401(k) · DOL Form 5500 · 2024

Altarum Institute 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
293
Participants Below avg headcount
89th
Percentile by assets National rank
$272,687
Avg per participant High balance/head
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Official DOL plan name: Altarum Institute Retirement & Savings Plan · Sponsored by Altarum Institute · Michigan · Professional & Technical Services

$80M in assets, 293 participants

Altarum Institute's Altarum Institute Retirement & Savings Plan reported $80M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,126 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Altarum Institute Retirement & Savings Plan covers 293 participants in Michigan, about 46% of the average Michigan filer (state average ~638 per filing). Assets: $80M.

#18,126
in Professional & Technical Services (20,173 peers)
+6.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Altarum Institute Retirement & Savings Plan's outsized position by total assets

Altarum Institute Retirement & Savings Plan vs every filed plan by assets

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

$79,897,307 Top 11% higher than 89% 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 Retirement & Savings 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. Altarum Institute Retirement & Savings Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Altarum Institute Retirement & Savings Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Altarum Institute Retirement & Savings Plan end-of-year assets rose from $75M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Altarum Institute Retirement & Savings Plan reported participants fell from 310 in the plan year 2023 filing to 293 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 Retirement & Savings Plan · $80M · 293 · 89th

  • NET $80M
  • NET 293
  • NET 89th
  • NET 401(k)
  • NET near Mendes & Mount, LLP Retirement Plan
  • NET ind #18126

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 Retirement & Savings Plan in the asset neighbourhood

Altarum Institute Retirement & Savings PlanAltarum Institute Retirement…$80MMendes & Mount, LLP Retirement PlanMendes & Mount, LLP Retireme…$80MPiper Aircraft, Inc. Retirement Savings PlanPiper Aircraft, Inc. Retirem…$80MThe Leslie's Poolmart, Inc. 401(k) Savings PlanThe Leslie's Poolmart, Inc. …$80MVita Plus Corporation 401(k) PlanVita Plus Corporation 401(k)…$80M
End-of-year total assets ($M) among Altarum Institute Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$80M
Net Income$5M
Employer EIN381983442
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Altarum Institute)

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

Nearby 401(k) Plans in Michigan

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

Altarum Institute Retirement & Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Altarum Institute Retirement & Savings Plan, Total assets ($B): 0.079897307 · Participants: 293Altarum Institute Retirement & Savings 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 Retirement & Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Altarum Institute Retirement & Savings Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Mendes & Mount, LLP Retirement Plan in NY ($80M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Retirement & Savings Plan assets move in 2024? ▼
Altarum Institute Retirement & Savings Plan grew at a solid clip - up 6.3% during 2024, from $75M to $80M. Reported net income was $5M.
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.
Where does Altarum Institute Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Altarum Institute Retirement & Savings Plan ranks in the 89th 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 Altarum Institute Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mendes & Mount, LLP Retirement Plan in NY ($80M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Altarum Institute Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M 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.