401(k) · DOL Form 5500 · 2022

Allergy Partners, PLLC 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
820
Participants Near avg headcount
92nd
Percentile by assets National rank
$116,543
Avg per participant Below avg balance/head
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Official DOL plan name: Allergy Partners Management LLC Retirement Savings Plan · Sponsored by Allergy Partners, PLLC · North Carolina · Healthcare & Social Assistance

$96M in assets, 820 participants

Allergy Partners, PLLC's Allergy Partners Management LLC Retirement Savings Plan reported $96M in total assets and 820 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.

  • #18,770 in Healthcare & Social Assistance (20,060 peers)

Where Allergy Partners Management LLC Retirement Savings Plan sits by assets

Allergy Partners Management LLC Retirement Savings Plan sits in the top 10% of all filed plans by assets, $96M for 820 participants (~$116,543/participant), down 12.4% in 2022.

#18,770
in Healthcare & Social Assistance (20,060 peers)
-12.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allergy Partners Management LLC Retirement Savings Plan's outsized position by total assets

Allergy Partners Management LLC Retirement Savings Plan vs every filed plan by assets

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

$95,565,493 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

Allergy Partners Management LLC Retirement 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. Allergy Partners Management LLC Retirement Savings Plan sits mid-pack in the medium band (820 participants).

Published 5500 schedule card

Filing strip 561249571 · Allergy Partners, PLLC PY 2022 · 401(k)

Allergy Partners Management LLC Retirement Savings Plan · $96M · 820 · 92nd

  • EOY $96M
  • EOY 820
  • EOY 92nd
  • EOY 401(k)
  • EOY near Icw Group Holdings, Inc. Salary Savings Plan
  • EOY ind #18770

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Allergy Partners Management LLC Retirement Savings Plan in the asset neighbourhood

Sfs Group USA 401(k) Plan$96MAllergy Partners Management LLC Retirement Savings PlanAllergy Partners Management …$96MIndiana Packers Corporation 401(k) Retirement Savings PlanIndiana Packers Corporation …$96MIcw Group Holdings, Inc. Salary Savings PlanIcw Group Holdings, Inc. Sal…$96MUniversity Orthopedics, Inc. 401(k) PlanUniversity Orthopedics, Inc.…$96M
End-of-year total assets ($M) among Allergy Partners Management LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$96M
Net Income-$13M
Employer EIN561249571
Plan Effective Date1979-09-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Allergy Partners, PLLC)

Sponsor-wide plan assets over time

All Allergy Partners, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$136M 42.830854228942236% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $95.6M $137M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 820 $96M
2023 1 925 $120M
2024 1 988 $136M

Nearby 401(k) Plans in North Carolina

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

Allergy Partners Management LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Allergy Partners Management LLC Retirement Savings Plan, Total assets ($B): 0.095565493 · Participants: 820Allergy Partners Management LLC Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Allergy Partners Management LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Allergy Partners Management LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Icw Group Holdings, Inc. Salary Savings Plan in CA ($96M); by covered participants it is Shoptikal 401(k) Plan in WI (820 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (820 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 Allergy Partners Management LLC Retirement Savings Plan assets move in 2022?
Allergy Partners Management LLC Retirement Savings Plan pulled back noticeably - down 12.4% during 2022, from $109M to $96M. Reported net income was -$13M.
How have Allergy Partners, PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Allergy Partners, PLLC's sponsor-wide assets grew 42.8%, from $96M to $136M.
Where does Allergy Partners Management LLC Retirement Savings Plan rank by assets among Form 5500 filers?
Allergy Partners Management LLC Retirement 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 Allergy Partners Management LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Icw Group Holdings, Inc. Salary Savings Plan in CA ($96M, 898 participants).
Which 401(k) plans cover a similar participant headcount to Allergy Partners Management LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Shoptikal 401(k) Plan in WI (820 participants, $38M in assets).