401(k) · DOL Form 5500 · 2023

Aldridge Group, LLC 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
471
Participants Below avg headcount
91st
Percentile by assets National rank
$208,248
Avg per participant Above avg balance/head
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Official DOL plan name: Aldridge Group, LLC 401(k) Retirement Plan · Sponsored by Aldridge Group, LLC · Illinois · Construction

$98M in assets, 471 participants

Aldridge Group, LLC's Aldridge Group, LLC 401(k) Retirement Plan reported $98M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,077 in Construction (9,030 peers)

Where Aldridge Group, LLC 401(k) Retirement Plan sits by assets

Aldridge Group, LLC 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $98M for 471 participants (~$208,248/participant), up 22.1% in 2023.

#8,077
in Construction (9,030 peers)
+22.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Aldridge Group, LLC 401(k) Retirement Plan's outsized position by total assets

Aldridge Group, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$98,084,775 Top 9% higher than 91% 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

Aldridge Group, LLC 401(k) 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. Aldridge Group, LLC 401(k) Retirement Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aldridge Group, LLC 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Aldridge Group, LLC 401(k) Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Aldridge Group, LLC 401(k) Retirement Plan reported participants rose from 459 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464566651 · Aldridge Group, LLC PY 2023 · 401(k)

Aldridge Group, LLC 401(k) Retirement Plan · $98M · 471 · 91st

  • EIN $98M
  • RANK 471
  • PHOTO 91st
  • IND 401(k)
  • EOY near Edison Electric Institute Cooperative Savings Plan
  • 5500 ind #8077

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 Illinois →

Aldridge Group, LLC 401(k) Retirement Plan in the asset neighbourhood

Fred Beans Automotive Group 401(k) PlanFred Beans Automotive Group …$98MEdison Electric Institute Cooperative Savings PlanEdison Electric Institute Co…$98MLatitude Ai LLC 401(k) Plan$98MAldridge Group, LLC 401(k) Retirement PlanAldridge Group, LLC 401(k) R…$98MM3 Retirement Savings Plan$98M
End-of-year total assets ($M) among Aldridge Group, LLC 401(k) 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)$80M
Net Assets (End of Year)$98M
Net Income$18M
Employer EIN464566651
Plan Effective Date1969-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Aldridge Group, LLC)

Sponsor-wide plan assets over time

All Aldridge Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$117M 45.41252824466367% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $80.4M $117M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 459 $80M
2023 1 471 $98M
2024 1 512 $117M

Nearby 401(k) Plans in Illinois

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

Aldridge Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Aldridge Group, LLC 401(k) Retirement Plan, Total assets ($B): 0.098084775 · Participants: 471Aldridge Group, LLC 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Aldridge Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aldridge Group, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Aldridge Group, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Edison Electric Institute Cooperative Savings Plan in DC ($98M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Aldridge Group, LLC 401(k) Retirement Plan assets move in 2023? ▼
Aldridge Group, LLC 401(k) Retirement Plan grew sharply - up 22.1% during 2023, from $80M to $98M. Reported net income was $18M.
How have Aldridge Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aldridge Group, LLC's sponsor-wide assets grew 45.4%, from $80M to $117M.
Where does Aldridge Group, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Aldridge Group, LLC 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aldridge Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edison Electric Institute Cooperative Savings Plan in DC ($98M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Aldridge Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 464566651.

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.