401(k) · DOL Form 5500 · 2024

Alto-Shaam, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
505
Participants Below avg headcount
84th
Percentile by assets National rank
$95,314
Avg per participant Below avg balance/head
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Official DOL plan name: The Employees of Alto-Shaam Retirement Plan · Sponsored by Alto-Shaam, Inc. · Wisconsin · Manufacturing

$48M in assets, 505 participants

Alto-Shaam, Inc.'s The Employees of Alto-Shaam Retirement Plan reported $48M in total assets and 505 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,658 in Manufacturing (17,777 peers)

Where The Employees of Alto-Shaam Retirement Plan sits by assets

The Employees of Alto-Shaam Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 505 participants (~$95,314/participant), up 14.9% in 2024.

#13,658
in Manufacturing (17,777 peers)
+14.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Employees of Alto-Shaam Retirement Plan's outsized position by total assets

The Employees of Alto-Shaam Retirement Plan vs every filed plan by assets

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

$48,133,644 Top 16% higher than 84% 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

The Employees of Alto-Shaam 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. The Employees of Alto-Shaam Retirement Plan sits mid-pack in the medium band (505 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Employees of Alto-Shaam Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • The Employees of Alto-Shaam Retirement Plan reported participants rose from 480 in the plan year 2023 filing to 505 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391020882 · Alto-Shaam, Inc. PY 2024 · 401(k)

The Employees of Alto-Shaam Retirement Plan · $48M · 505 · 84th

  • TYPE $48M
  • TYPE 505
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Teco-Westinghouse Motor Company 401(k) Employee Savings Plan
  • TYPE ind #13658

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 Wisconsin →

The Employees of Alto-Shaam Retirement Plan in the asset neighbourhood

The Employees of Alto-Shaam Retirement PlanThe Employees of Alto-Shaam …$48MTeco-Westinghouse Motor Company 401(k) Employee Savings PlanTeco-Westinghouse Motor Comp…$48MGould Paper Corporation Employees' Profit Sharing and Retirement PlanGould Paper Corporation Empl…$48MSeismic Exchange, Inc. 401(k) PlanSeismic Exchange, Inc. 401(k…$48MWacom Technology Corp. Retirement 401(k) PlanWacom Technology Corp. Retir…$48M
End-of-year total assets ($M) among The Employees of Alto-Shaam 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)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN391020882
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alto-Shaam, Inc.)

Sponsor-wide plan assets over time

All Alto-Shaam, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.832897545090454% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $36M $48.1M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 449 $36M
2023 1 480 $42M
2024 1 505 $48M

Nearby 401(k) Plans in Wisconsin

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

The Employees of Alto-Shaam Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Employees of Alto-Shaam Retirement Plan, Total assets ($B): 0.048133644 · Participants: 505The Employees of Alto-Shaam 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
The Employees of Alto-Shaam Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Employees of Alto-Shaam Retirement Plan side-by-side with 3 peers →

The Employees of Alto-Shaam Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Teco-Westinghouse Motor Company 401(k) Employee Savings Plan in TX ($48M); by covered participants it is Kurita America Inc. Retirement Savings Plan in MN (505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (505 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 The Employees of Alto-Shaam Retirement Plan assets move in 2024? ▼
The Employees of Alto-Shaam Retirement Plan grew at a solid clip - up 14.9% during 2024, from $42M to $48M. Reported net income was $6M.
How have Alto-Shaam, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alto-Shaam, Inc.'s sponsor-wide assets grew 33.8%, from $36M to $48M.
Where does The Employees of Alto-Shaam Retirement Plan rank by assets among Form 5500 filers? ▼
The Employees of Alto-Shaam Retirement Plan ranks in the 84th 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 The Employees of Alto-Shaam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teco-Westinghouse Motor Company 401(k) Employee Savings Plan in TX ($48M, 263 participants).
Which 401(k) plans cover a similar participant headcount to The Employees of Alto-Shaam Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kurita America Inc. Retirement Savings Plan in MN (505 participants, $91M 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 391020882.

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.