401(k) · DOL Form 5500 · 2022
Aldi Inc. 401(k) Plan
Data updated 2026-08-06
- $1.4B
- Total assets
- 46,196
- Participants
- 99th
- Percentile by assets
- $29,474
- Avg per participant
Official DOL plan name: Aldi Inc. Retirement Savings Plan · Sponsored by Aldi Inc. · Illinois · Retail Trade
$1.4B in assets, 46,196 participants
Aldi Inc.'s Aldi Inc. Retirement Savings Plan reported $1.4B in total assets and 46,196 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,481 in Retail Trade (9,527 peers)
Coverage in Illinois
Aldi Inc. Retirement Savings Plan covers 46,196 participants in Illinois, 60x the typical Illinois plan (state average ~768 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2022 EOY)
- 46,196
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $29,474
- avg assets per participant
The plan reported a net loss of $198M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Aldi Inc. Retirement Savings Plan reports 46,196 participants - 60x that state average ($1.4B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$198M |
| Employer EIN | 421051659 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aldi Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46,196 | $1.4B |
| 2023 | 1 | 48,209 | $1.7B |
| 2024 | 1 | 48,035 | $2.1B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aldi Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Aldi Inc. Retirement Savings Plan
Aldi Inc. Retirement Savings Plan reports $1.4B in end-of-year assets across 46,196 participants (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.051% of 89,805,449 covered participants) - about $29,474 per participant (22% of the national average assets-per-participant) . Net income for plan year 2022 was -$198M.
This plan identity (EIN 421051659, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.1B (+51.6%) while covered participants moved from 46,196 to 48,035 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 46,196 | $1.4B | This page |
| 2023 | 48,209 | $1.7B | Open filing |
| 2024 · index core | 48,035 | $2.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Aldi Inc. Retirement Savings Plan (401(k), $2.1B, 48,035 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aldi Inc. Retirement Savings Plan by total assets, not by location.
- The Sci 401(k) Retirement Savings Plan (TX) $1.4B · 20,392
- Measurement Solutions Profit Sharing Plan (MN) $1.4B · 3,663
- Deluxe Corporation 401(k) Plan (MN) $1.4B · 5,521
- O'reilly Automotive, Inc. Profit Sharing and Savings Plan (MO) $1.4B · 47,881
Frequently Asked Questions
How did Aldi Inc. Retirement Savings Plan assets move in 2022? ▼
How have Aldi Inc. plan assets changed over time? ▼
Where does Aldi Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aldi Inc. Retirement Savings Plan? ▼
Next read for Aldi Inc. Retirement Savings Plan
Filing takeaways
Ways to act on Aldi Inc. Retirement Savings Plan's numbers.
- By total assets, Aldi Inc. Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Aldi Inc.'s sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Retail Trade plans