401(k) · DOL Form 5500 · 2023

Aluma-Form, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
152
Participants Small participant base
58th
Percentile by assets National rank
$64,517
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aluma-Form, Inc. 401(k) Plan · Sponsored by Aluma-Form, Inc. · Tennessee · Manufacturing

$10M in assets, 152 participants

Aluma-Form, Inc.'s Aluma-Form, Inc. 401(k) Plan reported $10M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,296 in Manufacturing (18,722 peers)

Coverage in Tennessee

Aluma-Form, Inc. 401(k) Plan covers 152 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#8,296
in Manufacturing (18,722 peers)
+19.9%
assets growth YoY

Aluma-Form, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Aluma-Form, Inc. 401(k) Plan vs every filed plan by assets

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

$9,806,568 Top 42% higher than 58% 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

Aluma-Form, Inc. 401(k) 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. Aluma-Form, Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aluma-Form, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aluma-Form, Inc. 401(k) Plan reported participants fell from 306 in the plan year 2022 filing to 152 in the plan year 2023 filing.
  • Aluma-Form, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620649170 · Aluma-Form, Inc. PY 2023 · 401(k)

Aluma-Form, Inc. 401(k) Plan · $10M · 152 · 58th

  • PCT $10M
  • EIN 152
  • RANK 58th
  • PHOTO 401(k)
  • IND near Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan
  • EOY ind #8296

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 Manufacturing retirement plans → · Plans in Tennessee →

Aluma-Form, Inc. 401(k) Plan in the asset neighbourhood

Aluma-Form, Inc. 401(k) Plan$10MPulmonary & Sleep Medicine Associates 401(k) Profit Sharing PlanPulmonary & Sleep Medicine A…$10MStaffing 360 Solutions, Inc. & Subsidiaries 401(k) PlanStaffing 360 Solutions, Inc.…$10MIntelli(K) Pooled Employer PlanIntelli(K) Pooled Employer P…$10MAai Associates, Inc. 401(k) PlanAai Associates, Inc. 401(k) …$10M
End-of-year total assets ($M) among Aluma-Form, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN620649170
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aluma-Form, Inc.)

Sponsor-wide plan assets over time

All Aluma-Form, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.28586163927217% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.18M $10.8M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 306 $8M
2023 1 152 $10M
2024 1 349 $11M

Nearby 401(k) Plans in Tennessee

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

Aluma-Form, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Aluma-Form, Inc. 401(k) Plan, Total assets ($B): 0.009806568 · Participants: 152Aluma-Form, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Aluma-Form, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Aluma-Form, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA ($10M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Aluma-Form, Inc. 401(k) Plan assets move in 2023? ▼
Aluma-Form, Inc. 401(k) Plan grew sharply - up 19.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Aluma-Form, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aluma-Form, Inc.'s sponsor-wide assets grew 32.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Aluma-Form, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA ($10M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Aluma-Form, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 620649170.

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.