401(k) · DOL Form 5500 · 2022

Allied Mortgage Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
267
Participants Below avg headcount
66th
Percentile by assets National rank
$39,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied Mortgage Group, Inc. Profit Sharing Plan · Sponsored by Allied Mortgage Group, Inc. · Pennsylvania · Finance & Insurance

$10M in assets, 267 participants

Allied Mortgage Group, Inc.'s Allied Mortgage Group, Inc. Profit Sharing Plan reported $10M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,569 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Allied Mortgage Group, Inc. Profit Sharing Plan covers 267 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#4,569
in Finance & Insurance (9,261 peers)
-10.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allied Mortgage Group, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Allied Mortgage Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$10,458,756 Top 34% higher than 66% 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

Allied Mortgage Group, Inc. 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. Allied Mortgage Group, Inc. Profit Sharing Plan sits mid-pack in the medium band (267 participants).

DOL schedule card

Filing strip 232721546 · Allied Mortgage Group, Inc. PY 2022 · 401(k)

Allied Mortgage Group, Inc. Profit Sharing Plan · $10M · 267 · 66th

  • BOOK $10M
  • VS-ST 267
  • BOY 66th
  • SCH 401(k)
  • EBSA near Clsh 401(k) Plan
  • PART ind #4569

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Allied Mortgage Group, Inc. Profit Sharing Plan in the asset neighbourhood

Allied Mortgage Group, Inc. Profit Sharing PlanAllied Mortgage Group, Inc. …$10MClsh 401(k) Plan$10MJackson Orlando Associates 401(k) PlanJackson Orlando Associates 4…$10MC.W. Strittmatter, Inc. 401(k) PlanC.W. Strittmatter, Inc. 401(…$10MSt. Joseph's Hospital 401(k)$10M
End-of-year total assets ($M) among Allied Mortgage Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN232721546
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Mortgage Group, Inc.)

Sponsor-wide plan assets over time

All Allied Mortgage Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 26.322652521963413% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.2M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 267 $10M
2023 1 194 $12M
2024 1 203 $13M

Nearby 401(k) Plans in Pennsylvania

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

Allied Mortgage Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Allied Mortgage Group, Inc. Profit Sharing Plan, Total assets ($B): 0.010458756 · Participants: 267Allied Mortgage Group, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Allied Mortgage Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Allied Mortgage Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Allied Mortgage Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Clsh 401(k) Plan in LA ($10M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Allied Mortgage Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Allied Mortgage Group, Inc. Profit Sharing Plan pulled back noticeably - down 10.4% during 2022, from $12M to $10M. Reported net income was -$1M.
How have Allied Mortgage Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Mortgage Group, Inc.'s sponsor-wide assets grew 26.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Allied Mortgage Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clsh 401(k) Plan in LA ($10M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Allied Mortgage Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants, $67K 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 232721546.

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.