401(k) · DOL Form 5500 · 2022

Allegiance Benefit Plan Management, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
595
Participants Below avg headcount
86th
Percentile by assets National rank
$65,304
Avg per participant Low balance/head
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Official DOL plan name: Allegiance Benefit Plan Management, Inc. 401(k) Plan · Sponsored by Allegiance Benefit Plan Management, Inc. · Montana · Finance & Insurance

$39M in assets, 595 participants

Allegiance Benefit Plan Management, Inc.'s Allegiance Benefit Plan Management, Inc. 401(k) Plan reported $39M in total assets and 595 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,130 in Finance & Insurance (9,261 peers)

Coverage in Montana

Allegiance Benefit Plan Management, Inc. 401(k) Plan covers 595 participants in Montana, 2.2x the typical Montana plan (state average ~271 per filing). Assets: $39M.

#7,130
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.4×
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.

Allegiance Benefit Plan Management, Inc. 401(k) Plan's outsized position by total assets

Allegiance Benefit Plan Management, Inc. 401(k) Plan vs every filed plan by assets

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

$38,856,054 Top 14% higher than 86% 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

Allegiance Benefit Plan Management, Inc. 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. Allegiance Benefit Plan Management, Inc. 401(k) Plan sits mid-pack in the medium band (595 participants).

DOL schedule card

Filing strip 810400550 · Allegiance Benefit Plan Management, Inc. PY 2022 · 401(k)

Allegiance Benefit Plan Management, Inc. 401(k) Plan · $39M · 595 · 86th

  • EBSA $39M
  • EBSA 595
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Vector North America, Inc. 401(k) Plan
  • EBSA ind #7130

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 Montana →

Allegiance Benefit Plan Management, Inc. 401(k) Plan in the asset neighbourhood

Allegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Mana…$39MVector North America, Inc. 401(k) PlanVector North America, Inc. 4…$39MMilwaukee Valve Company, LLC Employees' Savings Plan and TrustMilwaukee Valve Company, LLC…$39MCarolina Biological Supply Company Savings and Profit Sharing RetirementCarolina Biological Supply C…$39MFortec Medical, Inc. 401(k) Profit SharingFortec Medical, Inc. 401(k) …$39M
End-of-year total assets ($M) among Allegiance Benefit Plan Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$39M
Net Income-$8M
Employer EIN810400550
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Benefit Plan Management, Inc.)

Sponsor-wide plan assets over time

All Allegiance Benefit Plan Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 42.43226551002837% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.9M $55.3M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 595 $39M
2023 1 636 $49M
2024 1 652 $55M

Nearby 401(k) Plans in Montana

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

Allegiance Benefit Plan Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Allegiance Benefit Plan Management, Inc. 401(k) Plan, Total assets ($M): 38.856054 · Participants: 595Allegiance Benefit Plan Management, Inc. 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Allegiance Benefit Plan Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Allegiance Benefit Plan Management, Inc. 401(k) Plan side-by-side with 3 peers →

Allegiance Benefit Plan Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Vector North America, Inc. 401(k) Plan in MI ($39M); by covered participants it is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Allegiance Benefit Plan Management, Inc. 401(k) Plan assets move in 2022? ▼
Allegiance Benefit Plan Management, Inc. 401(k) Plan declined sharply - down 16.7% during 2022, from $47M to $39M. Reported net income was -$8M.
How have Allegiance Benefit Plan Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Benefit Plan Management, Inc.'s sponsor-wide assets grew 42.4%, from $39M to $55M.
Where does Allegiance Benefit Plan Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Allegiance Benefit Plan Management, Inc. 401(k) Plan ranks in the 86th 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 Allegiance Benefit Plan Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vector North America, Inc. 401(k) Plan in MI ($39M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Benefit Plan Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (595 participants, $15M 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 810400550.

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.