401(k) · DOL Form 5500 · 2022

Allies Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
871
Participants Near avg headcount
63rd
Percentile by assets National rank
$10,532
Avg per participant Low balance/head
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Official DOL plan name: Allies, Inc. 401(k) Plan · Sponsored by Allies Inc. · New Jersey · Healthcare & Social Assistance

$9M in assets, 871 participants

Allies Inc.'s Allies, Inc. 401(k) Plan reported $9M in total assets and 871 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,780 in Healthcare & Social Assistance (20,060 peers)

Allies Inc. multi-year trail

Allies Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Allies, Inc. 401(k) Plan at $9M / 871 participants.

#13,780
in Healthcare & Social Assistance (20,060 peers)
-1.5%
assets change YoY

The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allies, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allies, Inc. 401(k) Plan vs every filed plan by assets

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

$9,173,235 Top 37% higher than 63% 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

Allies, Inc. 401(k) 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. Allies, Inc. 401(k) Plan sits mid-pack in the medium band (871 participants).

EBSA filing schedule strip

Filing strip 223677684 · Allies Inc. PY 2022 · 401(k)

Allies, Inc. 401(k) Plan · $9M · 871 · 63rd

  • BOY $9M
  • SCH 871
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #13780

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 New Jersey →

Allies, Inc. 401(k) Plan in the asset neighbourhood

Allies, Inc. 401(k) Plan$9MEqual Exchange, Inc. 401(k) Profit Sharing Plan and TrustEqual Exchange, Inc. 401(k) …$9MWanxiang America Corporation Employees 401(k)Wanxiang America Corporation…$9MLeconte Radiology, P.C. Profit Sharing PlanLeconte Radiology, P.C. Prof…$9MKc Employee's 401(k) Plan$9M
End-of-year total assets ($M) among Allies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allies Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.24456475823415% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.17M $13.8M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 871 $9M
2023 1 842 $11M
2024 1 889 $14M

Allies Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$137K
Employer EIN223677684
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Allies, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Allies, Inc. 401(k) Plan, Total assets ($B): 0.009173235 · Participants: 871Allies, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Allies, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Allies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust in MA ($9M); by covered participants it is The Hamilton-Ryker Group, Inc. 401(k) Plan in TN (871 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (871 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 Allies, Inc. 401(k) Plan assets move in 2022?
Allies, Inc. 401(k) Plan edged down modestly - down 1.5% during 2022, from $9M to $9M. Reported net income was -$137K.
How have Allies Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Allies Inc.'s sponsor-wide assets grew 50.2%, from $9M to $14M.
Which 401(k) plans are similar in size to Allies, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust in MA ($9M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Allies, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Hamilton-Ryker Group, Inc. 401(k) Plan in TN (871 participants, $1M in assets).