401(k) · DOL Form 5500 · 2022

A.L.M. Holding Company 401(k) Plan

Data updated 2026-08-11

$252M
Total assets
823
Participants
96th
Percentile by assets
$306,112
Avg per participant
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Official DOL plan name: Security Retirement Plan · Sponsored by A.L.M. Holding Company · Wisconsin · Construction

$252M in assets, 823 participants

A.L.M. Holding Company's Security Retirement Plan reported $252M in total assets and 823 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #9,501 in Construction (9,927 peers)

Where Security Retirement Plan sits by assets

Security Retirement Plan sits in the top 5% of all filed plans by assets, $252M for 823 participants (~$306,112/participant), down 17.9% in 2022.

$252M
total plan assets (2022 EOY)
823
covered participants
96th
percentile by assets (of 139,126 plans)
$306,112
avg assets per participant

The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Security Retirement Plan sits by total assets

Security Retirement Plan vs every filed plan by assets

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

$251,930,512 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Security Retirement Plan vs the 2022 asset distribution

By assets, Security Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$307M
Net Assets (End of Year)$252M
Net Income-$60M
Employer EIN200520252
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L.M. Holding Company)

$250M$300M$350M$400M$450M 202220232024 $302M $397M ▲ +31.4%
Total plan assets by year, all A.L.M. Holding Company plans on file
Year Plans Participants Total Assets
2022 3 1,567 $302M
2023 3 1,540 $356M
2024 3 1,564 $397M

Nearby 401(k) Plans in Wisconsin

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

Security Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Security Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Security Retirement …Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Security Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Security Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Security Retirement Plan assets move in 2022?
Security Retirement Plan declined sharply - down 17.9% during 2022, from $307M to $252M. Reported net income was -$60M.
How have A.L.M. Holding Company plan assets changed over time?
Across 3 plan years on file (2022-2024), A.L.M. Holding Company's sponsor-wide assets grew 31.4%, from $302M to $397M.
Where does Security Retirement Plan rank by assets among Form 5500 filers?
Security Retirement Plan ranks in the 96th 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 Security Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Precisely Software Incorporated 401(k) Plan in MA ($252M, 817 participants).

Scale reading

Ways to act on Security Retirement Plan's numbers.