401(k) · DOL Form 5500 · 2024

Kaiser Aluminum Warrick, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
302
Participants Below avg headcount
79th
Percentile by assets National rank
$114,006
Avg per participant Below avg balance/head
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Official DOL plan name: Kaiser Aluminum Warrick, LLC Savings and Investment Plan · Sponsored by Kaiser Aluminum Warrick, LLC · Tennessee · Manufacturing

$34M in assets, 302 participants

Kaiser Aluminum Warrick, LLC's Kaiser Aluminum Warrick, LLC Savings and Investment Plan reported $34M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,694 in Manufacturing (17,777 peers)

Coverage in Tennessee

Kaiser Aluminum Warrick, LLC Savings and Investment Plan covers 302 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#12,694
in Manufacturing (17,777 peers)
+23.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kaiser Aluminum Warrick, LLC Savings and Investment Plan's outsized position by total assets

Kaiser Aluminum Warrick, LLC Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,429,739 Top 21% higher than 79% of 123,620 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 2024

Kaiser Aluminum Warrick, LLC Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Aluminum Warrick, LLC Savings and Investment Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaiser Aluminum Warrick, LLC Savings and Investment Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Kaiser Aluminum Warrick, LLC Savings and Investment Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Kaiser Aluminum Warrick, LLC Savings and Investment Plan reported participants fell from 319 in the plan year 2023 filing to 302 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812560915 · Kaiser Aluminum Warrick, LLC PY 2024 · 401(k)

Kaiser Aluminum Warrick, LLC Savings and Investment Plan · $34M · 302 · 79th

  • EIN $34M
  • RANK 302
  • PHOTO 79th
  • IND 401(k)
  • EOY near Encoura Profit Sharing/401(k) Plan
  • 5500 ind #12694

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 →

Kaiser Aluminum Warrick, LLC Savings and Investment Plan in the asset neighbourhood

Kaiser Aluminum Warrick, LLC Savings and Investment PlanKaiser Aluminum Warrick, LLC…$34MEncoura Profit Sharing/401(k) PlanEncoura Profit Sharing/401(k…$34MGiant Cement Holding, Inc. 401(k) PlanGiant Cement Holding, Inc. 4…$34MEagle 2 Enterprises, LLC 401(k) PlanEagle 2 Enterprises, LLC 401…$34MOld Second National Bank Pooled Employer PlanOld Second National Bank Poo…$34M
End-of-year total assets ($M) among Kaiser Aluminum Warrick, LLC Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN812560915
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser Aluminum Warrick, LLC)

Sponsor-wide plan assets over time

All Kaiser Aluminum Warrick, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 92.08392580912131% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $26.8M $51.5M ▲ +92.1%
Year Plans Participants Total Assets
2022 2 1,117 $27M
2023 2 1,054 $40M
2024 2 985 $52M

Nearby 401(k) Plans in Tennessee

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

Kaiser Aluminum Warrick, LLC Savings and Investment Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Kaiser Aluminum Warrick, LLC Savings and Investment Plan, Total assets ($B): 0.034429739 · Participants: 302Kaiser Aluminum Warrick, LLC Savings and Investment PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Kaiser Aluminum Warrick, LLC Savings and Investment Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Kaiser Aluminum Warrick, LLC Savings and Investment Plan side-by-side with 3 peers →

Kaiser Aluminum Warrick, LLC Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Encoura Profit Sharing/401(k) Plan in TX ($34M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaiser Aluminum Warrick, LLC Savings and Investment Plan assets move in 2024? ▼
Kaiser Aluminum Warrick, LLC Savings and Investment Plan grew sharply - up 23.3% during 2024, from $28M to $34M. Reported net income was $7M.
How have Kaiser Aluminum Warrick, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Aluminum Warrick, LLC's sponsor-wide assets grew 92.1%, from $27M to $52M.
Where does Kaiser Aluminum Warrick, LLC Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Kaiser Aluminum Warrick, LLC Savings and Investment Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kaiser Aluminum Warrick, LLC Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encoura Profit Sharing/401(k) Plan in TX ($34M, 980 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser Aluminum Warrick, LLC Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunworks 401(k) Plan & Trust in DE (302 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812560915.

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.