Defined Benefit (Pension) · DOL Form 5500 · 2022

Allgate Financial LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$309,821
Avg per participant High balance/head
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Official DOL plan name: Allgate Financial, LLC Cash Balance Pension Plan & Trust · Sponsored by Allgate Financial LLC · Illinois · Finance & Insurance

$3M in assets, 9 participants

Allgate Financial LLC's Allgate Financial, LLC Cash Balance Pension Plan & Trust reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,451 in Finance & Insurance (9,261 peers)

Allgate Financial LLC multi-year trail

Allgate Financial LLC's plans moved +25.9% in assets from 2022 to 2024; this filing shows Allgate Financial, LLC Cash Balance Pension Plan & Trust at $3M / 9 participants.

#2,451
in Finance & Insurance (9,261 peers)
+12.3%
assets growth YoY

Allgate Financial, LLC Cash Balance Pension Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Allgate Financial, LLC Cash Balance Pension Plan & Trust vs every filed plan by assets

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

$2,788,387 39th percentile higher than 39% 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

Allgate Financial, LLC Cash Balance Pension Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allgate Financial, LLC Cash Balance Pension Plan & Trust is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 208428330 · Allgate Financial LLC PY 2022 · Defined Benefit (Pension)

Allgate Financial, LLC Cash Balance Pension Plan & Trust · $3M · 9 · 39th

  • PART $3M
  • PART 9
  • PART 39th
  • PART Defined Benefit (Pension)
  • PART near The Ozurovich Group Apc Defined Benefit Pension Plan
  • PART ind #2451

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 Illinois →

Allgate Financial, LLC Cash Balance Pension Plan & Trust in the asset neighbourhood

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension PlanKurt Stormberg, D.D.S., M.S.…$3MLava Lava, LLC Defined Benefit Plan & TrustLava Lava, LLC Defined Benef…$3MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$3MAllgate Financial, LLC Cash Balance Pension Plan & TrustAllgate Financial, LLC Cash …$3MThe Ozurovich Group Apc Defined Benefit Pension PlanThe Ozurovich Group Apc Defi…$3M
End-of-year total assets ($M) among Allgate Financial, LLC Cash Balance Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Allgate Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Allgate Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.926422695271494% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.79M $3.51M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $3M
2024 1 8 $4M

Allgate Financial LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$306K
Employer EIN208428330
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Allgate Financial, LLC Cash Balance Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Allgate Financial, LLC Cash Balance Pension Plan & Trust, Total assets ($B): 0.002788387 · Participants: 9Allgate Financial, LLC Cash Balance Pension Plan & TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Allgate Financial, LLC Cash Balance Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Allgate Financial, LLC Cash Balance Pension Plan & Trust side-by-side with 3 peers →

Allgate Financial, LLC Cash Balance Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Ozurovich Group Apc Defined Benefit Pension Plan in CA ($3M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Allgate Financial, LLC Cash Balance Pension Plan & Trust assets move in 2022? ▼
Allgate Financial, LLC Cash Balance Pension Plan & Trust grew at a solid clip - up 12.3% during 2022, from $2M to $3M. Reported net income was $306K.
How have Allgate Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allgate Financial LLC's sponsor-wide assets grew 25.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Allgate Financial, LLC Cash Balance Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Ozurovich Group Apc Defined Benefit Pension Plan in CA ($3M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allgate Financial, LLC Cash Balance Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 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 208428330.

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.