401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 89
Participants Small participant base: 48th
Percentile by assets National rank: $66,637
Avg per participant Below avg balance/head

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Official DOL plan name: Assured Retirement Plan · Sponsored by A.L.M. Holding Company · Wisconsin · Construction

$6M in assets, 89 participants

A.L.M. Holding Company's Assured Retirement Plan reported $6M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#4,140 in Construction (9,030 peers)

A.L.M. Holding Company multi-year trail

A.L.M. Holding Company's plans moved +31.4% in assets from 2022 to 2024; this filing shows Assured Retirement Plan at $6M / 89 participants.

#4,140
in Construction (9,030 peers): +42.4%
assets growth YoY

Assured Retirement Plan's mid-pack asset rank among Construction and all filers

Assured Retirement Plan vs every filed plan by assets

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

$5,930,735 48th percentile higher than 48% 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

Assured Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assured Retirement Plan is a small filing (89 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Assured Retirement Plan reported net income rose from $134K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Assured Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Assured Retirement Plan reported participants rose from 87 in the plan year 2022 filing to 89 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)

Assured Retirement Plan · $6M · 89 · 48th

ASSETS $6M
ASSETS 89
ASSETS 48th
ASSETS 401(k)
ASSETS near Precision Marketing Services 401(k)
ASSETS ind #4140

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 →

End-of-year total assets ($M) among Assured Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

A.L.M. Holding Company multi-year asset trail

Latest sponsor-wide plan assets: $397M 31.39812386967% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	1,567	$302M
2023	3	1,540	$356M
2024	3	1,564	$397M

A.L.M. Holding Company filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	200520252
Plan Effective Date	2016-08-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Assured Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Assured Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Precision Marketing Services 401(k) in FL ($6M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Precision Marketing Services 401(k) (FL) $6M · 20
Rochester Equity Partners 401(k) Profit Sharing Plan (NY) $6M · 59
Bulldog Group 401(k) Plan (NC) $6M · 174
Unipart Services America Inc. 401(k) Plan for Non-Union Employees (NJ) $6M · 187

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

Cross Country 401(k) Plan (TX) 89 · 0 off
Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions (KS) 89 · 0 off
Green River Spirits Company 401(k) Plan (SC) 89 · 0 off
The Innovative Plastics Retirement Savings Plan (NY) 89 · 0 off

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 Assured Retirement Plan assets move in 2023? ▼

Assured Retirement Plan surged - up 42.4% during 2023, from $4M to $6M. Reported net income was $2M.

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.

Which 401(k) plans are similar in size to Assured Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Precision Marketing Services 401(k) in FL ($6M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Assured Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A 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 200520252.