401(k) · DOL Form 5500 · 2023

Alzheimer's Association 401(k) Plan

Data updated 2026-08-25

$239M
Total assets Near avg plan size
1,912
Participants Near avg headcount
95th
Percentile by assets National rank
$125,048
Avg per participant Near avg balance/head
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Official DOL plan name: Alzheimer's Association Retirement and Savings Plan · Sponsored by Alzheimer's Association · Illinois · Other Services

$239M in assets, 1,912 participants

Alzheimer's Association's Alzheimer's Association Retirement and Savings Plan reported $239M in total assets and 1,912 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.

  • #7,764 in Other Services (7,857 peers)

Coverage in Illinois

Alzheimer's Association Retirement and Savings Plan covers 1,912 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $239M.

#7,764
in Other Services (7,857 peers)
+24.7%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Alzheimer's Association Retirement and Savings Plan's outsized position by total assets

Alzheimer's Association Retirement and Savings Plan vs every filed plan by assets

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

$239,092,189 Top 5% higher than 95% 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

Alzheimer's Association Retirement and 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. Alzheimer's Association Retirement and Savings Plan lands in the large band (1,912 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alzheimer's Association Retirement and Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Alzheimer's Association Retirement and Savings Plan end-of-year assets rose from $192M in the plan year 2022 filing to $239M in the plan year 2023 filing.
  • Alzheimer's Association Retirement and Savings Plan reported participants rose from 1,832 in the plan year 2022 filing to 1,912 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133039601 · Alzheimer's Association PY 2023 · 401(k)

Alzheimer's Association Retirement and Savings Plan · $239M · 1,912 · 95th

  • IND $239M
  • EOY 1,912
  • 5500 95th
  • ASSETS 401(k)
  • PCT near Retirement Savings Plan for Hourly Ees of Alcoa USA Corp
  • EIN ind #7764

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 Other Services retirement plans → · Plans in Illinois →

Alzheimer's Association Retirement and Savings Plan in the asset neighbourhood

1life Healthcare, Inc. 401(k) Plan1life Healthcare, Inc. 401(k…$239MDak Americas LLC Savings and Investment PlanDak Americas LLC Savings and…$239MRetirement Savings Plan for Hourly Ees of Alcoa USA CorpRetirement Savings Plan for …$239MAlzheimer's Association Retirement and Savings PlanAlzheimer's Association Reti…$239MGranite Retirement Savings PlanGranite Retirement Savings P…$239M
End-of-year total assets ($M) among Alzheimer's Association Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$239M
Net Income$47M
Employer EIN133039601
Plan Effective Date2001-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Alzheimer's Association)

Sponsor-wide plan assets over time

All Alzheimer's Association plans reported in each filing year

Latest sponsor-wide plan assets
$277M 44.442604165616395% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $192M $277M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 1,832 $192M
2023 1 1,912 $239M
2024 1 1,739 $277M

Nearby 401(k) Plans in Illinois

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

Alzheimer's Association Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Alzheimer's Association Retirement and Savings Plan, Total assets ($B): 0.239092189 · Participants: 1912Alzheimer's Association Retirement and Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Alzheimer's Association Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Alzheimer's Association Retirement and Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Retirement Savings Plan for Hourly Ees of Alcoa USA Corp in PA ($239M); by covered participants it is Macmillan Retirement Savings Plan in NY (1,912 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,912 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 Alzheimer's Association Retirement and Savings Plan assets move in 2023? ▼
Alzheimer's Association Retirement and Savings Plan grew sharply - up 24.7% during 2023, from $192M to $239M. Reported net income was $47M.
How have Alzheimer's Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alzheimer's Association's sponsor-wide assets grew 44.4%, from $192M to $277M.
Where does Alzheimer's Association Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Alzheimer's Association Retirement and Savings Plan ranks in the 95th 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 Alzheimer's Association Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Hourly Ees of Alcoa USA Corp in PA ($239M, 954 participants).
Which 401(k) plans cover a similar participant headcount to Alzheimer's Association Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Macmillan Retirement Savings Plan in NY (1,912 participants, $511M 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 133039601.

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.