ESOP · DOL Form 5500 · 2023
Allen Agency ESOP
Data updated 2026-08-11
- $22M
- Total assets
- 92
- Participants
- 74th
- Percentile by assets
- $238,827
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $22M
- total plan assets (2023 EOY)
- 92
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $238,827
- avg assets per participant
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.
Allen Agency across 3 plan years on file
Across the 3 plan years Allen Agency has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $30M, a gain of 110.0%, while reported participants moved from 92 to 101 (+9.8%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($14M).
Allen Agency multi-year asset trail
| 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 EIN | 010018250 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
- Sc Holdings, Inc. Employee Stock Ownership Plan $95M · 479
- Maine Drilling & Blasting Group Employee Stock Ownership Plan $85M · 425
- Johnnys Selected Seeds Employee Stock Ownership Plan $64M · 249
- Systems Engineering, Inc. Employee Stock Ownership Plan $47M · 175
- Portland Air Freight, Inc. Employee Stock Ownership Plan $45M · 85
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Allen Agency Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Allen Agency Employee Stock Ownership Plan's numbers.
- By total assets, Allen Agency Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maine. Compare plans
- Allen Agency's sponsor-wide assets have grown 110.0% since 2022 across 3 plan years on file. More Finance & Insurance plans