401(k) · DOL Form 5500 · 2023
A.L.M. Holding Company 401(k) Plan
Data updated 2026-08-11
- $295M
- Total assets
- 839
- Participants
- 96th
- Percentile by assets
- $351,486
- Avg per participant
Official DOL plan name: Security Retirement Plan · Sponsored by A.L.M. Holding Company · Wisconsin · Construction
$295M in assets, 839 participants
A.L.M. Holding Company's Security Retirement Plan reported $295M in total assets and 839 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.
- 96th percentile by assets (of 127,072 plans)
- #8,611 in Construction (9,030 peers)
Where Security Retirement Plan sits by assets
Security Retirement Plan sits in the top 5% of all filed plans by assets, $295M for 839 participants (~$351,486/participant), up 17.1% in 2023.
- $295M
- total plan assets (2023 EOY)
- 839
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $351,486
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Security Retirement Plan reported net income rose from -$60M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Security Retirement Plan end-of-year assets rose from $252M in the plan year 2022 filing to $295M in the plan year 2023 filing.
- Security Retirement Plan reported participants rose from 823 in the plan year 2022 filing to 839 in the plan year 2023 filing.
Security Retirement Plan vs the 2023 asset distribution
By assets, Security Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $295M |
| Net Income | $43M |
| Employer EIN | 200520252 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.L.M. Holding Company)
| 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.
Security 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Security Retirement Plan by total assets, not by location.
- Amc Networks 401(k) Savings Plan (NY) $295M · 1,139
- Alex Lee, Inc. and Affiliates Retirement Savings Plan (NC) $295M · 10,418
- Goodwin Procter LLP Partnership Profit Sharing Savings Plan II (MA) $295M · 1,041
- Noble Services Company LLC 401(k) and Profit Sharing Plan (TX) $295M · 1,328
Frequently Asked Questions
How did Security Retirement Plan assets move in 2023? ▼
How have A.L.M. Holding Company plan assets changed over time? ▼
Where does Security Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Security Retirement Plan? ▼
Next read for Security Retirement Plan
Scale reading
Ways to act on Security Retirement Plan's numbers.
- By total assets, Security Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- A.L.M. Holding Company's sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Construction plans