401(k) · DOL Form 5500 · 2024

Aluma-Form, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 349
Participants Below avg headcount: 57th
Percentile by assets National rank: $30,993
Avg per participant Low balance/head

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Official DOL plan name: Aluma-Form, Inc. 401(k) Plan · Sponsored by Aluma-Form, Inc. · Tennessee · Manufacturing

$11M in assets, 349 participants

Aluma-Form, Inc.'s Aluma-Form, Inc. 401(k) Plan reported $11M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

#7,769 in Manufacturing (17,777 peers)

Coverage in Tennessee

Aluma-Form, Inc. 401(k) Plan covers 349 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.

#7,769
in Manufacturing (17,777 peers): +10.3%
assets growth YoY

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

Aluma-Form, Inc. 401(k) Plan vs every filed plan by assets

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

$10,816,540 Top 43% higher than 57% 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

Aluma-Form, Inc. 401(k) 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. Aluma-Form, Inc. 401(k) Plan sits mid-pack in the medium band (349 participants).

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%)

Aluma-Form, Inc. 401(k) Plan reported participants rose from 152 in the plan year 2023 filing to 349 in the plan year 2024 filing.
Aluma-Form, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Aluma-Form, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620649170 · Aluma-Form, Inc. PY 2024 · 401(k)

Aluma-Form, Inc. 401(k) Plan · $11M · 349 · 57th

BOOK $11M
BOOK 349
BOOK 57th
BOOK 401(k)
BOOK near Wise Plastics Technologies, Inc. 401(k) Plan
BOOK ind #7769

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 →

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

Tennessee filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$11M
Net Income	$1M
Employer EIN	620649170
Plan Effective Date	1971-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aluma-Form, Inc.)

Latest sponsor-wide plan assets: $11M 32.28586163927217% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	306	$8M
2023	1	152	$10M
2024	1	349	$11M

Nearby 401(k) Plans in Tennessee

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

Aluma-Form, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Aluma-Form, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Wise Plastics Technologies, Inc. 401(k) Plan in IL ($11M); by covered participants it is Next 15 Communications Retirement Plan in CA (349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Wise Plastics Technologies, Inc. 401(k) Plan (IL) $11M · 207
Delgrosso Foods, Inc. 401(k) Plan (PA) $11M · 154
Lake Business Products Inc. 401(k) Profit Sharing Plan (OH) $11M · 109
Consumer Direct Management Solutions 401(k) Plan (MT) $11M · 3,750

Similar participant headcount

Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.

Next 15 Communications Retirement Plan (CA) 349 · 0 off
Comprehensive Energy Services 401(k) Plan (FL) 349 · 0 off
Thrive Mortgage 401(k) Plan (TX) 349 · 0 off
Investment Corporation of Palm Beach 401(k) Plan (FL) 349 · 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 Aluma-Form, Inc. 401(k) Plan assets move in 2024? ▼

Aluma-Form, Inc. 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $10M to $11M. Reported net income was $1M.

How have Aluma-Form, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aluma-Form, Inc.'s sponsor-wide assets grew 32.3%, from $8M to $11M.

Which 401(k) plans are similar in size to Aluma-Form, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wise Plastics Technologies, Inc. 401(k) Plan in IL ($11M, 207 participants).

Which 401(k) plans cover a similar participant headcount to Aluma-Form, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Next 15 Communications Retirement Plan in CA (349 participants, $96M 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 620649170.