401(k) · DOL Form 5500 · 2024
A.L.M. Holding Company 401(k) Plan
Data updated 2026-08-25
- $328M
- Total assets Above avg plan size
- 860
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $381,007
- Avg per participant High balance/head
Official DOL plan name: Security Retirement Plan · Sponsored by A.L.M. Holding Company · Wisconsin · Construction
$328M in assets, 860 participants
A.L.M. Holding Company's Security Retirement Plan reported $328M in total assets and 860 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,629 in Construction (9,039 peers)
Where Security Retirement Plan sits by assets
Security Retirement Plan sits in the top 5% of all filed plans by assets, $328M for 860 participants (~$381,007/participant), up 11.1% in 2024.
- #8,629
- in Construction (9,039 peers)
- +11.1%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Security Retirement Plan's outsized position by total assets
Security Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$327,666,390 Top 4% higher than 96% 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
Security 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. Security Retirement Plan sits mid-pack in the medium band (860 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Security Retirement Plan reported net income fell from $43M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Security Retirement Plan end-of-year assets rose from $295M in the plan year 2023 filing to $328M in the plan year 2024 filing.
- Security Retirement Plan reported participants rose from 839 in the plan year 2023 filing to 860 in the plan year 2024 filing.
DOL schedule card
Filing strip 200520252 · A.L.M. Holding Company PY 2024 · 401(k)
Security Retirement Plan · $328M · 860 · 96th
- ASSETS $328M
- ASSETS 860
- ASSETS 96th
- ASSETS 401(k)
- ASSETS near Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust
- ASSETS ind #8629
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 →
Security Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $295M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | $34M |
| Employer EIN | 200520252 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Security Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust in IN ($328M); by covered participants it is Drive Devilbiss Healthcare 401(k) Plan in NY (860 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($328M here).
- Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust (IN) $328M · 6,153
- Virginia Hospital Center 401(k) Plan (VA) $328M · 3,580
- Watson Clinic LLP 401(k) Profit Sharing Plan (FL) $328M · 2,178
- Banc of California, Inc. 401(k) Plan (CA) $327M · 2,372
Similar participant headcount
Nearest other-state filings by covered participants (860 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.