ESOP · DOL Form 5500 · 2023

Allen Agency ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
92
Participants Small participant base
74th
Percentile by assets National rank
$238,827
Avg per participant Above avg balance/head
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Official DOL plan name: Allen Agency Employee Stock Ownership Plan · Sponsored by Allen Agency · Maine · Finance & Insurance

$22M in assets, 92 participants

Allen Agency's Allen Agency Employee Stock Ownership Plan reported $22M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,443 in Finance & Insurance (8,869 peers)

Allen Agency multi-year trail

Allen Agency's plans moved +110.0% in assets from 2022 to 2024; this filing shows Allen Agency Employee Stock Ownership Plan at $22M / 92 participants.

#5,443
in Finance & Insurance (8,869 peers)
+55.2%
assets growth YoY

Allen Agency Employee Stock Ownership Plan's outsized position by total assets

Allen Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$21,972,088 Top 26% higher than 74% 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 Agency Employee Stock Ownership 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. Allen Agency Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Agency Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Allen Agency Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 010018250 · Allen Agency PY 2023 · ESOP

Allen Agency Employee Stock Ownership Plan · $22M · 92 · 74th

  • NET $22M
  • BOOK 92
  • VS-ST 74th
  • BOY ESOP
  • SCH near First Neighborhood Bancshares, Inc. Employee Stock Ownership Plan
  • EBSA ind #5443

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 What is an ESOP? → · Plans in Maine →

Allen Agency Employee Stock Ownership Plan in the asset neighbourhood

Blue Foundry Bank Employee Stock Ownership PlanBlue Foundry Bank Employee S…$22MAllen Agency Employee Stock Ownership PlanAllen Agency Employee Stock …$22MFirst Neighborhood Bancshares, Inc. Employee Stock Ownership PlanFirst Neighborhood Bancshare…$22MZiebart International Corporation Employee Stock Ownership PlanZiebart International Corpor…$22MBollman Hat Company Employee Stock Ownership PlanBollman Hat Company Employee…$22M
End-of-year total assets ($M) among Allen Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Allen Agency multi-year asset trail

Sponsor-wide plan assets over time

All Allen Agency plans reported in each filing year

Latest sponsor-wide plan assets
$30M 109.98379817085417% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $14.2M $29.7M ▲ +110.0%
Year Plans Participants Total Assets
2022 1 92 $14M
2023 1 92 $22M
2024 1 101 $30M

Allen Agency filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$8M
Employer EIN010018250
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maine

Peer ESOP plans, same state, same plan type, ranked by total assets.

Allen Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. 0100200300400500 020406080100 Total assets ($M) Participants Allen Agency Employee Stock Ownership Plan, Total assets ($M): 21.972088 · Participants: 92Allen Agency Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.45285 · Participants: 479Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 84.621407 · Participants: 425Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 64.27302 · Participants: 249Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.084805 · Participants: 175Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 45.49657 · Participants: 85Portland Air Freight, Inc. Employee Stock Ownership Plan
Allen Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Allen Agency Employee Stock Ownership Plan side-by-side with 3 peers →

Allen Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is First Neighborhood Bancshares, Inc. Employee Stock Ownership Plan in IL ($22M); by covered participants it is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Agency Employee Stock Ownership Plan assets move in 2023? ▼
Allen Agency Employee Stock Ownership Plan surged - up 55.2% during 2023, from $14M to $22M. Reported net income was $8M.
How have Allen Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Agency's sponsor-wide assets grew 110.0%, from $14M to $30M.
Which ESOP plans are similar in size to Allen Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Neighborhood Bancshares, Inc. Employee Stock Ownership Plan in IL ($22M, 102 participants).
Which ESOP plans cover a similar participant headcount to Allen Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA (92 participants, $71M 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 010018250.

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.