401(k) · DOL Form 5500 · 2024

Altezza Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Altezza Holdings 401(k) Trust · Sponsored by Altezza Holdings Incorporated · Connecticut · Professional & Technical Services

$2M in assets, 1 participants

Altezza Holdings Incorporated's Altezza Holdings 401(k) Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,591 in Professional & Technical Services (20,173 peers)

Altezza Holdings Incorporated multi-year trail

Altezza Holdings Incorporated's plans moved +164.5% in assets from 2023 to 2024; this filing shows Altezza Holdings 401(k) Trust at $2M / 1 participant.

#4,591
in Professional & Technical Services (20,173 peers)
+164.5%
assets growth YoY

Altezza Holdings 401(k) Trust among the smaller filed plans by assets

Altezza Holdings 401(k) Trust vs every filed plan by assets

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

$1,618,881 27th percentile higher than 27% 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

Altezza Holdings 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altezza Holdings 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Altezza Holdings 401(k) Trust end-of-year assets rose from $612K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Altezza Holdings 401(k) Trust reported net income rose from $612K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 931881055 · Altezza Holdings Incorporated PY 2024 · 401(k)

Altezza Holdings 401(k) Trust · $2M · 1 · 27th

  • EIN $2M
  • RANK 1
  • PHOTO 27th
  • IND 401(k)
  • EOY near Navy Seal Foundation 401(k) Plan
  • 5500 ind #4591

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 Connecticut →

Altezza Holdings 401(k) Trust in the asset neighbourhood

Altezza Holdings 401(k) Trust$2MNavy Seal Foundation 401(k) PlanNavy Seal Foundation 401(k) …$2MDirected Equity 401(k) Retirement PlanDirected Equity 401(k) Retir…$2MFlextrude Aluminum Shapes 401(k) PlanFlextrude Aluminum Shapes 40…$2MFoot & Ankle Center of Wenatchee, Ps 401(k) Profit Sharing PlanFoot & Ankle Center of Wenat…$2M
End-of-year total assets ($M) among Altezza Holdings 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Altezza Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Altezza Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$2M 164.53125178722868% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.61M $1.62M ▲ +165.6%
Year Plans Participants Total Assets
2023 1 N/A $612K
2024 1 1 $2M

Altezza Holdings Incorporated filing trail (2024)

Total Assets (Beginning of Year)$612K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN931881055
Plan Effective Date2023-09-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Altezza Holdings 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Altezza Holdings 401(k) Trust, Total assets ($B): 0.001618881 · Participants: 1Altezza Holdings 401(k) TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Altezza Holdings 401(k) Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Altezza Holdings 401(k) Trust side-by-side with 3 peers →

Altezza Holdings 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Navy Seal Foundation 401(k) Plan in VA ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Altezza Holdings 401(k) Trust assets move in 2024? ▼
Altezza Holdings 401(k) Trust surged - up 164.5% during 2024, from $612K to $2M. Reported net income was $1M.
How have Altezza Holdings Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Altezza Holdings Incorporated's sponsor-wide assets grew 164.5%, from $612K to $2M.
Which 401(k) plans are similar in size to Altezza Holdings 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Navy Seal Foundation 401(k) Plan in VA ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Altezza Holdings 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 931881055.

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.