401(k) · DOL Form 5500 · 2022
Alto-Shaam, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 449
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $80,101
- Avg per participant Below avg balance/head
Official DOL plan name: The Employees of Alto-Shaam Retirement Plan · Sponsored by Alto-Shaam, Inc. · Wisconsin · Manufacturing
$36M in assets, 449 participants
Alto-Shaam, Inc.'s The Employees of Alto-Shaam Retirement Plan reported $36M in total assets and 449 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #16,129 in Manufacturing (20,602 peers)
Where The Employees of Alto-Shaam Retirement Plan sits by assets
The Employees of Alto-Shaam Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 449 participants (~$80,101/participant), down 16.3% in 2022.
- #16,129
- in Manufacturing (20,602 peers)
- -16.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Employees of Alto-Shaam Retirement Plan's outsized position by total assets
The Employees of Alto-Shaam Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,965,480 Top 15% higher than 85% 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
The Employees of Alto-Shaam Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Employees of Alto-Shaam Retirement Plan sits mid-pack in the medium band (449 participants).
Plan-year Form 5500 strip
Filing strip 391020882 · Alto-Shaam, Inc. PY 2022 · 401(k)
The Employees of Alto-Shaam Retirement Plan · $36M · 449 · 85th
- PCT $36M
- EIN 449
- RANK 85th
- PHOTO 401(k)
- IND near Isaacson Retirement Plan
- EOY ind #16129
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 Manufacturing retirement plans → · Plans in Wisconsin →
The Employees of Alto-Shaam Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$7M |
| Employer EIN | 391020882 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alto-Shaam, Inc.)
Sponsor-wide plan assets over time
All Alto-Shaam, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 33.832897545090454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 449 | $36M |
| 2023 | 1 | 480 | $42M |
| 2024 | 1 | 505 | $48M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
The Employees of Alto-Shaam Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Isaacson Retirement Plan in MA ($36M); by covered participants it is Datalogic 401(k) Plan in OR (449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Isaacson Retirement Plan (MA) $36M · 231
- Monterey Mushrooms 401(k) Plan (CA) $36M · 1,575
- Rha 401(k) Profit Sharing Plan (FL) $36M · 116
- Morrie's 401(k) Plan (MN) $36M · 1,034
Similar participant headcount
Nearest other-state filings by covered participants (449 participants); asset peers above are excluded.
- Datalogic 401(k) Plan (OR) 449 · 0 off
- Dialpad 401(k) Plan (CA) 449 · 0 off
- Rollings Funeral Service 401(k) Plan (GA) 449 · 0 off
- Rinnai America Corporation 401(k) Plan (GA) 449 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.