401(k) · DOL Form 5500 · 2022

David Allen Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
202
Participants Below avg headcount
62nd
Percentile by assets National rank
$41,973
Avg per participant Low balance/head
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Official DOL plan name: David Allen Company, Inc. 401(k) Profit Sharing Plan · Sponsored by David Allen Company, Inc. · North Carolina · Construction

$8M in assets, 202 participants

David Allen Company, Inc.'s David Allen Company, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,071 in Construction (9,927 peers)

Coverage in North Carolina

David Allen Company, Inc. 401(k) Profit Sharing Plan covers 202 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#6,071
in Construction (9,927 peers)
-16.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Allen Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

David Allen Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,478,550 Top 38% higher than 62% 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

David Allen Company, Inc. 401(k) Profit Sharing 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. David Allen Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (202 participants).

Form 5500 schedule snapshot

Filing strip 560889788 · David Allen Company, Inc. PY 2022 · 401(k)

David Allen Company, Inc. 401(k) Profit Sharing Plan · $8M · 202 · 62nd

  • PART $8M
  • TYPE 202
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Cherry Optical Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #6071

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 Construction retirement plans → · Plans in North Carolina →

David Allen Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

David Allen Company, Inc. 401(k) Profit Sharing PlanDavid Allen Company, Inc. 40…$8MCherry Optical Inc 401(k) Profit Sharing Plan & TrustCherry Optical Inc 401(k) Pr…$8MScarlet Pearl Casino Resort 401(k) PlanScarlet Pearl Casino Resort …$8MMcchrystal Group LLC 401(k) Profit Sharing Plan & TrustMcchrystal Group LLC 401(k) …$8MManassero Insurance Agency, Inc. Employees Profit Sharing PlanManassero Insurance Agency, …$8M
End-of-year total assets ($M) among David Allen Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN560889788
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Allen Company, Inc.)

Sponsor-wide plan assets over time

All David Allen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.122844089435112% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18M $23.2M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 409 $18M
2023 2 403 $20M
2024 2 377 $23M

Nearby 401(k) Plans in North Carolina

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

David Allen Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants David Allen Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00847855 · Participants: 202David Allen Company, Inc. 401(k) Profit Sharing 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
David Allen Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare David Allen Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

David Allen Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in WI ($8M); by covered participants it is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 David Allen Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
David Allen Company, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.4% during 2022, from $10M to $8M. Reported net income was -$2M.
How have David Allen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Allen Company, Inc.'s sponsor-wide assets grew 29.1%, from $18M to $23M.
Which 401(k) plans are similar in size to David Allen Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in WI ($8M, 169 participants).
Which 401(k) plans cover a similar participant headcount to David Allen Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Products, LLC 401(k) Profit Sharing Plan in MO (202 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 560889788.

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.