401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$62M
Total assets Below avg plan size
619
Participants Below avg headcount
87th
Percentile by assets National rank
$100,944
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$62M in assets, 619 participants

A.L.M. Holding Company's Consolidated Retirement Plan reported $62M in total assets and 619 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,650 in Construction (9,039 peers)

Where Consolidated Retirement Plan sits by assets

Consolidated Retirement Plan sits in the top quartile of all filed plans by assets, $62M for 619 participants (~$100,944/participant), up 13.4% in 2024.

#7,650
in Construction (9,039 peers)
+13.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Consolidated Retirement Plan's outsized position by total assets

Consolidated Retirement Plan vs every filed plan by assets

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

$62,484,492 Top 13% higher than 87% 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

Consolidated Retirement 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. Consolidated Retirement Plan sits mid-pack in the medium band (619 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Consolidated Retirement Plan end-of-year assets rose from $55M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Consolidated Retirement Plan reported participants rose from 612 in the plan year 2023 filing to 619 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Consolidated Retirement Plan · $62M · 619 · 87th

  • PHOTO $62M
  • PHOTO 619
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Forum Credit Union 401(k) Plan
  • PHOTO ind #7650

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 →

Consolidated Retirement Plan in the asset neighbourhood

Consolidated Retirement Plan$62MForum Credit Union 401(k) PlanForum Credit Union 401(k) Pl…$62MMoregroup Holdings 401(k) PlanMoregroup Holdings 401(k) Pl…$62MTruenorth Companies, L.C. 401(k) PlanTruenorth Companies, L.C. 40…$62MNeurosurgical Associates, Ltd. Profit Sharing PlanNeurosurgical Associates, Lt…$62M
End-of-year total assets ($M) among Consolidated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$5M
Employer EIN200520252
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L.M. Holding Company)

Sponsor-wide plan assets over time

All A.L.M. Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$397M 31.39812386967% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $302M $397M ▲ +31.4%
Year Plans Participants Total Assets
2022 3 1,567 $302M
2023 3 1,540 $356M
2024 3 1,564 $397M

Nearby 401(k) Plans in Wisconsin

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

Consolidated Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Consolidated Retirement Plan, Total assets ($B): 0.062484492 · Participants: 619Consolidated Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Consolidated Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Consolidated Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Forum Credit Union 401(k) Plan in IN ($62M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (619 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (619 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 Consolidated Retirement Plan assets move in 2024? ▼
Consolidated Retirement Plan grew at a solid clip - up 13.4% during 2024, from $55M to $62M. Reported net income was $5M.
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.
Where does Consolidated Retirement Plan rank by assets among Form 5500 filers? ▼
Consolidated Retirement Plan ranks in the 87th 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 Consolidated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forum Credit Union 401(k) Plan in IN ($62M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Consolidated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (619 participants, $67M 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.

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.