ESOP · DOL Form 5500 · 2022
Allen Agency ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 92
- Participants
- 72nd
- Percentile by assets
- $153,928
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $14M
- total plan assets (2022 EOY)
- 92
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $153,928
- avg assets per participant
Where Allen Agency Employee Stock Ownership Plan sits 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 across 3 plan years on file
Across the 3 plan years Allen Agency has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $30M, a gain of 110.0%, while reported participants moved from 92 to 101 (+9.8%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($14M).
Allen Agency multi-year asset trail
| 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.
Allen Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Allen Agency Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Allen Agency Employee Stock Ownership Plan's numbers.
- By total assets, Allen Agency Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maine. Compare plans
- Allen Agency's sponsor-wide assets have grown 110.0% since 2022 across 3 plan years on file. More Finance & Insurance plans