Defined Benefit (Pension) · DOL Form 5500 · 2022

Allen Operations LLC Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
81
Participants Small participant base
92nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Allen & Company · Sponsored by Allen Operations LLC · New York · Finance & Insurance

$93M in assets, 81 participants

Allen Operations LLC's Pension Plan of Allen & Company reported $93M in total assets and 81 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.

  • #8,130 in Finance & Insurance (9,261 peers)

Where Pension Plan of Allen & Company sits by assets

Pension Plan of Allen & Company sits in the top 10% of all filed plans by assets, $93M for 81 participants (~$1.2M/participant), down 18.7% in 2022.

#8,130
in Finance & Insurance (9,261 peers)
-18.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Allen & Company's outsized position by total assets

Pension Plan of Allen & Company vs every filed plan by assets

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

$93,468,681 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

Pension Plan of Allen & Company among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Allen & Company is a small filing (81 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 134195373 · Allen Operations LLC PY 2022 · Defined Benefit (Pension)

Pension Plan of Allen & Company · $93M · 81 · 92nd

  • RANK $93M
  • PHOTO 81
  • IND 92nd
  • EOY Defined Benefit (Pension)
  • 5500 near Retirement Plan for Koppers Inc.
  • ASSETS ind #8130

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 →

Pension Plan of Allen & Company in the asset neighbourhood

Continental NA Pension Plan$94MPension Plan of Allen & CompanyPension Plan of Allen & Comp…$93MRetirement Plan for Koppers Inc.Retirement Plan for Koppers …$93MTropicana Products Defined Benefit PlanTropicana Products Defined B…$93MAltru Health System Cash Balance PlanAltru Health System Cash Bal…$93M
End-of-year total assets ($M) among Pension Plan of Allen & Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$93M
Net Income-$22M
Employer EIN134195373
Plan Effective Date1963-12-16
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Allen & Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan of Allen & Company, Total assets ($B): 0.093468681 · Participants: 81Pension Plan of Allen & CompanyIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pension Plan of Allen & Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of Allen & Company side-by-side with 3 peers →

Pension Plan of Allen & Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Koppers Inc. in PA ($93M); by covered participants it is Mcilhenny Company Pension Plan in LA (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Pension Plan of Allen & Company assets move in 2022? ▼
Pension Plan of Allen & Company declined sharply - down 18.7% during 2022, from $115M to $93M. Reported net income was -$22M.
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 Pension Plan of Allen & Company rank by assets among Form 5500 filers? ▼
Pension Plan of Allen & Company 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 Defined Benefit (Pension) plans are similar in size to Pension Plan of Allen & Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Koppers Inc. in PA ($93M, 281 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Allen & Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mcilhenny Company Pension Plan in LA (81 participants, N/A 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.