401(k) · DOL Form 5500 · 2023
Kaiser Aluminum Investments Company 401(k) Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 2,511
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $66,702
- Avg per participant Below avg balance/head
Official DOL plan name: Kaiser Aluminum Investments Company Hourly Savings and Investment Plan · Sponsored by Kaiser Aluminum Investments Company · Tennessee · Manufacturing
$167M in assets, 2,511 participants
Kaiser Aluminum Investments Company's Kaiser Aluminum Investments Company Hourly Savings and Investment Plan reported $167M in total assets and 2,511 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #17,006 in Manufacturing (18,722 peers)
Coverage in Tennessee
Kaiser Aluminum Investments Company Hourly Savings and Investment Plan covers 2,511 participants in Tennessee, 2.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $167M.
- #17,006
- in Manufacturing (18,722 peers)
- +21.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Kaiser Aluminum Investments Company Hourly Savings and Investment Plan's outsized position by total assets
Kaiser Aluminum Investments Company Hourly Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$167,488,193 Top 6% higher than 94% 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 Investments Company Hourly Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Aluminum Investments Company Hourly Savings and Investment Plan lands in the large band (2,511 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Aluminum Investments Company Hourly Savings and Investment Plan reported net income rose from -$16M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Kaiser Aluminum Investments Company Hourly Savings and Investment Plan end-of-year assets rose from $137M in the plan year 2022 filing to $167M in the plan year 2023 filing.
- Kaiser Aluminum Investments Company Hourly Savings and Investment Plan reported participants rose from 2,467 in the plan year 2022 filing to 2,511 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562553178 · Kaiser Aluminum Investments Company PY 2023 · 401(k)
Kaiser Aluminum Investments Company Hourly Savings and Investment Plan · $167M · 2,511 · 94th
- PART $167M
- PART 2,511
- PART 94th
- PART 401(k)
- PART near Park Dental Partners 401(k) Plan
- PART ind #17006
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 Investments Company Hourly Savings and Investment Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $30M |
| Employer EIN | 562553178 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Aluminum Investments Company)
Sponsor-wide plan assets over time
All Kaiser Aluminum Investments Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $444M 28.352719730982955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,533 | $346M |
| 2023 | 2 | 3,590 | $398M |
| 2024 | 2 | 3,548 | $444M |
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 Investments Company Hourly Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Park Dental Partners 401(k) Plan in MN ($167M); by covered participants it is Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in OH (2,511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Park Dental Partners 401(k) Plan (MN) $167M · 1,289
- Georgia System Operations Corporation Retirement Plan (GA) $168M · 257
- Fci and Calandra Group 401(k) & Profit Sharing Plan (PA) $167M · 4,726
- Verifone, Inc. 401(k) Retirement Savings & Investment Plan (FL) $167M · 681
Similar participant headcount
Nearest other-state filings by covered participants (2,511 participants); asset peers above are excluded.
- Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust (OH) 2,511 · 0 off
- Acuren Inspection, Inc. Retirement Savings Plan (CT) 2,511 · 0 off
- Mizuho Americas 401(k) Plan (NY) 2,512 · 1 off
- College Health Enterprises 401(k) Savings Plan (CA) 2,512 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.