401(k) · DOL Form 5500 · 2023
Aldi Inc. 401(k) Plan
Data updated 2026-08-06
- $1.7B
- Total assets
- 48,209
- Participants
- 99th
- Percentile by assets
- $35,856
- Avg per participant
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.
- 99th percentile by assets (of 126,618 plans)
- #8,330 in Retail Trade (8,373 peers)
Coverage in Illinois
Aldi Inc. Retirement Savings Plan covers 48,209 participants in Illinois, 63x the typical Illinois plan (state average ~768 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2023 EOY)
- 48,209
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $35,856
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Aldi Inc. Retirement Savings Plan reports 48,209 participants - 63x that state average ($1.7B EOY assets).
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.)
| 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.
Aldi Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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 (0.015% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.054% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aldi Inc. Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Aldi Inc. Retirement Savings Plan assets move in 2023? ▼
How have Aldi Inc. plan assets changed over time? ▼
Where does Aldi Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aldi Inc. Retirement Savings Plan? ▼
Next read for Aldi Inc. Retirement Savings Plan
Filing takeaways
Ways to act on Aldi Inc. Retirement Savings Plan's numbers.
- By total assets, Aldi Inc. Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Aldi Inc.'s sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Retail Trade plans