401(k) · DOL Form 5500 · 2023

Aldridge Group, LLC 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
471
Participants
91st
Percentile by assets
$208,248
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$98M
total plan assets (2023 EOY)
471
covered participants
91st
percentile by assets (of 127,072 plans)
$208,248
avg assets per participant

Where Aldridge Group, LLC 401(k) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Illinois
Industry
Construction

Aldridge Group, LLC 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Aldridge Group, LLC 401(k) Retirement Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$60M$80M$100M$120M$140M 202220232024 $80.4M $117M ▲ +45.4%
Total plan assets by year, all Aldridge Group, LLC plans on file
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 ($B) Participants Aldridge Group, LLC …, Total assets ($B): 0.098084775 · Participants: 471Aldridge Group, LLC …Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Aldridge Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aldridge Group, LLC 401(k) Retirement Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aldridge Group, LLC 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Aldridge Group, LLC 401(k) Retirement Pl…

Scale reading

Ways to act on Aldridge Group, LLC 401(k) Retirement Plan's numbers.

  • By total assets, Aldridge Group, LLC 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Aldridge Group, LLC's sponsor-wide assets have grown 45.4% since 2022 across 3 plan years on file. More Construction plans

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.