401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$295M
Total assets Near avg plan size
839
Participants Near avg headcount
96th
Percentile by assets National rank
$351,486
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,611
in Construction (9,030 peers)
+17.1%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Security Retirement Plan's outsized position by total assets

Security Retirement Plan vs every filed plan by assets

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

$294,897,032 Top 4% higher than 96% 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

Security 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. Security Retirement Plan sits mid-pack in the medium band (839 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Security Retirement Plan · $295M · 839 · 96th

  • ASSETS $295M
  • PCT 839
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Amc Networks 401(k) Savings Plan
  • IND ind #8611

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 →

Security Retirement Plan in the asset neighbourhood

Noble Services Company LLC 401(k) and Profit Sharing PlanNoble Services Company LLC 4…$295MSecurity Retirement Plan$295MAmc Networks 401(k) Savings PlanAmc Networks 401(k) Savings …$295MAlex Lee, Inc. and Affiliates Retirement Savings PlanAlex Lee, Inc. and Affiliate…$295MGoodwin Procter LLP Partnership Profit Sharing Savings Plan IIGoodwin Procter LLP Partners…$295M
End-of-year total assets ($M) among Security 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)$252M
Net Assets (End of Year)$295M
Net Income$43M
Employer EIN200520252
Plan Effective Date1992-01-01
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.

Security Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Security Retirement Plan, Total assets ($B): 0.294897032 · Participants: 839Security 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
Security Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Amc Networks 401(k) Savings Plan in NY ($295M); by covered participants it is Louisiana Machinery Company, L. L. C. 401(k) Plan in LA (839 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (839 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 Security Retirement Plan assets move in 2023? ▼
Security Retirement Plan grew sharply - up 17.1% during 2023, from $252M to $295M. Reported net income was $43M.
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 Security Retirement Plan rank by assets among Form 5500 filers? ▼
Security Retirement Plan ranks in the 96th 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 Security Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amc Networks 401(k) Savings Plan in NY ($295M, 1,139 participants).
Which 401(k) plans cover a similar participant headcount to Security Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Louisiana Machinery Company, L. L. C. 401(k) Plan in LA (839 participants, $67M in assets).