401(k) · DOL Form 5500 · 2024
Aldi Inc. 401(k) Plan
Data updated 2026-08-11
- $2.1B
- Total assets
- 48,035
- Participants
- 99th
- Percentile by assets
- $42,963
- Avg per participant
Official DOL plan name: Aldi Inc. Retirement Savings Plan · Sponsored by Aldi Inc. · Illinois · Retail Trade
$2.1B in assets, 48,035 participants
Aldi Inc.'s Aldi Inc. Retirement Savings Plan reported $2.1B in total assets and 48,035 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,009 in Retail Trade (8,048 peers)
Coverage in Illinois
Aldi Inc. Retirement Savings Plan covers 48,035 participants in Illinois, 62x the typical Illinois plan (state average ~779 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2024 EOY)
- 48,035
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $42,963
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aldi Inc. Retirement Savings Plan end-of-year assets rose from $1.7B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
- Aldi Inc. Retirement Savings Plan reported net income fell from $367M in the plan year 2023 filing to $335M in the plan year 2024 filing.
- Aldi Inc. Retirement Savings Plan reported participants fell from 48,209 in the plan year 2023 filing to 48,035 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Aldi Inc. Retirement Savings Plan reports 48,035 participants - 62x that state average ($2.1B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $335M |
| Employer EIN | 421051659 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aldi Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46,196 | $1.4B |
| 2023 | 1 | 48,209 | $1.7B |
| 2024 | 1 | 48,035 | $2.1B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aldi Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Scale composition for Aldi Inc. Retirement Savings Plan
Aldi Inc. Retirement Savings Plan reports $2.1B in end-of-year assets across 48,035 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.051% of 93,925,755 covered participants) - about $42,963 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $335M.
This plan identity (EIN 421051659, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.1B (+51.6%) while covered participants moved from 46,196 to 48,035 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 46,196 | $1.4B | Open filing |
| 2023 | 48,209 | $1.7B | Open filing |
| 2024 · index core | 48,035 | $2.1B | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aldi Inc. Retirement Savings Plan by total assets, not by location.
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (MO) $2.1B · 10,431
- Neuberger Berman Group 401(k) Plan (NY) $2.1B · 2,029
- Commscope, Inc. Retirement Savings Plan (NC) $2.1B · 4,773
- Southern Glazer's 401(k) Plan (FL) $2.1B · 18,867
Frequently Asked Questions
How did Aldi Inc. Retirement Savings Plan assets move in 2024? ▼
How have Aldi Inc. plan assets changed over time? ▼
Where does Aldi Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aldi Inc. Retirement Savings Plan? ▼
Next read for Aldi Inc. Retirement Savings Plan
Filing takeaways
Ways to act on Aldi Inc. Retirement Savings Plan's numbers.
- By total assets, Aldi Inc. Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Aldi Inc.'s sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Retail Trade plans