401(k) · DOL Form 5500 · 2022
Allen Institute 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 543
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $156,487
- Avg per participant Above avg balance/head
Official DOL plan name: Allen Institute 401(k) Plan · Sponsored by Allen Institute · Washington · Professional & Technical Services
$85M in assets, 543 participants
Allen Institute's Allen Institute 401(k) Plan reported $85M in total assets and 543 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.
- #20,045 in Professional & Technical Services (21,562 peers)
Coverage in Washington
Allen Institute 401(k) Plan covers 543 participants in Washington, about 37% of the average Washington filer (state average ~1,476 per filing). Assets: $85M.
- #20,045
- in Professional & Technical Services (21,562 peers)
- -9.1%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allen Institute 401(k) Plan's outsized position by total assets
Allen Institute 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,972,220 Top 8% higher than 92% 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 Institute 401(k) 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 Institute 401(k) Plan sits mid-pack in the medium band (543 participants).
Plan-year Form 5500 strip
Filing strip 912155317 · Allen Institute PY 2022 · 401(k)
Allen Institute 401(k) Plan · $85M · 543 · 92nd
- TYPE $85M
- TYPE 543
- TYPE 92nd
- TYPE 401(k)
- TYPE near M3 Retirement Savings Plan
- TYPE ind #20045
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 Professional & Technical Services retirement plans → · Plans in Washington →
Allen Institute 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$8M |
| Employer EIN | 912155317 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Institute)
Sponsor-wide plan assets over time
All Allen Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 76.33051602041232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 543 | $85M |
| 2023 | 1 | 670 | $116M |
| 2024 | 1 | 827 | $150M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Allen Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is M3 Retirement Savings Plan in WI ($85M); by covered participants it is Ing Financial Services LLC 401(k) Savings Plan in NY (543 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- M3 Retirement Savings Plan (WI) $85M · 321
- Kldiscovery Ontrack, LLC 401(k) Plan (MN) $85M · 877
- Edison Electric Institute Cooperative Savings Plan (DC) $85M · 160
- Lincoln Investment 401(k) and Profit Sharing Plan (PA) $85M · 489
Similar participant headcount
Nearest other-state filings by covered participants (543 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.