401(k) · DOL Form 5500 · 2023

Alfa Laval Inc. 401(k) Plan

Data updated 2026-08-25

$299M
Total assets Above avg plan size
1,610
Participants Near avg headcount
96th
Percentile by assets National rank
$185,824
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alfa Laval Retirement Savings Plan · Sponsored by Alfa Laval Inc. · Virginia · Manufacturing

$299M in assets, 1,610 participants

Alfa Laval Inc.'s Alfa Laval Retirement Savings Plan reported $299M in total assets and 1,610 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,569 in Manufacturing (18,722 peers)

Coverage in Virginia

Alfa Laval Retirement Savings Plan covers 1,610 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $299M.

#17,569
in Manufacturing (18,722 peers)
+17.7%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Alfa Laval Retirement Savings Plan's outsized position by total assets

Alfa Laval Retirement Savings Plan vs every filed plan by assets

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

$299,176,277 Top 4% higher than 96% 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

Alfa Laval Retirement Savings 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. Alfa Laval Retirement Savings Plan lands in the large band (1,610 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alfa Laval Retirement Savings Plan reported net income rose from -$49M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Alfa Laval Retirement Savings Plan end-of-year assets rose from $254M in the plan year 2022 filing to $299M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131681631 · Alfa Laval Inc. PY 2023 · 401(k)

Alfa Laval Retirement Savings Plan · $299M · 1,610 · 96th

  • BOOK $299M
  • VS-ST 1,610
  • BOY 96th
  • SCH 401(k)
  • EBSA near Security Benefit Associates Profit Sharing and Savings Plan
  • PART ind #17569

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 Virginia →

Alfa Laval Retirement Savings Plan in the asset neighbourhood

Alfa Laval Retirement Savings PlanAlfa Laval Retirement Saving…$299MSecurity Benefit Associates Profit Sharing and Savings PlanSecurity Benefit Associates …$299MElliott Section 401(k) Plan$299MJohnson Brothers 401(k) Plan$299MBpx Energy Employee Savings PlanBpx Energy Employee Savings …$299M
End-of-year total assets ($M) among Alfa Laval Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$299M
Net Income$25M
Employer EIN131681631
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfa Laval Inc.)

Sponsor-wide plan assets over time

All Alfa Laval Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$319M 25.63161944719296% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $254M $319M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 1,611 $254M
2023 1 1,610 $299M
2024 1 1,800 $319M

Nearby 401(k) Plans in Virginia

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

Alfa Laval Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Alfa Laval Retirement Savings Plan, Total assets ($B): 0.299176277 · Participants: 1610Alfa Laval Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Alfa Laval Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Alfa Laval Retirement Savings Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Security Benefit Associates Profit Sharing and Savings Plan in KS ($299M); by covered participants it is Islands Restaurants 401(k) Plan in CA (1,610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($299M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,610 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 Alfa Laval Retirement Savings Plan assets move in 2023? ▼
Alfa Laval Retirement Savings Plan grew sharply - up 17.7% during 2023, from $254M to $299M. Reported net income was $25M.
How have Alfa Laval Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfa Laval Inc.'s sponsor-wide assets grew 25.6%, from $254M to $319M.
Where does Alfa Laval Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Alfa Laval Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Alfa Laval Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Benefit Associates Profit Sharing and Savings Plan in KS ($299M, 1,451 participants).
Which 401(k) plans cover a similar participant headcount to Alfa Laval Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Islands Restaurants 401(k) Plan in CA (1,610 participants, $13M 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 131681631.

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.