401(k) · DOL Form 5500 · 2022

Alu Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
39th
Percentile by assets National rank
$196,271
Avg per participant Above avg balance/head
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Official DOL plan name: Alu Inc. 401(k) Plan · Sponsored by Alu Inc. · New Jersey · Wholesale Trade

$3M in assets, 14 participants

Alu Inc.'s Alu Inc. 401(k) Plan reported $3M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,786 in Wholesale Trade (6,843 peers)

Alu Inc. multi-year trail

Alu Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Alu Inc. 401(k) Plan at $3M / 14 participants.

#1,786
in Wholesale Trade (6,843 peers)
-12.3%
assets change YoY

The plan reported a net loss of $385K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alu Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,747,790 39th percentile higher than 39% of 139,123 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 2022

Alu Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alu Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 223018235 · Alu Inc. PY 2022 · 401(k)

Alu Inc. 401(k) Plan · $3M · 14 · 39th

  • PCT $3M
  • PCT 14
  • PCT 39th
  • PCT 401(k)
  • PCT near Credit Central, LLC 401(k) Plan
  • PCT ind #1786

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Alu Inc. 401(k) Plan in the asset neighbourhood

Alu Inc. 401(k) Plan$3MCredit Central, LLC 401(k) PlanCredit Central, LLC 401(k) P…$3MStefani & Stefani, P.C. Retirement PlanStefani & Stefani, P.C. Reti…$3MPower & Rubber Supply, Inc. Retirement PlanPower & Rubber Supply, Inc. …$3MVelox Valuations LLC 401(k) PlanVelox Valuations LLC 401(k) …$3M
End-of-year total assets ($M) among Alu Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alu Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alu Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.538687454281444% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.75M $3.86M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 16 $3M
2024 1 16 $4M

Alu Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$385K
Employer EIN223018235
Plan Effective Date2004-03-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Alu Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Alu Inc. 401(k) Plan, Total assets ($B): 0.00274779 · Participants: 14Alu Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Alu Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Outside New Jersey, the nearest 401(k) by assets is Credit Central, LLC 401(k) Plan in SC ($3M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alu Inc. 401(k) Plan assets move in 2022?
Alu Inc. 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $3M to $3M. Reported net income was -$385K.
How have Alu Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alu Inc.'s sponsor-wide assets grew 40.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Alu Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Credit Central, LLC 401(k) Plan in SC ($3M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Alu Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).