ESOP · DOL Form 5500 · 2022
Allen Agency ESOP
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $153,928
- Avg per participant Above avg balance/head
Official DOL plan name: Allen Agency Employee Stock Ownership Plan · Sponsored by Allen Agency · Maine · Finance & Insurance
$14M in assets, 92 participants
Allen Agency's Allen Agency Employee Stock Ownership Plan reported $14M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,197 in Finance & Insurance (9,261 peers)
Allen Agency multi-year trail
Allen Agency's plans moved +110.0% in assets from 2022 to 2024; this filing shows Allen Agency Employee Stock Ownership Plan at $14M / 92 participants.
- #5,197
- in Finance & Insurance (9,261 peers)
- +17.9%
- assets growth YoY
Allen Agency Employee Stock Ownership Plan's outsized position by total assets
Allen Agency Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,161,364 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Allen Agency Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Agency Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 010018250 · Allen Agency PY 2022 · ESOP
Allen Agency Employee Stock Ownership Plan · $14M · 92 · 72nd
- IND $14M
- IND 92
- IND 72nd
- IND ESOP
- IND near Miller Engineers, Inc. Employee Stock Ownership Plan
- IND ind #5197
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 What is an ESOP? → · Plans in Maine →
Allen Agency Employee Stock Ownership Plan in the asset neighbourhood
Allen Agency multi-year asset trail
Sponsor-wide plan assets over time
All Allen Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 109.98379817085417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $14M |
| 2023 | 1 | 92 | $22M |
| 2024 | 1 | 101 | $30M |
Allen Agency filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $3M |
| Employer EIN | 010018250 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Maine
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Maine Drilling and Blasting Group Employee Stock Ownership Plan $74M · 321
- Sc Holdings, Inc. Employee Stock Ownership Plan $71M · 345
- Johnnys Selected Seeds Employee Stock Ownership Plan $58M · 252
- Portland Air Freight, Inc. Employee Stock Ownership Plan $40M · 82
- Systems Engineering, Inc. Employee Stock Ownership Plan $40M · 169
Allen Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Maine, the nearest ESOP by assets is Miller Engineers, Inc. Employee Stock Ownership Plan in NM ($14M); by covered participants it is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 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.