401(k) · DOL Form 5500 · 2023

A.L.M. Holding Company 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
612
Participants Below avg headcount
86th
Percentile by assets National rank
$90,048
Avg per participant Below avg balance/head
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Official DOL plan name: Consolidated Retirement Plan · Sponsored by A.L.M. Holding Company · Wisconsin · Construction

$55M in assets, 612 participants

A.L.M. Holding Company's Consolidated Retirement Plan reported $55M in total assets and 612 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.

  • #7,614 in Construction (9,030 peers)

Where Consolidated Retirement Plan sits by assets

Consolidated Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 612 participants (~$90,048/participant), up 20.7% in 2023.

#7,614
in Construction (9,030 peers)
+20.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Consolidated Retirement Plan's outsized position by total assets

Consolidated Retirement Plan vs every filed plan by assets

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

$55,109,516 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

Consolidated Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated Retirement Plan sits mid-pack in the medium band (612 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Consolidated Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Consolidated Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Consolidated Retirement Plan reported participants fell from 657 in the plan year 2022 filing to 612 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200520252 · A.L.M. Holding Company PY 2023 · 401(k)

Consolidated Retirement Plan · $55M · 612 · 86th

  • IND $55M
  • EOY 612
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Res 401(k) Plan
  • EIN ind #7614

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 Construction retirement plans → · Plans in Wisconsin →

Consolidated Retirement Plan in the asset neighbourhood

Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) PlanCentral Iowa Sheet Metal Wor…$55MMegger Savings Plan$55MRodan & Fields, LLC 401(k) PlanRodan & Fields, LLC 401(k) P…$55MRes 401(k) Plan$55MConsolidated Retirement Plan$55M
End-of-year total assets ($M) among Consolidated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$55M
Net Income$10M
Employer EIN200520252
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L.M. Holding Company)

Sponsor-wide plan assets over time

All A.L.M. Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$397M 31.39812386967% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $302M $397M ▲ +31.4%
Year Plans Participants Total Assets
2022 3 1,567 $302M
2023 3 1,540 $356M
2024 3 1,564 $397M

Nearby 401(k) Plans in Wisconsin

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

Consolidated Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Consolidated Retirement Plan, Total assets ($B): 0.055109516 · Participants: 612Consolidated Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Consolidated Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Res 401(k) Plan in TX ($55M); by covered participants it is Ecco USA, Inc. 401(k) Plan in NH (612 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (612 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 Consolidated Retirement Plan assets move in 2023?
Consolidated Retirement Plan grew sharply - up 20.7% during 2023, from $46M to $55M. Reported net income was $10M.
How have A.L.M. Holding Company plan assets changed over time?
Across 3 plan years on file (2022-2024), A.L.M. Holding Company's sponsor-wide assets grew 31.4%, from $302M to $397M.
Where does Consolidated Retirement Plan rank by assets among Form 5500 filers?
Consolidated Retirement 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 Consolidated Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Res 401(k) Plan in TX ($55M, 1,046 participants).
Which 401(k) plans cover a similar participant headcount to Consolidated Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Ecco USA, Inc. 401(k) Plan in NH (612 participants, $29M in assets).