401(k) · DOL Form 5500 · 2022
Allied Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 430
- Participants Below avg headcount
- 27th
- Percentile by assets National rank
- $2,836
- Avg per participant Low balance/head
Official DOL plan name: Bottle King 401(k) Plan · Sponsored by Allied Management, Inc. · New Jersey · Retail Trade
$1M in assets, 430 participants
Allied Management, Inc.'s Bottle King 401(k) Plan reported $1M in total assets and 430 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #3,533 in Retail Trade (9,519 peers)
Allied Management, Inc. multi-year trail
Allied Management, Inc.'s plans moved +131.5% in assets from 2022 to 2024; this filing shows Bottle King 401(k) Plan at $1M / 430 participants.
- #3,533
- in Retail Trade (9,519 peers)
- +34.4%
- assets growth YoY
Bottle King 401(k) Plan among the smaller filed plans by assets
Bottle King 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,219,373 27th percentile higher than 27% 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
Bottle King 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. Bottle King 401(k) Plan sits mid-pack in the medium band (430 participants).
Form 5500 schedule snapshot
Filing strip 222069857 · Allied Management, Inc. PY 2022 · 401(k)
Bottle King 401(k) Plan · $1M · 430 · 27th
- EIN $1M
- EIN 430
- EIN 27th
- EIN 401(k)
- EIN near The Mcbride Company, Inc. Retirement Plan
- EIN ind #3533
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 New Jersey →
Bottle King 401(k) Plan in the asset neighbourhood
Allied Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Allied Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 131.46633556754168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 430 | $1M |
| 2023 | 1 | 377 | $2M |
| 2024 | 1 | 362 | $3M |
Allied Management, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $907K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $332K |
| Employer EIN | 222069857 |
| Plan Effective Date | 2020-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Bottle King 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is The Mcbride Company, Inc. Retirement Plan in MN ($1M); by covered participants it is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.
- Glencoe Regional Health Services 401(k) Retirement Plan (MN) 430 · 0 off
- Urgent Care Group 401(k) Plan (TN) 430 · 0 off
- The Athletic Media Company 401(k) Plan (CA) 430 · 0 off
- Pride Star Ems. 401(k) Plan (MA) 430 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.