. Retirement Trust reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Alation, Inc. Retirement Trust end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Alation, Inc. Retirement Trust reported participants fell from 459 in the plan year 2023 filing to 403 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 461989601 · Alation, Inc. PY 2024 · 401(k)

Alation, Inc. Retirement Trust · $35M · 403 · 79th

  • BOY $35M
  • SCH 403
  • EBSA 79th
  • PART 401(k)
  • TYPE near Ist Retirement Plan
  • NET ind #2033

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 Information & Media retirement plans → · Plans in California →

Alation, Inc. Retirement Trust in the asset neighbourhood

Homeserve USA 401(k) Plan for Union EmployeesHomeserve USA 401(k) Plan fo…$35MGranite Associates 401(k) PlanGranite Associates 401(k) Pl…$35MHansen Icc, LLC Savings Plan$35MAlation, Inc. Retirement TrustAlation, Inc. Retirement Tru…$35MIst Retirement Plan$35M
End-of-year total assets ($M) among Alation, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN461989601
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alation, Inc.)

Sponsor-wide plan assets over time

All Alation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 78.20105329799335% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.5M $34.7M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 344 $19M
2023 1 459 $30M
2024 1 403 $35M

Nearby 401(k) Plans in California

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

Alation, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alation, Inc. Retirement Trust, Total assets ($B): 0.034652583 · Participants: 403Alation, Inc. Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Alation, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Alation, Inc. Retirement Trust side-by-side with 3 peers →

Alation, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ist Retirement Plan in MA ($35M); by covered participants it is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Alation, Inc. Retirement Trust assets move in 2024? ▼
Alation, Inc. Retirement Trust grew sharply - up 17.3% during 2024, from $30M to $35M. Reported net income was $5M.
How have Alation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alation, Inc.'s sponsor-wide assets grew 78.2%, from $19M to $35M.
Where does Alation, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Alation, Inc. Retirement Trust ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alation, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ist Retirement Plan in MA ($35M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Alation, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants, $6M 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 461989601.

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.