401(k) · DOL Form 5500 · 2023

Alto-Shaam, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
480
Participants Below avg headcount
84th
Percentile by assets National rank
$87,263
Avg per participant Below avg balance/head
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Official DOL plan name: The Employees of Alto-Shaam Retirement Plan · Sponsored by Alto-Shaam, Inc. · Wisconsin · Manufacturing

$42M in assets, 480 participants

Alto-Shaam, Inc.'s The Employees of Alto-Shaam Retirement Plan reported $42M in total assets and 480 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,342 in Manufacturing (18,722 peers)

Where The Employees of Alto-Shaam Retirement Plan sits by assets

The Employees of Alto-Shaam Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 480 participants (~$87,263/participant), up 16.5% in 2023.

#14,342
in Manufacturing (18,722 peers)
+16.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Employees of Alto-Shaam Retirement Plan's outsized position by total assets

The Employees of Alto-Shaam Retirement Plan vs every filed plan by assets

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

$41,886,460 Top 16% higher than 84% 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

The Employees of Alto-Shaam 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. The Employees of Alto-Shaam Retirement Plan sits mid-pack in the medium band (480 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Employees of Alto-Shaam Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Employees of Alto-Shaam Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • The Employees of Alto-Shaam Retirement Plan reported participants rose from 449 in the plan year 2022 filing to 480 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391020882 · Alto-Shaam, Inc. PY 2023 · 401(k)

The Employees of Alto-Shaam Retirement Plan · $42M · 480 · 84th

  • PART $42M
  • PART 480
  • PART 84th
  • PART 401(k)
  • PART near Evergreen Devco, Inc. Profit Sharing 401(k) Plan
  • PART ind #14342

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 Wisconsin →

The Employees of Alto-Shaam Retirement Plan in the asset neighbourhood

The Employees of Alto-Shaam Retirement PlanThe Employees of Alto-Shaam …$42MEvergreen Devco, Inc. Profit Sharing 401(k) PlanEvergreen Devco, Inc. Profit…$42MGlosten, Inc. Profit Sharing/401(k) PlanGlosten, Inc. Profit Sharing…$42MJohnson Rice & Company, L.L.C. 401(k) Profit Sharing PlanJohnson Rice & Company, L.L.…$42MDhi Computing Service, Inc. 401(k) Profit Sharing PlanDhi Computing Service, Inc. …$42M
End-of-year total assets ($M) among The Employees of Alto-Shaam Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN391020882
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alto-Shaam, Inc.)

Sponsor-wide plan assets over time

All Alto-Shaam, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.832897545090454% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $36M $48.1M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 449 $36M
2023 1 480 $42M
2024 1 505 $48M

Nearby 401(k) Plans in Wisconsin

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

The Employees of Alto-Shaam Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Employees of Alto-Shaam Retirement Plan, Total assets ($B): 0.04188646 · Participants: 480The Employees of Alto-Shaam Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Employees of Alto-Shaam Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Employees of Alto-Shaam Retirement Plan side-by-side with 3 peers →

The Employees of Alto-Shaam Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Evergreen Devco, Inc. Profit Sharing 401(k) Plan in AZ ($42M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (480 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 The Employees of Alto-Shaam Retirement Plan assets move in 2023? ▼
The Employees of Alto-Shaam Retirement Plan grew sharply - up 16.5% during 2023, from $36M to $42M. Reported net income was $6M.
How have Alto-Shaam, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alto-Shaam, Inc.'s sponsor-wide assets grew 33.8%, from $36M to $48M.
Where does The Employees of Alto-Shaam Retirement Plan rank by assets among Form 5500 filers? ▼
The Employees of Alto-Shaam Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Employees of Alto-Shaam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evergreen Devco, Inc. Profit Sharing 401(k) Plan in AZ ($42M, 70 participants).
Which 401(k) plans cover a similar participant headcount to The Employees of Alto-Shaam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (480 participants, $97M 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 391020882.

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.