401(k) · DOL Form 5500 · 2022

Allen Institute 401(k) Plan

Data updated 2026-08-11

$85M
Total assets
543
Participants
92nd
Percentile by assets
$156,487
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$85M
total plan assets (2022 EOY)
543
covered participants
92nd
percentile by assets (of 139,126 plans)
$156,487
avg assets per participant

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.

Where Allen Institute 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Allen Institute 401(k) Plan reports 543 participants - about 37% of that state average ($85M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$85M
Net Income-$8M
Employer EIN912155317
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Institute)

$60M$80M$100M$120M$140M$160M 202220232024 $85M $150M ▲ +76.3%
Total plan assets by year, all Allen Institute plans on file
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.

Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Allen Institute 401(…, Total assets ($B): 0.08497222 · Participants: 543Allen Institute 401(…The Boeing Company 4…, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 4…Microsoft Corporatio…, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporatio…Costco 401(k) Retire…, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retire…Amazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 4…, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 4…
Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allen Institute 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Allen Institute 401(k) Plan assets move in 2022?
Allen Institute 401(k) Plan pulled back noticeably - down 9.1% during 2022, from $93M to $85M. Reported net income was -$8M.
How have Allen Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), Allen Institute's sponsor-wide assets grew 76.3%, from $85M to $150M.
Where does Allen Institute 401(k) Plan rank by assets among Form 5500 filers?
Allen Institute 401(k) 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 Institute 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is M3 Retirement Savings Plan in WI ($85M, 321 participants).

Filing takeaways

Ways to act on Allen Institute 401(k) Plan's numbers.