401(k) · DOL Form 5500 · 2023
Kaiser Aluminum Investments Company 401(k) Plan
Data updated 2026-08-25
- $231M
- Total assets Near avg plan size
- 1,079
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $213,849
- Avg per participant Above avg balance/head
Official DOL plan name: Kaiser Aluminum Investments Company Savings and Investment Plan · Sponsored by Kaiser Aluminum Investments Company · Tennessee · Manufacturing
$231M in assets, 1,079 participants
Kaiser Aluminum Investments Company's Kaiser Aluminum Investments Company Savings and Investment Plan reported $231M in total assets and 1,079 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,328 in Manufacturing (18,722 peers)
Where Kaiser Aluminum Investments Company Savings and Investment Plan sits by assets
Kaiser Aluminum Investments Company Savings and Investment Plan sits in the top 5% of all filed plans by assets, $231M for 1,079 participants (~$213,849/participant), up 10.7% in 2023.
- #17,328
- in Manufacturing (18,722 peers)
- +10.7%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Kaiser Aluminum Investments Company Savings and Investment Plan's outsized position by total assets
Kaiser Aluminum Investments Company Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$230,743,256 Top 5% higher than 95% 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 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 Savings and Investment Plan lands in the large band (1,079 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Aluminum Investments Company Savings and Investment Plan reported net income rose from -$62M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Kaiser Aluminum Investments Company Savings and Investment Plan end-of-year assets rose from $208M in the plan year 2022 filing to $231M in the plan year 2023 filing.
- Kaiser Aluminum Investments Company Savings and Investment Plan reported participants rose from 1,066 in the plan year 2022 filing to 1,079 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 Savings and Investment Plan · $231M · 1,079 · 95th
- RANK $231M
- PHOTO 1,079
- IND 95th
- EOY 401(k)
- 5500 near Shintech Incorporated Savings Plan
- ASSETS ind #17328
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 Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $231M |
| Net Income | $22M |
| Employer EIN | 562553178 |
| Plan Effective Date | 1955-04-30 |
| 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 Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Shintech Incorporated Savings Plan in TX ($231M); by covered participants it is Advantest America, Inc. Saving Plan in CA (1,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($231M here).
- Shintech Incorporated Savings Plan (TX) $231M · 917
- Amalgamated Transit Union National 401(k) Pension Plan (IL) $231M · 15,705
- Tropicana Products 401(k) Savings Plan (IL) $231M · 2,005
- Rpc 401(k) Plan (GA) $231M · 3,321
Similar participant headcount
Nearest other-state filings by covered participants (1,079 participants); asset peers above are excluded.
- Advantest America, Inc. Saving Plan (CA) 1,079 · 0 off
- Forest Lawn 401(k) Plan (CA) 1,079 · 0 off
- Polywood 401(k) Profit Sharing Plan (IN) 1,079 · 0 off
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees (MN) 1,079 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.