401(k) · DOL Form 5500 · 2023

Alluma, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
156
Participants Small participant base
50th
Percentile by assets National rank
$43,168
Avg per participant Low balance/head
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Official DOL plan name: Alluma, Inc. Retirement Plan · Sponsored by Alluma, Inc. · Minnesota · Healthcare & Social Assistance

$7M in assets, 156 participants

Alluma, Inc.'s Alluma, Inc. Retirement Plan reported $7M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,815 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Alluma, Inc. Retirement Plan covers 156 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#9,815
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY

Alluma, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alluma, Inc. Retirement Plan vs every filed plan by assets

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

$6,734,135 Top 50% higher than 50% 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

Alluma, Inc. 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. Alluma, Inc. Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alluma, Inc. Retirement Plan reported net income rose from -$932K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Alluma, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Alluma, Inc. Retirement Plan reported participants rose from 141 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410851371 · Alluma, Inc. PY 2023 · 401(k)

Alluma, Inc. Retirement Plan · $7M · 156 · 50th

  • NET $7M
  • NET 156
  • NET 50th
  • NET 401(k)
  • NET near Winsystems, Inc. 401(k) Profit Sharing Plan
  • NET ind #9815

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Alluma, Inc. Retirement Plan in the asset neighbourhood

Alluma, Inc. Retirement Plan$7MWinsystems, Inc. 401(k) Profit Sharing PlanWinsystems, Inc. 401(k) Prof…$7MCapital Square 401(k) Plan$7MThe Print Machine, Inc. 401(k) Profit Sharing PlanThe Print Machine, Inc. 401(…$7MEmployee Benefit Plan of Northwestern University Settlement AssociationEmployee Benefit Plan of Nor…$7M
End-of-year total assets ($M) among Alluma, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN410851371
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alluma, Inc.)

Sponsor-wide plan assets over time

All Alluma, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 46.425654786986314% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.64M $8.25M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 141 $6M
2023 1 156 $7M
2024 1 160 $8M

Nearby 401(k) Plans in Minnesota

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

Alluma, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Alluma, Inc. Retirement Plan, Total assets ($B): 0.006734135 · Participants: 156Alluma, Inc. Retirement 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
Alluma, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Alluma, Inc. Retirement Plan side-by-side with 3 peers →

Alluma, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Winsystems, Inc. 401(k) Profit Sharing Plan in TX ($7M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Alluma, Inc. Retirement Plan assets move in 2023? ▼
Alluma, Inc. Retirement Plan grew sharply - up 19.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Alluma, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alluma, Inc.'s sponsor-wide assets grew 46.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Alluma, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winsystems, Inc. 401(k) Profit Sharing Plan in TX ($7M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Alluma, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 410851371.

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.