401(k) · DOL Form 5500 · 2023
Allman & Allman a Professional 401(k) Plan
Data updated 2026-08-25
- $360K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $72,082
- Avg per participant Below avg balance/head
Official DOL plan name: Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust · Sponsored by Allman & Allman a Professional · California · Professional & Technical Services
$360K in assets, 5 participants
Allman & Allman a Professional's Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust reported $360K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #2,336 in Professional & Technical Services (20,321 peers)
Allman & Allman a Professional multi-year trail
Allman & Allman a Professional's plans moved +46.1% in assets from 2022 to 2024; this filing shows Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust at $360K / 5 participants.
- #2,336
- in Professional & Technical Services (20,321 peers)
- -30.0%
- assets change YoY
The plan reported a net loss of $155K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$360,409 15th percentile higher than 15% 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
Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust reported net income fell from $39K in the plan year 2022 filing to -$155K in the plan year 2023 filing.
- Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $515K in the plan year 2022 filing to $360K in the plan year 2023 filing.
- Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810892435 · Allman & Allman a Professional PY 2023 · 401(k)
Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust · $360K · 5 · 15th
- TYPE $360K
- NET 5
- BOOK 15th
- VS-ST 401(k)
- BOY near Fiji Fitness, Inc. 401(k) Plan
- SCH ind #2336
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 California →
Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Allman & Allman a Professional multi-year asset trail
Sponsor-wide plan assets over time
All Allman & Allman a Professional plans reported in each filing year
- Latest sponsor-wide plan assets
- $753K 46.11392323957199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $515K |
| 2023 | 1 | 5 | $360K |
| 2024 | 1 | 7 | $753K |
Allman & Allman a Professional filing trail (2023)
| Total Assets (Beginning of Year) | $515K |
|---|---|
| Net Assets (End of Year) | $360K |
| Net Income | -$155K |
| Employer EIN | 810892435 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Allman & Allman a Professional 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Fiji Fitness, Inc. 401(k) Plan in NJ ($360K); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360K here).
- Fiji Fitness, Inc. 401(k) Plan (NJ) $360K · 2
- Kuhl Hospitality Corp 401(k) Plan (AZ) $360K · 2
- Elr, Inc. 401(k) Profit Sharing Plan (WI) $361K · 2
- Adjr Ventures Inc. 401(k) Plan (VA) $361K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- Designworks Creative 401(k) Plan (ID) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.