401(k) · DOL Form 5500 · 2023
Allmon Insurance, Inc. 401(k) Plan
Data updated 2026-08-25
- $466K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $116,566
- Avg per participant Below avg balance/head
Official DOL plan name: Allmon Insurance Retirement Plan · Sponsored by Allmon Insurance, Inc. · Colorado · Finance & Insurance
$466K in assets, 4 participants
Allmon Insurance, Inc.'s Allmon Insurance Retirement Plan reported $466K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #940 in Finance & Insurance (8,869 peers)
Allmon Insurance, Inc. multi-year trail
Allmon Insurance, Inc.'s plans moved -23.1% in assets from 2022 to 2024; this filing shows Allmon Insurance Retirement Plan at $466K / 4 participants.
- #940
- in Finance & Insurance (8,869 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allmon Insurance Retirement Plan among the smaller filed plans by assets
Allmon Insurance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$466,265 17th percentile higher than 17% 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
Allmon Insurance Retirement 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. Allmon Insurance Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allmon Insurance Retirement Plan reported net income fell from $3K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
- Allmon Insurance Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Allmon Insurance Retirement Plan end-of-year assets fell from $488K in the plan year 2022 filing to $466K in the plan year 2023 filing.
DOL schedule card
Filing strip 815463108 · Allmon Insurance, Inc. PY 2023 · 401(k)
Allmon Insurance Retirement Plan · $466K · 4 · 17th
- NET $466K
- BOOK 4
- VS-ST 17th
- BOY 401(k)
- SCH near Shard Innovations Inc. 401(k) Plan
- EBSA ind #940
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 Colorado →
Allmon Insurance Retirement Plan in the asset neighbourhood
Allmon Insurance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Allmon Insurance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $375K 23.111404438304614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $488K |
| 2023 | 1 | 4 | $466K |
| 2024 | 1 | 1 | $375K |
Allmon Insurance, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $488K |
|---|---|
| Net Assets (End of Year) | $466K |
| Net Income | -$21K |
| Employer EIN | 815463108 |
| Plan Effective Date | 2017-02-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Allmon Insurance Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Shard Innovations Inc. 401(k) Plan in OR ($466K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466K here).
- Shard Innovations Inc. 401(k) Plan (OR) $466K · 7
- Mulligans Already Bought Investment Plan (OH) $466K · 1
- Sweet Holdings Inc. Retirement Plan (MN) $466K · 1
- High Point Logistics, LLC 401(k) Plan (TN) $466K · 59
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.