Other · DOL Form 5500 · 2024
The Altamont School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $209,989
- Avg per participant Above avg balance/head
Official DOL plan name: The Altamont School Defined Contribution Retirement Plan · Sponsored by The Altamont School · Alabama · Educational Services
$17M in assets, 80 participants
The Altamont School's The Altamont School Defined Contribution Retirement Plan reported $17M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #1,795 in Educational Services (3,638 peers)
The Altamont School multi-year trail
The Altamont School's plans moved +31.2% in assets from 2022 to 2024; this filing shows The Altamont School Defined Contribution Retirement Plan at $17M / 80 participants.
- #1,795
- in Educational Services (3,638 peers)
- +12.3%
- assets growth YoY
The Altamont School Defined Contribution Retirement Plan's outsized position by total assets
The Altamont School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,799,103 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Altamont School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Altamont School Defined Contribution Retirement Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Altamont School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Altamont School Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- The Altamont School Defined Contribution Retirement Plan reported participants rose from 72 in the plan year 2023 filing to 80 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 630302110 · The Altamont School PY 2024 · Other
The Altamont School Defined Contribution Retirement Plan · $17M · 80 · 67th
- PCT $17M
- EIN 80
- RANK 67th
- PHOTO Other
- IND near National Society Daughters of the American Revolution 403(b) Plan
- EOY ind #1795
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 Educational Services retirement plans → · Plans in Alabama →
The Altamont School Defined Contribution Retirement Plan in the asset neighbourhood
The Altamont School multi-year asset trail
Sponsor-wide plan assets over time
All The Altamont School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 31.18737079208682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $13M |
| 2023 | 1 | 72 | $15M |
| 2024 | 1 | 80 | $17M |
The Altamont School filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 630302110 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
The Altamont School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is National Society Daughters of the American Revolution 403(b) Plan in DC ($17M); by covered participants it is Msn Air Service in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Msn Air Service (NY) 80 · 0 off
- Chapel Hill - Chauncy Hall School 403(b) Plan (MA) 80 · 0 off
- Dedham Country Day School DC Retirement Plan (MA) 80 · 0 off
- Jewish Vocational Services 403(b) Plan (CA) 80 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.