Plain-English plan 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, Aldi Inc. Retirement Savings Plan is a benefit plan reported by Aldi Inc. under EIN 42-1051659 and plan number 003. The latest loaded filing year is 2023. The filing reports 63,329 participants and $1,728,567,076 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,728,567,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,728,567,076
- Net assets (BOY)
- $1,361,600,027
Income & contributions
- Employer contributions
- $65,099,267
- Participant contributions
- $150,165,436
- Total contributions
- $223,730,932
- Total income / additions
- $488,911,322
Expenses & distributions
- Benefits paid
- $119,834,468
- Administrative expenses
- $1,956,851
- Total expenses
- $121,944,273
- Net increase / (decrease)
- $366,967,049