Profit Sharing · DOL Form 5500 · 2024

Alpine Management Services III LLC Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 167
Participants Small participant base: 72nd
Percentile by assets National rank: $133,222
Avg per participant Near avg balance/head

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Official DOL plan name: Ams III 401(k) Plan · Sponsored by Alpine Management Services III LLC · California · Management of Enterprises

$22M in assets, 167 participants

Alpine Management Services III LLC's Ams III 401(k) Plan reported $22M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#615 in Management of Enterprises (1,133 peers)

Coverage in California

Ams III 401(k) Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $22M.

#615
in Management of Enterprises (1,133 peers): +48.8%
assets growth YoY

Ams III 401(k) Plan's outsized position by total assets

Ams III 401(k) Plan vs every filed plan by assets

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

$22,248,138 Top 28% higher than 72% 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

Ams III 401(k) 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. Ams III 401(k) Plan sits mid-pack in the medium band (167 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ams III 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Ams III 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 167 in the plan year 2024 filing.
Ams III 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270368581 · Alpine Management Services III LLC PY 2024 · Profit Sharing

Ams III 401(k) Plan · $22M · 167 · 72nd

NET $22M
BOOK 167
VS-ST 72nd
BOY Profit Sharing
SCH near Gpac, LLC 401(k) Plan
EBSA ind #615

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 Management of Enterprises retirement plans → · Plans in California →

End-of-year total assets ($M) among Ams III 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$22M
Net Income	$7M
Employer EIN	270368581
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alpine Management Services III LLC)

Latest sponsor-wide plan assets: $22M 48.801698287165834% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	129	$15M
2024	1	167	$22M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ams III 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Ams III 401(k) Plan side-by-side with 3 peers →

Ams III 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gpac, LLC 401(k) Plan in SD ($22M); by covered participants it is Atd 403(b) Employee Savings Plan in VA (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Gpac, LLC 401(k) Plan (SD) $22M · 376
Peterson Company Profit-Sharing Plan (CO) $22M · 30
Corvallis Radiology, PC Employees' Profit Sharing Plan and Trust (OR) $22M · 15
IBEW Local Union No 237 Annuity Fund (NY) $22M · 192

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

Atd 403(b) Employee Savings Plan (VA) 167 · 0 off
Peabody Essex Museum 401(a) Plan (MA) 167 · 0 off
Methodist Church Home for the Aged 403(b) Plan (NY) 167 · 0 off
Hlp B Plan (OH) 167 · 0 off

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 Ams III 401(k) Plan assets move in 2024? ▼

Ams III 401(k) Plan surged - up 48.8% during 2024, from $15M to $22M. Reported net income was $7M.

How have Alpine Management Services III LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Alpine Management Services III LLC's sponsor-wide assets grew 48.8%, from $15M to $22M.

Which Profit Sharing plans are similar in size to Ams III 401(k) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Gpac, LLC 401(k) Plan in SD ($22M, 376 participants).

Which Profit Sharing plans cover a similar participant headcount to Ams III 401(k) Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Atd 403(b) Employee Savings Plan in VA (167 participants, $31M 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 270368581.