401(k) · DOL Form 5500 · 2024

A.L.M. Holding Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 85
Participants Small participant base: 46th
Percentile by assets National rank: $74,851
Avg per participant Below avg balance/head

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Official DOL plan name: Assured Retirement Plan · Sponsored by A.L.M. Holding Company · Wisconsin · Construction

$6M in assets, 85 participants

A.L.M. Holding Company's Assured Retirement Plan reported $6M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#4,067 in Construction (9,039 peers)

A.L.M. Holding Company multi-year trail

A.L.M. Holding Company's plans moved +31.4% in assets from 2022 to 2024; this filing shows Assured Retirement Plan at $6M / 85 participants.

#4,067
in Construction (9,039 peers): +7.3%
assets growth YoY

Assured Retirement Plan's mid-pack asset rank among Construction and all filers

Assured Retirement Plan vs every filed plan by assets

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

$6,362,338 46th percentile higher than 46% 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

Assured Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assured Retirement Plan is a small filing (85 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Assured Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Assured Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Assured Retirement Plan reported participants fell from 89 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200520252 · A.L.M. Holding Company PY 2024 · 401(k)

Assured Retirement Plan · $6M · 85 · 46th

ASSETS $6M
PCT 85
EIN 46th
RANK 401(k)
PHOTO near Farallon Geographics, Inc. 401(k) Plan
IND ind #4067

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 Construction retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Assured Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

A.L.M. Holding Company multi-year asset trail

Latest sponsor-wide plan assets: $397M 31.39812386967% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	1,567	$302M
2023	3	1,540	$356M
2024	3	1,564	$397M

A.L.M. Holding Company filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	200520252
Plan Effective Date	2016-08-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Assured Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Assured Retirement Plan side-by-side with 3 peers →

Assured Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Farallon Geographics, Inc. 401(k) Plan in CA ($6M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Farallon Geographics, Inc. 401(k) Plan (CA) $6M · 13
Peek 401(k) Plan (UT) $6M · 192
Cuneo, Black, Ward & Missler 401(k) and Profit Sharing Plan (CA) $6M · 13
Minnesota Autism Center 401(k) Plan (MN) $6M · 377

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

Heart of America Beverage Company, LLC 401(k) Plan (MO) 85 · 0 off
Southern Gear and Machine, Inc. Employee Stock Ownership Plan (FL) 85 · 0 off
Advanced Savings & Retirement Plan (PR) 85 · 0 off
Neurocare, Inc. 401(k) Plan (MA) 85 · 0 off

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 Assured Retirement Plan assets move in 2024? ▼

Assured Retirement Plan grew at a solid clip - up 7.3% during 2024, from $6M to $6M. Reported net income was $2M.

How have A.L.M. Holding Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), A.L.M. Holding Company's sponsor-wide assets grew 31.4%, from $302M to $397M.

Which 401(k) plans are similar in size to Assured Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Farallon Geographics, Inc. 401(k) Plan in CA ($6M, 13 participants).

Which 401(k) plans cover a similar participant headcount to Assured Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 200520252.