401(k) · DOL Form 5500 · 2022
Aldi Inc. 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 46,196
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $29,474
- Avg per participant Low balance/head
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.
- #9,473 in Retail Trade (9,519 peers)
Coverage in Illinois
Aldi Inc. Retirement Savings Plan covers 46,196 participants in Illinois, 59x the typical Illinois plan (state average ~779 per filing). Assets: $1.4B.
- #9,473
- in Retail Trade (9,519 peers)
- -12.7%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
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.
Aldi Inc. Retirement Savings Plan's outsized position by total assets
Aldi Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,361,600,027 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aldi Inc. Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aldi Inc. Retirement Savings Plan is a mega filing (46,196 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 421051659 · Aldi Inc. PY 2022 · 401(k)
Aldi Inc. Retirement Savings Plan · $1.4B · 46,196 · 99th
- EIN $1.4B
- EIN 46,196
- EIN 99th
- EIN 401(k)
- EIN near The Sci 401(k) Retirement Savings Plan
- EIN ind #9473
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 Retail Trade retirement plans → · Plans in Illinois →
Aldi Inc. Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Aldi Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 51.56560613082303% vs 2022
- 2024 filing year
| 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.
- 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 (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.049% of 93,925,755 covered participants) - about $29,474 per participant (21% 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)
Aldi Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Sci 401(k) Retirement Savings Plan in TX ($1.4B); by covered participants it is Laboratory Corporation of America Holdings 401(k) Savings Plan in NC (46,162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (46,196 participants); asset peers above are excluded.
- Laboratory Corporation of America Holdings 401(k) Savings Plan (NC) 46,162 · 34 off
- Oracle Corporation 401(k) Savings and Investment Plan (CA) 46,320 · 124 off
- Alorica 401(k) Retirement Plan (CA) 46,350 · 154 off
- Disney Savings and Investment Plan (CA) 45,639 · 557 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.