401(k) · DOL Form 5500 · 2022
The Allee Corporation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 382
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $8,642
- Avg per participant Low balance/head
Official DOL plan name: The Allee Corporation 401(k) Plan and Trust · Sponsored by The Allee Corporation · Texas · Retail Trade
$3M in assets, 382 participants
The Allee Corporation's The Allee Corporation 401(k) Plan and Trust reported $3M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,915 in Retail Trade (9,519 peers)
2022 asset change
The Allee Corporation 401(k) Plan and Trust pulled back noticeably 13.4% in 2022 ($4M → $3M) for 382 participants.
- #4,915
- in Retail Trade (9,519 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Allee Corporation 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers
The Allee Corporation 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,301,419 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Allee Corporation 401(k) Plan and Trust 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. The Allee Corporation 401(k) Plan and Trust sits mid-pack in the medium band (382 participants).
Published 5500 schedule card
Filing strip 751073518 · The Allee Corporation PY 2022 · 401(k)
The Allee Corporation 401(k) Plan and Trust · $3M · 382 · 42nd
- PART $3M
- PART 382
- PART 42nd
- PART 401(k)
- PART near Harrigan Lumber Co Inc Ee Benefit Plan
- PART ind #4915
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 Retail Trade retirement plans → · Plans in Texas →
The Allee Corporation 401(k) Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$510K |
| Employer EIN | 751073518 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
The Allee Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Harrigan Lumber Co Inc Ee Benefit Plan in AL ($3M); by covered participants it is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
- Autofair Ford, L.P. 401(k) Retirement Savings Plan (NH) 382 · 0 off
- Forum Credit Union 401(k) Plan (IN) 382 · 0 off
- Meadows Farms, Inc. 401(k) Profit Sharing Plan (VA) 382 · 0 off
- Mascoma Bank 401(k) Profit Sharing Plan (NH) 382 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.