401(k) · DOL Form 5500 · 2023

Alula, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
59th
Percentile by assets National rank
$99,396
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alula 401(k) Plan · Sponsored by Alula, LLC · Minnesota · Manufacturing

$10M in assets, 104 participants

Alula, LLC's Alula 401(k) Plan reported $10M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,564 in Manufacturing (18,722 peers)

Coverage in Minnesota

Alula 401(k) Plan covers 104 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#8,564
in Manufacturing (18,722 peers)
+28.0%
assets growth YoY

Alula 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$10,337,167 Top 41% higher than 59% 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

Alula 401(k) 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. Alula 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alula 401(k) Plan reported net income rose from -$474K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alula 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Alula 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461009973 · Alula, LLC PY 2023 · 401(k)

Alula 401(k) Plan · $10M · 104 · 59th

  • VS-ST $10M
  • BOY 104
  • SCH 59th
  • EBSA 401(k)
  • PART near First Centennial Mortgage 401(k) Retirement Plan
  • TYPE ind #8564

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 Manufacturing retirement plans → · Plans in Minnesota →

Alula 401(k) Plan in the asset neighbourhood

Alula 401(k) Plan$10MFirst Centennial Mortgage 401(k) Retirement PlanFirst Centennial Mortgage 40…$10MAntunovich Associates, Inc. Profit Sharing PlanAntunovich Associates, Inc. …$10MScoggin Dickey Chevrolet 401(k) Profit Sharing PlanScoggin Dickey Chevrolet 401…$10MThe Synergy Global Solutions, Inc. 401(k) PlanThe Synergy Global Solutions…$10M
End-of-year total assets ($M) among Alula 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN461009973
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alula, LLC)

Sponsor-wide plan assets over time

All Alula, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 51.7740243819383% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.08M $12.3M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 101 $8M
2023 1 104 $10M
2024 1 86 $12M

Nearby 401(k) Plans in Minnesota

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

Alula 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Alula 401(k) Plan, Total assets ($B): 0.010337167 · Participants: 104Alula 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Alula 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Alula 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is First Centennial Mortgage 401(k) Retirement Plan in IL ($10M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Alula 401(k) Plan assets move in 2023? ▼
Alula 401(k) Plan grew sharply - up 28.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Alula, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alula, LLC's sponsor-wide assets grew 51.8%, from $8M to $12M.
Which 401(k) plans are similar in size to Alula 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Centennial Mortgage 401(k) Retirement Plan in IL ($10M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Alula 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 461009973.

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.