401(k) · DOL Form 5500 · 2023

Alma Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$360K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$179,820
Avg per participant Above avg balance/head
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Official DOL plan name: Alma Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Alma Enterprises, Inc. · Ohio · Other Services

$360K in assets, 2 participants

Alma Enterprises, Inc.'s Alma Enterprises, Inc. 401(k) Profit Sharing Plan reported $360K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,592 in Other Services (7,857 peers)

What the 2023 filing shows

Alma Enterprises, Inc. 401(k) Profit Sharing Plan holds $360K for 2 participants - about $179,820 per participant, among the smaller plans by assets on file.

#2,592
in Other Services (7,857 peers)
-7.0%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alma Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Alma Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$359,640 15th percentile higher than 15% of 127,068 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 2023

Alma Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alma Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alma Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from -$22K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
  • Alma Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $387K in the plan year 2022 filing to $360K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463438412 · Alma Enterprises, Inc. PY 2023 · 401(k)

Alma Enterprises, Inc. 401(k) Profit Sharing Plan · $360K · 2 · 15th

  • EBSA $360K
  • PART 2
  • TYPE 15th
  • NET 401(k)
  • BOOK near Caretree Healthcare 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #2592

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 Ohio →

Alma Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Alma Enterprises, Inc. 401(k) Profit Sharing PlanAlma Enterprises, Inc. 401(k…$360KCaretree Healthcare 401(k) Profit Sharing Plan and TrustCaretree Healthcare 401(k) P…$360KFuture Industrial Technologies, Inc. 401(k) Profit Sharing PlanFuture Industrial Technologi…$360KPour Leadership Inc. 401(k) PlanPour Leadership Inc. 401(k) …$360KDmwm, Inc. 401(k) Profit Sharing PlanDmwm, Inc. 401(k) Profit Sha…$360K
End-of-year total assets ($M) among Alma Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$387K
Net Assets (End of Year)$360K
Net Income-$27K
Employer EIN463438412
Plan Effective Date2013-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Alma Enterprises, Inc.)

Sponsor-wide plan assets over time

All Alma Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$352K 9.092882841900666% vs 2022
2024 filing year
$0.34M$0.36M$0.38M$0.4M 202220232024 $0.39M $0.35M ▼ -10.3%
Year Plans Participants Total Assets
2022 1 2 $387K
2023 1 2 $360K
2024 1 2 $352K

Nearby 401(k) Plans in Ohio

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

Alma Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Alma Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00035964 · Participants: 2Alma Enterprises, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Alma Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Alma Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alma Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Caretree Healthcare 401(k) Profit Sharing Plan and Trust in ME ($360K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alma Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alma Enterprises, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.0% during 2023, from $387K to $360K. Reported net income was -$27K.
How have Alma Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alma Enterprises, Inc.'s sponsor-wide assets declined 9.1%, from $387K to $352K.
Where does Alma Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Alma Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alma Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caretree Healthcare 401(k) Profit Sharing Plan and Trust in ME ($360K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Alma Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463438412.

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.