401(k) · DOL Form 5500 · 2024

Alternatives, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
120
Participants Small participant base
43rd
Percentile by assets National rank
$44,260
Avg per participant Low balance/head
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Official DOL plan name: Alternatives, Inc. 401(k) Plan · Sponsored by Alternatives, Inc. · Montana · Professional & Technical Services

$5M in assets, 120 participants

Alternatives, Inc.'s Alternatives, Inc. 401(k) Plan reported $5M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,192 in Professional & Technical Services (20,173 peers)

Coverage in Montana

Alternatives, Inc. 401(k) Plan covers 120 participants in Montana, about 44% of the average Montana filer (state average ~271 per filing). Assets: $5M.

#8,192
in Professional & Technical Services (20,173 peers)
+9.8%
assets growth YoY

Alternatives, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alternatives, Inc. 401(k) Plan vs every filed plan by assets

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

$5,311,238 43rd percentile higher than 43% 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

Alternatives, Inc. 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. Alternatives, Inc. 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alternatives, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Alternatives, Inc. 401(k) Plan reported participants rose from 112 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810382745 · Alternatives, Inc. PY 2024 · 401(k)

Alternatives, Inc. 401(k) Plan · $5M · 120 · 43rd

  • PCT $5M
  • EIN 120
  • RANK 43rd
  • PHOTO 401(k)
  • IND near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.
  • EOY ind #8192

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 Montana →

Alternatives, Inc. 401(k) Plan in the asset neighbourhood

Alternatives, Inc. 401(k) PlanAlternatives, Inc. 401(k) Pl…$5MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.Safe-Harbor 401(k) Profit Sh…$5MThe Epiphany School 401(k) PlanThe Epiphany School 401(k) P…$5M1915 South Co. 401(k) Plan$5MBside Capital Retirement Savings PlanBside Capital Retirement Sav…$5M
End-of-year total assets ($M) among Alternatives, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$475K
Employer EIN810382745
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alternatives, Inc.)

Sponsor-wide plan assets over time

All Alternatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.718391418355623% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.36M $5.31M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 113 $4M
2023 1 112 $5M
2024 1 120 $5M

Nearby 401(k) Plans in Montana

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

Alternatives, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Alternatives, Inc. 401(k) Plan, Total assets ($M): 5.311238 · Participants: 120Alternatives, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Alternatives, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Alternatives, Inc. 401(k) Plan side-by-side with 3 peers →

Alternatives, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. in CT ($5M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Alternatives, Inc. 401(k) Plan assets move in 2024? ▼
Alternatives, Inc. 401(k) Plan grew at a solid clip - up 9.8% during 2024, from $5M to $5M. Reported net income was $475K.
How have Alternatives, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alternatives, Inc.'s sponsor-wide assets grew 21.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Alternatives, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. in CT ($5M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Alternatives, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 810382745.

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.