401(k) · DOL Form 5500 · 2023

Allied Workforce, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
268
Participants Below avg headcount
45th
Percentile by assets National rank
$19,605
Avg per participant Low balance/head
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Official DOL plan name: Allied Employer Group 401(k) Retirement Plan · Sponsored by Allied Workforce, Inc. · Texas · Professional & Technical Services

$5M in assets, 268 participants

Allied Workforce, Inc.'s Allied Employer Group 401(k) Retirement Plan reported $5M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,777 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Allied Employer Group 401(k) Retirement Plan covers 268 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#8,777
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY

Allied Employer Group 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allied Employer Group 401(k) Retirement Plan vs every filed plan by assets

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

$5,254,248 45th percentile higher than 45% 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

Allied Employer Group 401(k) Retirement 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. Allied Employer Group 401(k) Retirement Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Employer Group 401(k) Retirement Plan reported net income rose from -$796K in the plan year 2022 filing to $609K in the plan year 2023 filing.
  • Allied Employer Group 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Allied Employer Group 401(k) Retirement Plan reported participants fell from 288 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752133642 · Allied Workforce, Inc. PY 2023 · 401(k)

Allied Employer Group 401(k) Retirement Plan · $5M · 268 · 45th

  • SCH $5M
  • EBSA 268
  • PART 45th
  • TYPE 401(k)
  • NET near Meda Retirement Savings Plan
  • BOOK ind #8777

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 Professional & Technical Services retirement plans → · Plans in Texas →

Allied Employer Group 401(k) Retirement Plan in the asset neighbourhood

Allied Employer Group 401(k) Retirement PlanAllied Employer Group 401(k)…$5MMeda Retirement Savings Plan$5MMidwest Elastomers Inc 401(k) PlanMidwest Elastomers Inc 401(k…$5MChangepoint Retirement Plan$5MCalifornia Olive Ranch Inc. 401(k) Profit Sharing PlanCalifornia Olive Ranch Inc. …$5M
End-of-year total assets ($M) among Allied Employer Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$609K
Employer EIN752133642
Plan Effective Date1995-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Workforce, Inc.)

Sponsor-wide plan assets over time

All Allied Workforce, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.860520748029565% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.65M $6.31M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 288 $5M
2023 1 268 $5M
2024 1 273 $6M

Nearby 401(k) Plans in Texas

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

Allied Employer Group 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allied Employer Group 401(k) Retirement Plan, Total assets ($B): 0.005254248 · Participants: 268Allied Employer Group 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Allied Employer Group 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allied Employer Group 401(k) Retirement Plan side-by-side with 3 peers →

Allied Employer Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Meda Retirement Savings Plan in CA ($5M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Allied Employer Group 401(k) Retirement Plan assets move in 2023? ▼
Allied Employer Group 401(k) Retirement Plan grew at a solid clip - up 13.1% during 2023, from $5M to $5M. Reported net income was $609K.
How have Allied Workforce, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Workforce, Inc.'s sponsor-wide assets grew 35.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Allied Employer Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meda Retirement Savings Plan in CA ($5M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Allied Employer Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 participants, N/A 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 752133642.

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.