401(k) · DOL Form 5500 · 2023
Charles E. Allen Company, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $359,485
- Avg per participant High balance/head
Official DOL plan name: Charles E. Allen Company 401(k) Plan · Sponsored by Charles E. Allen Company, LLC · Tennessee · Real Estate
$2M in assets, 5 participants
Charles E. Allen Company, LLC's Charles E. Allen Company 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #2,295 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Charles E. Allen Company 401(k) Plan ranks #2,295 of 4,727 2023 filers by assets (1445% of the sector average)-$2M for 5 participants.
- #2,295
- in Real Estate (4,727 peers)
- +22.0%
- assets growth YoY
Charles E. Allen Company 401(k) Plan among the smaller filed plans by assets
Charles E. Allen Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,797,427 29th percentile higher than 29% 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
Charles E. Allen Company 401(k) 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. Charles E. Allen Company 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles E. Allen Company 401(k) Plan reported net income rose from -$51K in the plan year 2022 filing to $324K in the plan year 2023 filing.
- Charles E. Allen Company 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Charles E. Allen Company 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 621202366 · Charles E. Allen Company, LLC PY 2023 · 401(k)
Charles E. Allen Company 401(k) Plan · $2M · 5 · 29th
- SCH $2M
- EBSA 5
- PART 29th
- TYPE 401(k)
- NET near Elite Ambulance & Affiliates 401(k) Plan
- BOOK ind #2295
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 Real Estate retirement plans → · Plans in Tennessee →
Charles E. Allen Company 401(k) Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $324K |
| Employer EIN | 621202366 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles E. Allen Company, LLC)
Sponsor-wide plan assets over time
All Charles E. Allen Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 62.8166193077731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Charles E. Allen Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Elite Ambulance & Affiliates 401(k) Plan in IL ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.