401(k) · DOL Form 5500 · 2023

Alderman Holding Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
88
Participants Small participant base
61st
Percentile by assets National rank
$129,687
Avg per participant Near avg balance/head
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Official DOL plan name: Alderman's Retirement Plan · Sponsored by Alderman Holding Corporation · Vermont · Retail Trade

$11M in assets, 88 participants

Alderman Holding Corporation's Alderman's Retirement Plan reported $11M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,095 in Retail Trade (8,414 peers)

Alderman Holding Corporation multi-year trail

Alderman Holding Corporation's plans moved +30.8% in assets from 2022 to 2024; this filing shows Alderman's Retirement Plan at $11M / 88 participants.

#6,095
in Retail Trade (8,414 peers)
+19.3%
assets growth YoY

Alderman's Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Alderman's Retirement Plan vs every filed plan by assets

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

$11,412,467 Top 39% higher than 61% 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

Alderman's Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alderman's Retirement Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alderman's Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alderman's Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Alderman's Retirement Plan reported participants fell from 91 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263940799 · Alderman Holding Corporation PY 2023 · 401(k)

Alderman's Retirement Plan · $11M · 88 · 61st

  • BOY $11M
  • BOY 88
  • BOY 61st
  • BOY 401(k)
  • BOY near The Savings Group 401(k) Plan
  • BOY ind #6095

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 Vermont →

Alderman's Retirement Plan in the asset neighbourhood

Alderman's Retirement Plan$11MThe Savings Group 401(k) Plan$11MSterman Masser, Inc. 401(k) PlanSterman Masser, Inc. 401(k) …$11MSparksoft Corporation 401(k) PlanSparksoft Corporation 401(k)…$11MMica Corporation Profit Sharing Retirement Plan and TrustMica Corporation Profit Shar…$11M
End-of-year total assets ($M) among Alderman's Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alderman Holding Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Alderman Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 30.84863178032689% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.56M $12.5M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 91 $10M
2023 1 88 $11M
2024 1 86 $13M

Alderman Holding Corporation filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN263940799
Plan Effective Date1979-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Alderman's Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Alderman's Retirement Plan, Total assets ($B): 0.011412467 · Participants: 88Alderman's Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Alderman's Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Alderman's Retirement Plan side-by-side with 3 peers →

Alderman's Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is The Savings Group 401(k) Plan in TX ($11M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Alderman's Retirement Plan assets move in 2023? ▼
Alderman's Retirement Plan grew sharply - up 19.3% during 2023, from $10M to $11M. Reported net income was $2M.
How have Alderman Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alderman Holding Corporation's sponsor-wide assets grew 30.8%, from $10M to $13M.
Which 401(k) plans are similar in size to Alderman's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Savings Group 401(k) Plan in TX ($11M, 972 participants).
Which 401(k) plans cover a similar participant headcount to Alderman's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 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 263940799.

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.