401(k) · DOL Form 5500 · 2023
Aldi Inc. 401(k) Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 48,209
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $35,856
- Avg per participant Low balance/head
Official DOL plan name: Aldi Inc. Retirement Savings Plan · Sponsored by Aldi Inc. · Illinois · Retail Trade
$1.7B in assets, 48,209 participants
Aldi Inc.'s Aldi Inc. Retirement Savings Plan reported $1.7B in total assets and 48,209 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,371 in Retail Trade (8,414 peers)
Coverage in Illinois
Aldi Inc. Retirement Savings Plan covers 48,209 participants in Illinois, 62x the typical Illinois plan (state average ~779 per filing). Assets: $1.7B.
- #8,371
- in Retail Trade (8,414 peers)
- +27.0%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
Aldi Inc. Retirement Savings Plan's outsized position by total assets
Aldi Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,728,567,076 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Aldi Inc. Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aldi Inc. Retirement Savings Plan is a mega filing (48,209 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aldi Inc. Retirement Savings Plan reported net income rose from -$198M in the plan year 2022 filing to $367M in the plan year 2023 filing.
- Aldi Inc. Retirement Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- Aldi Inc. Retirement Savings Plan reported participants rose from 46,196 in the plan year 2022 filing to 48,209 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 421051659 · Aldi Inc. PY 2023 · 401(k)
Aldi Inc. Retirement Savings Plan · $1.7B · 48,209 · 99th
- SCH $1.7B
- EBSA 48,209
- PART 99th
- TYPE 401(k)
- NET near Sedgwick 401(k) Savings Plan
- BOOK ind #8371
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 Retail Trade retirement plans → · Plans in Illinois →
Aldi Inc. Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $367M |
| Employer EIN | 421051659 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aldi Inc.)
Sponsor-wide plan assets over time
All Aldi Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 51.56560613082303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46,196 | $1.4B |
| 2023 | 1 | 48,209 | $1.7B |
| 2024 | 1 | 48,035 | $2.1B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Scale composition for Aldi Inc. Retirement Savings Plan
Aldi Inc. Retirement Savings Plan reports $1.7B in end-of-year assets across 48,209 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.051% of 93,925,755 covered participants) - about $35,856 per participant (26% of the national average assets-per-participant) . Net income for plan year 2023 was $367M.
This plan identity (EIN 421051659, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.1B (+51.6%) while covered participants moved from 46,196 to 48,035 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 46,196 | $1.4B | Open filing |
| 2023 | 48,209 | $1.7B | This page |
| 2024 · index core | 48,035 | $2.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Aldi Inc. Retirement Savings Plan (401(k), $2.1B, 48,035 participants)
Aldi Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Sedgwick 401(k) Savings Plan in TN ($1.7B); by covered participants it is Gardaworld Security Services U.S. 401(k) Plan in MO (48,538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Sedgwick 401(k) Savings Plan (TN) $1.7B · 24,537
- Nisource Inc Retirement Savings Plan (IN) $1.7B · 7,525
- Chevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing Plan (TX) $1.7B · 4,486
- Wesco Distribution, Inc. Retirement Savings Plan (PA) $1.7B · 13,895
Similar participant headcount
Nearest other-state filings by covered participants (48,209 participants); asset peers above are excluded.
- Gardaworld Security Services U.S. 401(k) Plan (MO) 48,538 · 329 off
- The Quest Diagnostics Profit Sharing Plan (NJ) 48,629 · 420 off
- Dick's Sporting Goods, Inc. Smart Savings 401(k) Plan (PA) 48,701 · 492 off
- Petsmart, Inc. Savesmart 401(k) Plan (AZ) 48,827 · 618 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.