401(k) · DOL Form 5500 · 2022

Alzheimer's Association 401(k) Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
1,832
Participants Near avg headcount
95th
Percentile by assets National rank
$104,649
Avg per participant Below avg balance/head
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Official DOL plan name: Alzheimer's Association Retirement and Savings Plan · Sponsored by Alzheimer's Association · Illinois · Other Services

$192M in assets, 1,832 participants

Alzheimer's Association's Alzheimer's Association Retirement and Savings Plan reported $192M in total assets and 1,832 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,291 in Other Services (8,398 peers)

Coverage in Illinois

Alzheimer's Association Retirement and Savings Plan covers 1,832 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $192M.

#8,291
in Other Services (8,398 peers)
-10.9%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alzheimer's Association Retirement and Savings Plan's outsized position by total assets

Alzheimer's Association Retirement and Savings Plan vs every filed plan by assets

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

$191,716,117 Top 5% higher than 95% 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

Alzheimer's Association Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alzheimer's Association Retirement and Savings Plan lands in the large band (1,832 participants).

Form 5500 schedule snapshot

Filing strip 133039601 · Alzheimer's Association PY 2022 · 401(k)

Alzheimer's Association Retirement and Savings Plan · $192M · 1,832 · 95th

  • PART $192M
  • PART 1,832
  • PART 95th
  • PART 401(k)
  • PART near Crestron Electronics Inc. Retirement Plan
  • PART ind #8291

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 Other Services retirement plans → · Plans in Illinois →

Alzheimer's Association Retirement and Savings Plan in the asset neighbourhood

Consumers Reports 401(k) Plan for Management and Exempt EmployeesConsumers Reports 401(k) Pla…$192MHeadway Technologies, Inc. 401(k) Savings and Retirement PlanHeadway Technologies, Inc. 4…$192MAlzheimer's Association Retirement and Savings PlanAlzheimer's Association Reti…$192MCrestron Electronics Inc. Retirement PlanCrestron Electronics Inc. Re…$192MGolden State Water Company Investment Incentive ProgramGolden State Water Company I…$192M
End-of-year total assets ($M) among Alzheimer's Association Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$192M
Net Income-$23M
Employer EIN133039601
Plan Effective Date2001-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Alzheimer's Association)

Sponsor-wide plan assets over time

All Alzheimer's Association plans reported in each filing year

Latest sponsor-wide plan assets
$277M 44.442604165616395% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $192M $277M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 1,832 $192M
2023 1 1,912 $239M
2024 1 1,739 $277M

Nearby 401(k) Plans in Illinois

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

Alzheimer's Association Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Alzheimer's Association Retirement and Savings Plan, Total assets ($B): 0.191716117 · Participants: 1832Alzheimer's Association Retirement and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Alzheimer's Association Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Alzheimer's Association Retirement and Savings Plan side-by-side with 3 peers →

Alzheimer's Association Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Crestron Electronics Inc. Retirement Plan in NJ ($192M); by covered participants it is Wellmark, Inc. Savings and Investment Plan in IA (1,832 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,832 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 Alzheimer's Association Retirement and Savings Plan assets move in 2022? ▼
Alzheimer's Association Retirement and Savings Plan pulled back noticeably - down 10.9% during 2022, from $215M to $192M. Reported net income was -$23M.
How have Alzheimer's Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alzheimer's Association's sponsor-wide assets grew 44.4%, from $192M to $277M.
Where does Alzheimer's Association Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Alzheimer's Association Retirement and Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Alzheimer's Association Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crestron Electronics Inc. Retirement Plan in NJ ($192M, 1,596 participants).
Which 401(k) plans cover a similar participant headcount to Alzheimer's Association Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wellmark, Inc. Savings and Investment Plan in IA (1,832 participants, $333M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133039601.

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.