2023 Form 5500 filing — Aldi Inc. Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011101223NAL0021651857001) for Aldi Inc. Retirement Savings Plan, reported by Aldi Inc. under EIN 42-1051659 and plan number 003. It reports 63,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101223NAL0021651857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aldi Inc.
- EIN
- 42-1051659
- Plan number
- 003
- Location
- Batavia, IL
- Participants
- 63,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,728,567,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,728,567,076
- Employer contributions
- $65,099,267
- Participant contributions
- $150,165,436
- Total income / additions
- $488,911,322
- Benefits paid
- $119,834,468
- Administrative expenses
- $1,956,851
- Total expenses
- $121,944,273
- Net increase / (decrease)
- $366,967,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $1,953,934 | $0 |