401(k) · DOL Form 5500 · 2023

Alku, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1,979
Participants Near avg headcount
86th
Percentile by assets National rank
$26,182
Avg per participant Low balance/head
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Official DOL plan name: Alku 401(k) Plan · Sponsored by Alku, LLC · Massachusetts · Administrative & Support Services

$52M in assets, 1,979 participants

Alku, LLC's Alku 401(k) Plan reported $52M in total assets and 1,979 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,067 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

Alku 401(k) Plan covers 1,979 participants in Massachusetts, 3.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $52M.

#4,067
in Administrative & Support Services (4,372 peers)
+38.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Alku 401(k) Plan's outsized position by total assets

Alku 401(k) Plan vs every filed plan by assets

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

$51,815,136 Top 14% higher than 86% 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

Alku 401(k) 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. Alku 401(k) Plan lands in the large band (1,979 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alku 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Alku 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Alku 401(k) Plan reported participants rose from 1,451 in the plan year 2022 filing to 1,979 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261250834 · Alku, LLC PY 2023 · 401(k)

Alku 401(k) Plan · $52M · 1,979 · 86th

  • NET $52M
  • NET 1,979
  • NET 86th
  • NET 401(k)
  • NET near Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan
  • NET ind #4067

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Alku 401(k) Plan in the asset neighbourhood

Alku 401(k) Plan$52MKlingenstein, Fields & Co., L.P. Savings and Investment PlanKlingenstein, Fields & Co., …$52MChattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing PlanChattanooga Orthopaedic Grou…$52MNewsbank Retirement Savings PlanNewsbank Retirement Savings …$52MAfco Steel 401(k) Savings PlanAfco Steel 401(k) Savings Pl…$52M
End-of-year total assets ($M) among Alku 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$52M
Net Income$14M
Employer EIN261250834
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alku, LLC)

Sponsor-wide plan assets over time

All Alku, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 74.70162946278592% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.4M $65.3M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 1,451 $37M
2023 1 1,979 $52M
2024 1 1,818 $65M

Nearby 401(k) Plans in Massachusetts

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

Alku 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Alku 401(k) Plan, Total assets ($B): 0.051815136 · Participants: 1979Alku 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Alku 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Alku 401(k) Plan side-by-side with 3 peers →

Alku 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan in TN ($52M); by covered participants it is William Blair 401(k) and Profit Sharing Plan in IL (1,979 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,979 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 Alku 401(k) Plan assets move in 2023? ▼
Alku 401(k) Plan surged - up 38.6% during 2023, from $37M to $52M. Reported net income was $14M.
How have Alku, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alku, LLC's sponsor-wide assets grew 74.7%, from $37M to $65M.
Where does Alku 401(k) Plan rank by assets among Form 5500 filers? ▼
Alku 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alku 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan in TN ($52M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Alku 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is William Blair 401(k) and Profit Sharing Plan in IL (1,979 participants, $1.1B 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 261250834.

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.