401(k) · DOL Form 5500 · 2022

Allen Operations LLC 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
207
Participants Below avg headcount
92nd
Percentile by assets National rank
$410,887
Avg per participant High balance/head
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Official DOL plan name: The Allen & Company 401(k) Savings Plan · Sponsored by Allen Operations LLC · New York · Finance & Insurance

$85M in assets, 207 participants

Allen Operations LLC's The Allen & Company 401(k) Savings Plan reported $85M in total assets and 207 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.

  • #8,049 in Finance & Insurance (9,261 peers)

Coverage in New York

The Allen & Company 401(k) Savings Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $85M.

#8,049
in Finance & Insurance (9,261 peers)
-15.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Allen & Company 401(k) Savings Plan's outsized position by total assets

The Allen & Company 401(k) Savings Plan vs every filed plan by assets

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

$85,053,604 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

The Allen & Company 401(k) Savings 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. The Allen & Company 401(k) Savings Plan sits mid-pack in the medium band (207 participants).

DOL schedule card

Filing strip 134195373 · Allen Operations LLC PY 2022 · 401(k)

The Allen & Company 401(k) Savings Plan · $85M · 207 · 92nd

  • 5500 $85M
  • ASSETS 207
  • PCT 92nd
  • EIN 401(k)
  • RANK near Dubois Chemicals, Inc. Retirement Savings Plan
  • PHOTO ind #8049

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 New York →

The Allen & Company 401(k) Savings Plan in the asset neighbourhood

Mile Bluff Medical Center, Inc. 401(k) PlanMile Bluff Medical Center, I…$85MThe Allen & Company 401(k) Savings PlanThe Allen & Company 401(k) S…$85MDubois Chemicals, Inc. Retirement Savings PlanDubois Chemicals, Inc. Retir…$85MWard and Smith, P.a. 401(k) and Profit Sharing PlanWard and Smith, P.a. 401(k) …$85MChg Group, Inc. Profit Sharing & 401(k) PlanChg Group, Inc. Profit Shari…$85M
End-of-year total assets ($M) among The Allen & Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$85M
Net Income-$15M
Employer EIN134195373
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Operations LLC)

Sponsor-wide plan assets over time

All Allen Operations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$136M 23.69760503569624% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $179M $136M ▼ -23.7%
Year Plans Participants Total Assets
2022 2 288 $179M
2023 2 285 $199M
2024 2 285 $136M

Nearby 401(k) Plans in New York

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

The Allen & Company 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Allen & Company 401(k) Savings Plan, Total assets ($B): 0.085053604 · Participants: 207The Allen & Company 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Allen & Company 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Allen & Company 401(k) Savings Plan side-by-side with 3 peers →

The Allen & Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dubois Chemicals, Inc. Retirement Savings Plan in OH ($85M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 The Allen & Company 401(k) Savings Plan assets move in 2022? ▼
The Allen & Company 401(k) Savings Plan declined sharply - down 15.3% during 2022, from $100M to $85M. Reported net income was -$15M.
How have Allen Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Operations LLC's sponsor-wide assets declined 23.7%, from $179M to $136M.
Where does The Allen & Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Allen & Company 401(k) Savings 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 The Allen & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dubois Chemicals, Inc. Retirement Savings Plan in OH ($85M, 930 participants).
Which 401(k) plans cover a similar participant headcount to The Allen & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 134195373.

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.