401(k) · DOL Form 5500 · 2022

Allen Lund Company, LLC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
563
Participants Below avg headcount
92nd
Percentile by assets National rank
$153,406
Avg per participant Above avg balance/head
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Official DOL plan name: Allen Lund Company, LLC 401(k) Profit Sharing Plan · Sponsored by Allen Lund Company, LLC · California · Transportation & Warehousing

$86M in assets, 563 participants

Allen Lund Company, LLC's Allen Lund Company, LLC 401(k) Profit Sharing Plan reported $86M in total assets and 563 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,507 in Transportation & Warehousing (3,876 peers)

Where Allen Lund Company, LLC 401(k) Profit Sharing Plan sits by assets

Allen Lund Company, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $86M for 563 participants (~$153,406/participant), down 14.3% in 2022.

#3,507
in Transportation & Warehousing (3,876 peers)
-14.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen Lund Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Allen Lund Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$86,367,681 Top 8% higher than 92% 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

Allen Lund Company, LLC 401(k) Profit Sharing 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. Allen Lund Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (563 participants).

EBSA filing schedule strip

Filing strip 953301897 · Allen Lund Company, LLC PY 2022 · 401(k)

Allen Lund Company, LLC 401(k) Profit Sharing Plan · $86M · 563 · 92nd

  • EBSA $86M
  • PART 563
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Cae USA Inc Savings Investment & Employee Benefit Plan Number 2
  • VS-ST ind #3507

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 Transportation & Warehousing retirement plans → · Plans in California →

Allen Lund Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2Cae USA Inc Savings Investme…$86MAllen Lund Company, LLC 401(k) Profit Sharing PlanAllen Lund Company, LLC 401(…$86MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$86MSev1tech, LLC 401(k) Plan$86MLl Global, Inc. 401(k) Plan$86M
End-of-year total assets ($M) among Allen Lund Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$86M
Net Income-$14M
Employer EIN953301897
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Lund Company, LLC)

Sponsor-wide plan assets over time

All Allen Lund Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 40.88152719997195% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.4M $122M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 563 $86M
2023 1 636 $105M
2024 1 657 $122M

Nearby 401(k) Plans in California

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

Allen Lund Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allen Lund Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.086367681 · Participants: 563Allen Lund Company, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Allen Lund Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allen Lund Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Allen Lund Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 in FL ($86M); by covered participants it is Iti 401(k) Plan in FL (563 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Allen Lund Company, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Allen Lund Company, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.3% during 2022, from $101M to $86M. Reported net income was -$14M.
How have Allen Lund Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Lund Company, LLC's sponsor-wide assets grew 40.9%, from $86M to $122M.
Where does Allen Lund Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Allen Lund Company, LLC 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allen Lund Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 in FL ($86M, 650 participants).
Which 401(k) plans cover a similar participant headcount to Allen Lund Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iti 401(k) Plan in FL (563 participants, $21M 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 953301897.

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.