401(k) · DOL Form 5500 · 2022

Allied Benefit Systems, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
413
Participants Below avg headcount
77th
Percentile by assets National rank
$46,024
Avg per participant Low balance/head
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Official DOL plan name: Allied Benefit Systems, LLC Retirement Savings Plan · Sponsored by Allied Benefit Systems, LLC · Illinois · Finance & Insurance

$19M in assets, 413 participants

Allied Benefit Systems, LLC's Allied Benefit Systems, LLC Retirement Savings Plan reported $19M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,821 in Finance & Insurance (9,261 peers)

Where Allied Benefit Systems, LLC Retirement Savings Plan sits by assets

Allied Benefit Systems, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $19M for 413 participants (~$46,024/participant), down 10.8% in 2022.

#5,821
in Finance & Insurance (9,261 peers)
-10.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allied Benefit Systems, LLC Retirement Savings Plan's outsized position by total assets

Allied Benefit Systems, LLC Retirement Savings Plan vs every filed plan by assets

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

$19,008,087 Top 23% higher than 77% 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 Benefit Systems, LLC Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Benefit Systems, LLC Retirement Savings Plan sits mid-pack in the medium band (413 participants).

Plan-year Form 5500 strip

Filing strip 363086057 · Allied Benefit Systems, LLC PY 2022 · 401(k)

Allied Benefit Systems, LLC Retirement Savings Plan · $19M · 413 · 77th

  • EBSA $19M
  • EBSA 413
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Plumas Bank 401(k) Profit Sharing Plan
  • EBSA ind #5821

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 Illinois →

Allied Benefit Systems, LLC Retirement Savings Plan in the asset neighbourhood

Allied Benefit Systems, LLC Retirement Savings PlanAllied Benefit Systems, LLC …$19MPlumas Bank 401(k) Profit Sharing PlanPlumas Bank 401(k) Profit Sh…$19MCytomx Therapeutics Inc.401(k) Profit Sharing Plan and TrustCytomx Therapeutics Inc.401(…$19MVenables Bell & Partners LLC 401(k) Profit Sharing PlanVenables Bell & Partners LLC…$19MCrown Consulting, Inc. 401(k) Profit Sharing PlanCrown Consulting, Inc. 401(k…$19M
End-of-year total assets ($M) among Allied Benefit Systems, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN363086057
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Benefit Systems, LLC)

Sponsor-wide plan assets over time

All Allied Benefit Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 74.98609407669483% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19M $33.3M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 413 $19M
2023 1 548 $26M
2024 1 626 $33M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Allied Benefit Systems, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Allied Benefit Systems, LLC Retirement Savings Plan, Total assets ($B): 0.019008087 · Participants: 413Allied Benefit Systems, LLC Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Allied Benefit Systems, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Allied Benefit Systems, LLC Retirement Savings Plan side-by-side with 3 peers →

Allied Benefit Systems, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Plumas Bank 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Benefit Systems, LLC Retirement Savings Plan assets move in 2022? ▼
Allied Benefit Systems, LLC Retirement Savings Plan pulled back noticeably - down 10.8% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Allied Benefit Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Benefit Systems, LLC's sponsor-wide assets grew 75.0%, from $19M to $33M.
Where does Allied Benefit Systems, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allied Benefit Systems, LLC Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allied Benefit Systems, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumas Bank 401(k) Profit Sharing Plan in CA ($19M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Allied Benefit Systems, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (413 participants, $28M 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 363086057.

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.