Defined Benefit (Pension) · DOL Form 5500 · 2022

Allied Lending Group, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$410,037
Avg per participant High balance/head
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Official DOL plan name: Allied Lending Group, Inc. Defined Benefit Pension Plan · Sponsored by Allied Lending Group, Inc. · California · Finance & Insurance

$3M in assets, 7 participants

Allied Lending Group, Inc.'s Allied Lending Group, Inc. Defined Benefit Pension Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,484 in Finance & Insurance (9,261 peers)

Allied Lending Group, Inc. multi-year trail

Allied Lending Group, Inc.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Allied Lending Group, Inc. Defined Benefit Pension Plan at $3M / 7 participants.

#2,484
in Finance & Insurance (9,261 peers)
+14.6%
assets growth YoY

Allied Lending Group, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Allied Lending Group, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,870,259 40th percentile higher than 40% of 139,123 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 2022

Allied Lending Group, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Lending Group, Inc. Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 453038754 · Allied Lending Group, Inc. PY 2022 · Defined Benefit (Pension)

Allied Lending Group, Inc. Defined Benefit Pension Plan · $3M · 7 · 40th

  • SCH $3M
  • SCH 7
  • SCH 40th
  • SCH Defined Benefit (Pension)
  • SCH near Oregon Oncology Specialists, LLP Cash Balance Plan
  • SCH ind #2484

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 Finance & Insurance retirement plans → · Plans in California →

Allied Lending Group, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Folger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MAdvanced Pediatrics Gastroenterology Defined Benefit PlanAdvanced Pediatrics Gastroen…$3MAllied Lending Group, Inc. Defined Benefit Pension PlanAllied Lending Group, Inc. D…$3MOregon Oncology Specialists, LLP Cash Balance PlanOregon Oncology Specialists,…$3MSbera Pension Plan as Adopted by North Brookfield Savings BankSbera Pension Plan as Adopte…$3M
End-of-year total assets ($M) among Allied Lending Group, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Allied Lending Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allied Lending Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.23035973414788% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.12M $4.15M ▲ +33.0%
Year Plans Participants Total Assets
2022 2 10 $3M
2023 2 10 $4M
2024 2 9 $4M

Allied Lending Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$365K
Employer EIN453038754
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allied Lending Group, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Allied Lending Group, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002870259 · Participants: 7Allied Lending Group, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Allied Lending Group, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Allied Lending Group, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Allied Lending Group, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Oregon Oncology Specialists, LLP Cash Balance Plan in OR ($3M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allied Lending Group, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Allied Lending Group, Inc. Defined Benefit Pension Plan grew at a solid clip - up 14.6% during 2022, from $3M to $3M. Reported net income was $365K.
How have Allied Lending Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Lending Group, Inc.'s sponsor-wide assets grew 33.2%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Allied Lending Group, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oregon Oncology Specialists, LLP Cash Balance Plan in OR ($3M, 151 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allied Lending Group, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453038754.

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.