401(k)
2022 plan-year 401(k) DOL Form 5500

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Allen Company, Inc. · Kentucky · Construction

What the 2023 filing shows

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan holds $13M for 303 participants — about $42,747 per participant, down 16.0% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
303
covered participants
$42,747
avg assets per participant
-16.0%
assets change YoY

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.

Total Assets (2023)
$13M
Participants
303
State
Industry
Construction

What the Filing Says About The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan is a 401(k) retirement plan sponsored by The Allen Company, Inc., headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 303 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 610116918, and the plan has been effective since 1976-08-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $13M at year-end — a decline of 16.0%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-2,472,196 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-2,472,196
Plan Type401(k)
Employer EIN610116918
Plan Effective Date1976-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (The Allen Company, Inc.)

Year Plans Participants Total Assets
2022 1 303 $13M
2023 1 267 $16M
2024 1 338 $18M

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan?
As of the 2022 Form 5500 filing, The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan holds $13M in total assets with 303 participants. It is sponsored by The Allen Company, Inc..
What type of plan is The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan?
The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan is a 401(k) plan. It has been effective since 1976-08-23. The plan is filed with the U.S. Department of Labor under EIN 610116918.
Who sponsors the The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan?
The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan is sponsored by The Allen Company, Inc., located in Kentucky. The sponsor's EIN is 610116918 and the plan operates in the Construction industry.
How did The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan perform in 2022?
The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan declined by 16.0% during 2022, moving from $15M to $13M in total assets. Net income was $-2,472,196.
Where can I find official filings for The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan?
Official Form 5500 filings for The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610116918 or plan name at efast.dol.gov.
How does The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan compare to other plans?
You can compare The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 610116918.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.