401(k) · DOL Form 5500 · 2023

Aluma-Weld, Inc. Dba Xpress Boats 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
367
Participants Below avg headcount
65th
Percentile by assets National rank
$36,021
Avg per participant Low balance/head
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Official DOL plan name: Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Aluma-Weld, Inc. Dba Xpress Boats · Arkansas · Manufacturing

$13M in assets, 367 participants

Aluma-Weld, Inc. Dba Xpress Boats's Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,786 in Manufacturing (18,722 peers)

Coverage in Arkansas

Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust covers 367 participants in Arkansas, about 13% of the average Arkansas filer (state average ~2,784 per filing). Assets: $13M.

#9,786
in Manufacturing (18,722 peers)
+22.1%
assets growth YoY

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

Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,219,752 Top 35% higher than 65% 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-Weld, Inc. 401(k) Profit Sharing Plan and Trust 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-Weld, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $893K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 337 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 710523960 · Aluma-Weld, Inc. Dba Xpress Boats PY 2023 · 401(k)

Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust · $13M · 367 · 65th

  • TYPE $13M
  • NET 367
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near North Bridge Venture Management 401(k) Plan
  • SCH ind #9786

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 Arkansas →

Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aluma-Weld, Inc. 401(k) Profit Sharing Plan and TrustAluma-Weld, Inc. 401(k) Prof…$13MNorth Bridge Venture Management 401(k) PlanNorth Bridge Venture Managem…$13MShakespeare 401(k) Plan$13MMirau, Edwards, Cannon, Lewin & Tooke 401(k) Profit Sharing PlanMirau, Edwards, Cannon, Lewi…$13MAbonmarche Consultants, Inc. 401(k) PlanAbonmarche Consultants, Inc.…$13M
End-of-year total assets ($M) among Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN710523960
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aluma-Weld, Inc. Dba Xpress Boats)

Sponsor-wide plan assets over time

All Aluma-Weld, Inc. Dba Xpress Boats plans reported in each filing year

Latest sponsor-wide plan assets
$14M 32.01587407620735% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.8M $14.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 337 $11M
2023 1 367 $13M
2024 1 315 $14M

Nearby 401(k) Plans in Arkansas

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

Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013219752 · Participants: 367Aluma-Weld, Inc. 401(k) Profit Sharing Plan and TrustWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Arkansas, the nearest 401(k) by assets is North Bridge Venture Management 401(k) Plan in MA ($13M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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-Weld, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 22.1% during 2023, from $11M to $13M. Reported net income was $2M.
How have Aluma-Weld, Inc. Dba Xpress Boats plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aluma-Weld, Inc. Dba Xpress Boats's sponsor-wide assets grew 32.0%, from $11M to $14M.
Which 401(k) plans are similar in size to Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is North Bridge Venture Management 401(k) Plan in MA ($13M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Aluma-Weld, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 710523960.

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.