Other · DOL Form 5500 · 2022

The Allendale Association Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
314
Participants Below avg headcount
79th
Percentile by assets National rank
$73,139
Avg per participant Below avg balance/head
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Official DOL plan name: Allendale Association Retirement Savings Plan · Sponsored by The Allendale Association · Illinois · Other Services

$23M in assets, 314 participants

The Allendale Association's Allendale Association Retirement Savings Plan reported $23M in total assets and 314 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,494 in Other Services (8,398 peers)

Coverage in Illinois

Allendale Association Retirement Savings Plan covers 314 participants in Illinois, about 40% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#7,494
in Other Services (8,398 peers)
-11.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allendale Association Retirement Savings Plan's outsized position by total assets

Allendale Association Retirement Savings Plan vs every filed plan by assets

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

$22,965,560 Top 21% higher than 79% 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

Allendale Association 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. Allendale Association Retirement Savings Plan sits mid-pack in the medium band (314 participants).

Form 5500 schedule snapshot

Filing strip 362177140 · The Allendale Association PY 2022 · Other

Allendale Association Retirement Savings Plan · $23M · 314 · 79th

  • NET $23M
  • NET 314
  • NET 79th
  • NET Other
  • NET near Health First Frozen 403(b) Plan
  • NET ind #7494

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 Other Services retirement plans → · Plans in Illinois →

Allendale Association Retirement Savings Plan in the asset neighbourhood

Wellpoint Care Network 403(b) Retirement PlanWellpoint Care Network 403(b…$23MAllendale Association Retirement Savings PlanAllendale Association Retire…$23MCommunity Health Centers, Inc. 403(b) Retirement PlanCommunity Health Centers, In…$23MHealth First Frozen 403(b) PlanHealth First Frozen 403(b) P…$23MMuseum Associates D/B/a Los Angeles County Museum of Art 403(b) PlanMuseum Associates D/B/a Los …$23M
End-of-year total assets ($M) among Allendale Association Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN362177140
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Allendale Association)

Sponsor-wide plan assets over time

All The Allendale Association plans reported in each filing year

Latest sponsor-wide plan assets
$36M 21.31707225826386% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.3M $35.5M ▲ +21.3%
Year Plans Participants Total Assets
2022 2 362 $29M
2023 2 367 $33M
2024 2 320 $36M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Allendale Association Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Allendale Association Retirement Savings Plan, Total assets ($B): 0.02296556 · Participants: 314Allendale Association Retirement Savings PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Allendale Association Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Allendale Association Retirement Savings Plan side-by-side with 3 peers →

Allendale Association Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Health First Frozen 403(b) Plan in FL ($23M); by covered participants it is New Communities, Inc. 403(b) Plan in ME (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Allendale Association Retirement Savings Plan assets move in 2022? ▼
Allendale Association Retirement Savings Plan pulled back noticeably - down 11.1% during 2022, from $26M to $23M. Reported net income was -$3M.
How have The Allendale Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Allendale Association's sponsor-wide assets grew 21.3%, from $29M to $36M.
Where does Allendale Association Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allendale Association Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Allendale Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Health First Frozen 403(b) Plan in FL ($23M, 321 participants).
Which Other plans cover a similar participant headcount to Allendale Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is New Communities, Inc. 403(b) Plan in ME (314 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 362177140.

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.