401(k) · DOL Form 5500 · 2023
Kaiser Aluminum Warrick, LLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 319
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $87,525
- Avg per participant Below avg balance/head
Official DOL plan name: Kaiser Aluminum Warrick, LLC Savings and Investment Plan · Sponsored by Kaiser Aluminum Warrick, LLC · Tennessee · Manufacturing
$28M in assets, 319 participants
Kaiser Aluminum Warrick, LLC's Kaiser Aluminum Warrick, LLC Savings and Investment Plan reported $28M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #13,054 in Manufacturing (18,722 peers)
Coverage in Tennessee
Kaiser Aluminum Warrick, LLC Savings and Investment Plan covers 319 participants in Tennessee, about 28% of the average Tennessee filer (state average ~1,126 per filing). Assets: $28M.
- #13,054
- in Manufacturing (18,722 peers)
- +50.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kaiser Aluminum Warrick, LLC Savings and Investment Plan's outsized position by total assets
Kaiser Aluminum Warrick, LLC Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,920,544 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kaiser Aluminum Warrick, LLC Savings and Investment Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Aluminum Warrick, LLC Savings and Investment Plan sits mid-pack in the medium band (319 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Aluminum Warrick, LLC Savings and Investment Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Kaiser Aluminum Warrick, LLC Savings and Investment Plan end-of-year assets rose from $19M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Kaiser Aluminum Warrick, LLC Savings and Investment Plan reported participants fell from 325 in the plan year 2022 filing to 319 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 812560915 · Kaiser Aluminum Warrick, LLC PY 2023 · 401(k)
Kaiser Aluminum Warrick, LLC Savings and Investment Plan · $28M · 319 · 78th
- ASSETS $28M
- PCT 319
- EIN 78th
- RANK 401(k)
- PHOTO near Kanequip, Inc. Profit Sharing Plan and Trust
- IND ind #13054
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 Tennessee →
Kaiser Aluminum Warrick, LLC Savings and Investment Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $9M |
| Employer EIN | 812560915 |
| Plan Effective Date | 2021-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Aluminum Warrick, LLC)
Sponsor-wide plan assets over time
All Kaiser Aluminum Warrick, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 92.08392580912131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,117 | $27M |
| 2023 | 2 | 1,054 | $40M |
| 2024 | 2 | 985 | $52M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Kaiser Aluminum Warrick, LLC Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Kanequip, Inc. Profit Sharing Plan and Trust in KS ($28M); by covered participants it is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Kanequip, Inc. Profit Sharing Plan and Trust (KS) $28M · 289
- Kiniksa Pharmaceuticals 401(k) Plan (MA) $28M · 220
- Rennes Group, Inc. 401(k) Plan and Trust (WI) $28M · 1,033
- Dauby O'connor & Zaleski, LLC Retirement Plan (IN) $28M · 273
Similar participant headcount
Nearest other-state filings by covered participants (319 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.