401(k) · DOL Form 5500 · 2024

Altarum Institute 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$590,047
Avg per participant High balance/head
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Official DOL plan name: Altarum Institute Supplemental Retirement Plan · Sponsored by Altarum Institute · Michigan · Professional & Technical Services

$4M in assets, 7 participants

Altarum Institute's Altarum Institute Supplemental Retirement Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,247 in Professional & Technical Services (20,173 peers)

Altarum Institute multi-year trail

Altarum Institute's plans moved +19.3% in assets from 2022 to 2024; this filing shows Altarum Institute Supplemental Retirement Plan at $4M / 7 participants.

#7,247
in Professional & Technical Services (20,173 peers)
+24.4%
assets growth YoY

Altarum Institute Supplemental Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Altarum Institute Supplemental Retirement Plan vs every filed plan by assets

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

$4,130,329 39th percentile higher than 39% 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

Altarum Institute Supplemental Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altarum Institute Supplemental Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Altarum Institute Supplemental Retirement Plan reported net income rose from $133K in the plan year 2023 filing to $809K in the plan year 2024 filing.
  • Altarum Institute Supplemental Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Altarum Institute Supplemental Retirement Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 381983442 · Altarum Institute PY 2024 · 401(k)

Altarum Institute Supplemental Retirement Plan · $4M · 7 · 39th

  • IND $4M
  • IND 7
  • IND 39th
  • IND 401(k)
  • IND near Michael W. Zacher, D.D.S. 401(k) Plan
  • IND ind #7247

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Altarum Institute Supplemental Retirement Plan in the asset neighbourhood

Altarum Institute Supplemental Retirement PlanAltarum Institute Supplement…$4MMichael W. Zacher, D.D.S. 401(k) PlanMichael W. Zacher, D.D.S. 40…$4MMiller Oil Co., Inc. Retirement Savings PlanMiller Oil Co., Inc. Retirem…$4MHealth Coalition, Inc. Profit Sharing PlanHealth Coalition, Inc. Profi…$4MRoadshow Retirement and Savings PlanRoadshow Retirement and Savi…$4M
End-of-year total assets ($M) among Altarum Institute Supplemental Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Altarum Institute multi-year asset trail

Sponsor-wide plan assets over time

All Altarum Institute plans reported in each filing year

Latest sponsor-wide plan assets
$84M 19.2742623386223% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.5M $84M ▲ +19.3%
Year Plans Participants Total Assets
2022 2 321 $70M
2023 2 316 $79M
2024 2 300 $84M

Altarum Institute filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$809K
Employer EIN381983442
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Altarum Institute Supplemental Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Altarum Institute Supplemental Retirement Plan, Total assets ($B): 0.004130329 · Participants: 7Altarum Institute Supplemental Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Altarum Institute Supplemental Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Altarum Institute Supplemental Retirement Plan side-by-side with 3 peers →

Altarum Institute Supplemental Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Michael W. Zacher, D.D.S. 401(k) Plan in AZ ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Altarum Institute Supplemental Retirement Plan assets move in 2024? ▼
Altarum Institute Supplemental Retirement Plan grew sharply - up 24.4% during 2024, from $3M to $4M. Reported net income was $809K.
How have Altarum Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altarum Institute's sponsor-wide assets grew 19.3%, from $70M to $84M.
Which 401(k) plans are similar in size to Altarum Institute Supplemental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michael W. Zacher, D.D.S. 401(k) Plan in AZ ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Altarum Institute Supplemental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 381983442.

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.