401(k) · DOL Form 5500 · 2024
Alzheimer's Association 401(k) Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 1,739
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $159,241
- Avg per participant Above avg balance/head
Official DOL plan name: Alzheimer's Association Retirement and Savings Plan · Sponsored by Alzheimer's Association · Illinois · Other Services
$277M in assets, 1,739 participants
Alzheimer's Association's Alzheimer's Association Retirement and Savings Plan reported $277M in total assets and 1,739 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,627 in Other Services (7,719 peers)
Coverage in Illinois
Alzheimer's Association Retirement and Savings Plan covers 1,739 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $277M.
- #7,627
- in Other Services (7,719 peers)
- +15.8%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Alzheimer's Association Retirement and Savings Plan's outsized position by total assets
Alzheimer's Association Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$276,919,752 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Alzheimer's Association Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alzheimer's Association Retirement and Savings Plan lands in the large band (1,739 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alzheimer's Association Retirement and Savings Plan reported net income fell from $47M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Alzheimer's Association Retirement and Savings Plan end-of-year assets rose from $239M in the plan year 2023 filing to $277M in the plan year 2024 filing.
- Alzheimer's Association Retirement and Savings Plan reported participants fell from 1,912 in the plan year 2023 filing to 1,739 in the plan year 2024 filing.
DOL schedule card
Filing strip 133039601 · Alzheimer's Association PY 2024 · 401(k)
Alzheimer's Association Retirement and Savings Plan · $277M · 1,739 · 95th
- EIN $277M
- RANK 1,739
- PHOTO 95th
- IND 401(k)
- EOY near Huhtamaki Long Term Savings and Investment Plan
- 5500 ind #7627
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 Other Services retirement plans → · Plans in Illinois →
Alzheimer's Association Retirement and Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | $38M |
| Employer EIN | 133039601 |
| Plan Effective Date | 2001-05-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alzheimer's Association)
Sponsor-wide plan assets over time
All Alzheimer's Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $277M 44.442604165616395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,832 | $192M |
| 2023 | 1 | 1,912 | $239M |
| 2024 | 1 | 1,739 | $277M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Alzheimer's Association Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Huhtamaki Long Term Savings and Investment Plan in KS ($277M); by covered participants it is The Fresh Mark, Inc. Hourly Pension Plan in OH (1,739 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Huhtamaki Long Term Savings and Investment Plan (KS) $277M · 3,214
- Trumpf Inc. Employee Retirement Savings Plan (CT) $277M · 1,317
- The Park National Corporation Employees Stock Ownership Plan (OH) $277M · 1,791
- Macom Technology Solutions Holdings, Inc. 401(k) Plan (MA) $277M · 1,231
Similar participant headcount
Nearest other-state filings by covered participants (1,739 participants); asset peers above are excluded.
- The Fresh Mark, Inc. Hourly Pension Plan (OH) 1,739 · 0 off
- Sh Group Retirement Savings Plan (FL) 1,739 · 0 off
- Whittlesea-Bell Retirement 401(k) Plan (NV) 1,739 · 0 off
- Hcr Manorcare Retirement Savings 401(k) Plan (OH) 1,740 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.