401(k) · DOL Form 5500 · 2022

Allen and Allen, Ltd. D/B/a Allen and Allen Compan 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
82
Participants Small participant base
37th
Percentile by assets National rank
$29,712
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allen and Allen Company 401(k) Plan · Sponsored by Allen and Allen, Ltd. D/B/a Allen and Allen Compan · Texas · Wholesale Trade

$2M in assets, 82 participants

Allen and Allen, Ltd. D/B/a Allen and Allen Compan's Allen and Allen Company 401(k) Plan reported $2M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,673 in Wholesale Trade (6,843 peers)

2022 asset change

Allen and Allen Company 401(k) Plan declined sharply 28.0% in 2022 ($3M → $2M) for 82 participants.

#1,673
in Wholesale Trade (6,843 peers)
-28.0%
assets change YoY

The plan reported a net loss of $949K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen and Allen Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Allen and Allen Company 401(k) Plan vs every filed plan by assets

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

$2,436,378 37th percentile higher than 37% 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

Allen and Allen Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen and Allen Company 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 741782480 · Allen and Allen, Ltd. D/B/a Allen and Allen Compan PY 2022 · 401(k)

Allen and Allen Company 401(k) Plan · $2M · 82 · 37th

  • PCT $2M
  • PCT 82
  • PCT 37th
  • PCT 401(k)
  • PCT near Silver Air Retirement Savings Plan
  • PCT ind #1673

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 Wholesale Trade retirement plans → · Plans in Texas →

Allen and Allen Company 401(k) Plan in the asset neighbourhood

Allen and Allen Company 401(k) PlanAllen and Allen Company 401(…$2MSilver Air Retirement Savings PlanSilver Air Retirement Saving…$2MPrestige Farms Inc. 401(k) Profit Sharing Plan and TrustPrestige Farms Inc. 401(k) P…$2MVineyards Country Club 401(k) PlanVineyards Country Club 401(k…$2MFreight Sales, Inc. 401(k) Profit Sharing Plan and TrustFreight Sales, Inc. 401(k) P…$2M
End-of-year total assets ($M) among Allen and Allen Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allen and Allen, Ltd. D/B/a Allen and Allen Compan years around the 2022 move

Sponsor-wide plan assets over time

All Allen and Allen, Ltd. D/B/a Allen and Allen Compan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.6421548708780005% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.44M $2.27M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 82 $2M
2023 1 90 $2M
2024 1 59 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$949K
Employer EIN741782480
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allen and Allen Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Allen and Allen Company 401(k) Plan, Total assets ($B): 0.002436378 · Participants: 82Allen and Allen Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Allen and Allen Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allen and Allen Company 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Silver Air Retirement Savings Plan in CA ($2M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Allen and Allen Company 401(k) Plan assets move in 2022? ▼
Allen and Allen Company 401(k) Plan declined sharply - down 28.0% during 2022, from $3M to $2M. Reported net income was -$949K.
How have Allen and Allen, Ltd. D/B/a Allen and Allen Compan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen and Allen, Ltd. D/B/a Allen and Allen Compan's sponsor-wide assets declined 6.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Allen and Allen Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silver Air Retirement Savings Plan in CA ($2M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Allen and Allen Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M 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 741782480.

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.