401(k) · DOL Form 5500 · 2023
Allied Specialty Resources, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $116,173
- Avg per participant Below avg balance/head
Official DOL plan name: Allied Specialty Resources, LLC 401(k) Plan · Sponsored by Allied Specialty Resources, LLC · North Carolina · Professional & Technical Services
$4M in assets, 31 participants
Allied Specialty Resources, LLC's Allied Specialty Resources, LLC 401(k) Plan reported $4M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,249 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Allied Specialty Resources, LLC 401(k) Plan holds $4M for 31 participants - about $116,173 per participant, in the lower half of filed plans by assets.
- #7,249
- in Professional & Technical Services (20,321 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $196K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allied Specialty Resources, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Allied Specialty Resources, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,601,367 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allied Specialty Resources, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Specialty Resources, LLC 401(k) Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allied Specialty Resources, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$196K in the plan year 2023 filing.
- Allied Specialty Resources, LLC 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Allied Specialty Resources, LLC 401(k) Plan reported participants rose from 30 in the plan year 2022 filing to 31 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 465121541 · Allied Specialty Resources, LLC PY 2023 · 401(k)
Allied Specialty Resources, LLC 401(k) Plan · $4M · 31 · 38th
- TYPE $4M
- NET 31
- BOOK 38th
- VS-ST 401(k)
- BOY near Modular Ai 401(k) Plan
- SCH ind #7249
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Allied Specialty Resources, LLC 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$196K |
| Employer EIN | 465121541 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allied Specialty Resources, LLC)
Sponsor-wide plan assets over time
All Allied Specialty Resources, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 7.151008779090281% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $4M |
| 2023 | 1 | 31 | $4M |
| 2024 | 1 | 31 | $4M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Allied Specialty Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Modular Ai 401(k) Plan in CA ($4M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.