401(k) · DOL Form 5500 · 2023

Allen Organ Company LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
134
Participants Small participant base
70th
Percentile by assets National rank
$129,747
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allen Organ Company Savings and Profit Sharing Plan · Sponsored by Allen Organ Company LLC · Pennsylvania · Manufacturing

$17M in assets, 134 participants

Allen Organ Company LLC's Allen Organ Company Savings and Profit Sharing Plan reported $17M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,077 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Allen Organ Company Savings and Profit Sharing Plan covers 134 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#11,077
in Manufacturing (18,722 peers)
+16.0%
assets growth YoY

Allen Organ Company Savings and Profit Sharing Plan's outsized position by total assets

Allen Organ Company Savings and Profit Sharing Plan vs every filed plan by assets

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

$17,386,037 Top 30% higher than 70% 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

Allen Organ Company Savings and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Organ Company Savings and Profit Sharing Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Organ Company Savings and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allen Organ Company Savings and Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Allen Organ Company Savings and Profit Sharing Plan reported participants rose from 129 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 300521689 · Allen Organ Company LLC PY 2023 · 401(k)

Allen Organ Company Savings and Profit Sharing Plan · $17M · 134 · 70th

  • PART $17M
  • TYPE 134
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Anco Insurance Managers, Inc. 401(k) Plan
  • BOY ind #11077

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Allen Organ Company Savings and Profit Sharing Plan in the asset neighbourhood

Allen Organ Company Savings and Profit Sharing PlanAllen Organ Company Savings …$17MAnco Insurance Managers, Inc. 401(k) PlanAnco Insurance Managers, Inc…$17MFutures Without Violence Retirement PlanFutures Without Violence Ret…$17MPeruvian Connection, LLC 401(k) & Profit Sharing PlanPeruvian Connection, LLC 401…$17MWilderness Hotel & Resort, Inc. Savings PlanWilderness Hotel & Resort, I…$17M
End-of-year total assets ($M) among Allen Organ Company Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN300521689
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Organ Company LLC)

Sponsor-wide plan assets over time

All Allen Organ Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.527794519189147% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15M $19M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 129 $15M
2023 1 134 $17M
2024 1 136 $19M

Nearby 401(k) Plans in Pennsylvania

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

Allen Organ Company Savings and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Allen Organ Company Savings and Profit Sharing Plan, Total assets ($B): 0.017386037 · Participants: 134Allen Organ Company Savings and Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Allen Organ Company Savings and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Allen Organ Company Savings and Profit Sharing Plan side-by-side with 3 peers →

Allen Organ Company Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Anco Insurance Managers, Inc. 401(k) Plan in TX ($17M); by covered participants it is Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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.

Frequently Asked Questions

How did Allen Organ Company Savings and Profit Sharing Plan assets move in 2023? ▼
Allen Organ Company Savings and Profit Sharing Plan grew sharply - up 16.0% during 2023, from $15M to $17M. Reported net income was $2M.
How have Allen Organ Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Organ Company LLC's sponsor-wide assets grew 26.5%, from $15M to $19M.
Which 401(k) plans are similar in size to Allen Organ Company Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anco Insurance Managers, Inc. 401(k) Plan in TX ($17M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Allen Organ Company Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust in NY (134 participants, $15M 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 300521689.

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.