401(k) · DOL Form 5500 · 2024

Alluma, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
160
Participants Small participant base
52nd
Percentile by assets National rank
$51,582
Avg per participant Low balance/head
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Official DOL plan name: Alluma, Inc. Retirement Plan · Sponsored by Alluma, Inc. · Minnesota · Healthcare & Social Assistance

$8M in assets, 160 participants

Alluma, Inc.'s Alluma, Inc. Retirement Plan reported $8M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,600 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Alluma, Inc. Retirement Plan covers 160 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#9,600
in Healthcare & Social Assistance (16,916 peers)
+22.6%
assets growth YoY

Alluma, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alluma, Inc. Retirement Plan vs every filed plan by assets

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

$8,253,099 Top 48% higher than 52% 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

Alluma, Inc. 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. Alluma, Inc. Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alluma, Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alluma, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Alluma, Inc. Retirement Plan reported participants rose from 156 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410851371 · Alluma, Inc. PY 2024 · 401(k)

Alluma, Inc. Retirement Plan · $8M · 160 · 52nd

  • ASSETS $8M
  • PCT 160
  • EIN 52nd
  • RANK 401(k)
  • PHOTO near Compass Health, LLC 401(k) Plan
  • IND ind #9600

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Alluma, Inc. Retirement Plan in the asset neighbourhood

Alluma, Inc. Retirement Plan$8MCompass Health, LLC 401(k) PlanCompass Health, LLC 401(k) P…$8MDriltek, Inc. 401(k) Profit Sharing PlanDriltek, Inc. 401(k) Profit …$8MCatalyst Bank 401(k) Plan$8MI3 Broadband, LLC 401(k) and Profit Sharing PlanI3 Broadband, LLC 401(k) and…$8M
End-of-year total assets ($M) among Alluma, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN410851371
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alluma, Inc.)

Sponsor-wide plan assets over time

All Alluma, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 46.425654786986314% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.64M $8.25M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 141 $6M
2023 1 156 $7M
2024 1 160 $8M

Nearby 401(k) Plans in Minnesota

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

Alluma, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Alluma, Inc. Retirement Plan, Total assets ($B): 0.008253099 · Participants: 160Alluma, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Alluma, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Alluma, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Compass Health, LLC 401(k) Plan in LA ($8M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Alluma, Inc. Retirement Plan assets move in 2024? ▼
Alluma, Inc. Retirement Plan grew sharply - up 22.6% during 2024, from $7M to $8M. Reported net income was $2M.
How have Alluma, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alluma, Inc.'s sponsor-wide assets grew 46.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Alluma, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compass Health, LLC 401(k) Plan in LA ($8M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Alluma, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 410851371.

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.