401(k) · DOL Form 5500 · 2023

Allison Family Inc 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$68,165
Avg per participant Below avg balance/head
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Official DOL plan name: Allison Family Inc 401(k) Profit Sharing Plan · Sponsored by Allison Family Inc · New York · Finance & Insurance

$68K in assets, 1 participants

Allison Family Inc's Allison Family Inc 401(k) Profit Sharing Plan reported $68K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #264 in Finance & Insurance (8,869 peers)

Allison Family Inc multi-year trail

Allison Family Inc's plans moved +64.9% in assets from 2022 to 2024; this filing shows Allison Family Inc 401(k) Profit Sharing Plan at $68K / 1 participant.

#264
in Finance & Insurance (8,869 peers)
-12.0%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allison Family Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Allison Family Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$68,165 5th percentile higher than 5% of 127,068 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 2023

Allison Family Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allison Family Inc 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allison Family Inc 401(k) Profit Sharing Plan reported net income fell from -$6K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • Allison Family Inc 401(k) Profit Sharing Plan end-of-year assets fell from $77K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475286522 · Allison Family Inc PY 2023 · 401(k)

Allison Family Inc 401(k) Profit Sharing Plan · $68K · 1 · 5th

  • TYPE $68K
  • NET 1
  • BOOK 5th
  • VS-ST 401(k)
  • BOY near Dnl Home Solutions Co 401(k) Plan
  • SCH ind #264

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 New York →

Allison Family Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Allison Family Inc 401(k) Profit Sharing PlanAllison Family Inc 401(k) Pr…$68KDnl Home Solutions Co 401(k) PlanDnl Home Solutions Co 401(k)…$68KHtt 401(k)$68K22 Hoops, Inc. 401(k) Plan$68KLadder Tree 401(k)$68K
End-of-year total assets ($M) among Allison Family Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allison Family Inc multi-year asset trail

Sponsor-wide plan assets over time

All Allison Family Inc plans reported in each filing year

Latest sponsor-wide plan assets
$128K 64.89408421596487% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M 202220232024 $0.08M $0.13M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 1 $77K
2023 1 1 $68K
2024 1 1 $128K

Allison Family Inc filing trail (2023)

Total Assets (Beginning of Year)$77K
Net Assets (End of Year)$68K
Net Income-$9K
Employer EIN475286522
Plan Effective Date2015-10-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Allison Family Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Allison Family Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000068165 · Participants: 1Allison Family Inc 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Allison Family Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Allison Family Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Allison Family Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dnl Home Solutions Co 401(k) Plan in TX ($68K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Allison Family Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Allison Family Inc 401(k) Profit Sharing Plan pulled back noticeably - down 12.0% during 2023, from $77K to $68K. Reported net income was -$9K.
How have Allison Family Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allison Family Inc's sponsor-wide assets grew 64.9%, from $77K to $128K.
Where does Allison Family Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Allison Family Inc 401(k) Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Allison Family Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dnl Home Solutions Co 401(k) Plan in TX ($68K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Allison Family Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475286522.

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.