401(k) · DOL Form 5500 · 2023

Allergy Asthma & Immunology 401(k) Plan

Data updated 2026-08-25

$8K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
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Official DOL plan name: Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust · Sponsored by Allergy Asthma & Immunology · Minnesota · Healthcare & Social Assistance

$8K in assets, N/A participants

Allergy Asthma & Immunology's Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust reported $8K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #169 in Healthcare & Social Assistance (17,684 peers)

Allergy Asthma & Immunology multi-year trail

Allergy Asthma & Immunology's plans moved -93.9% in assets from 2022 to 2023; this filing shows Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust at $8K / N/A participants.

#169
in Healthcare & Social Assistance (17,684 peers)
-93.9%
assets change YoY

The plan reported a net loss of $124K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,066 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $132K in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust reported net income rose from -$136K in the plan year 2022 filing to -$124K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200304197 · Allergy Asthma & Immunology PY 2023 · 401(k)

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust · $8K · N/A · 1st

  • 5500 $8K
  • 5500 N/A
  • 5500 1st
  • 5500 401(k)
  • 5500 near Paulsen-Catt, Inc. 401(k) Plan
  • 5500 ind #169

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & TrustAllergy Asthma & Immunology …$8KPaulsen-Catt, Inc. 401(k) PlanPaulsen-Catt, Inc. 401(k) Pl…$8KCarolina Cataract and Laser Center, LLC 401(k) Profit Sharing PlanCarolina Cataract and Laser …$8KDormie Inc 401(k) Plan$8KMelissa Management Retirement PlanMelissa Management Retiremen…$8K
End-of-year total assets ($M) among Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allergy Asthma & Immunology multi-year asset trail

Sponsor-wide plan assets over time

All Allergy Asthma & Immunology plans reported in each filing year

Latest sponsor-wide plan assets
$8K 93.90421777344487% vs 2022
2023 filing year
$0M$0.05M$0.1M$0.15M 20222023 $0.13M $0.01M ▼ -92.3%
Year Plans Participants Total Assets
2022 1 N/A $132K
2023 1 N/A $8K

Allergy Asthma & Immunology filing trail (2023)

Total Assets (Beginning of Year)$132K
Net Assets (End of Year)$8K
Net Income-$124K
Employer EIN200304197
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000008066 · Participants: 0Allergy Asthma & Immunology 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust's closest out-of-state 401(k) peers by assets

Outside Minnesota, the nearest 401(k) by end-of-year assets is Paulsen-Catt, Inc. 401(k) Plan in WA at $8K (this filing: $8K).

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 Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust assets move in 2023?
Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust contracted severely - down 93.9% during 2023, from $132K to $8K. Reported net income was -$124K.
How have Allergy Asthma & Immunology plan assets changed over time?
Across 2 plan years on file (2022-2023), Allergy Asthma & Immunology's sponsor-wide assets declined 93.9%, from $132K to $8K.
Where does Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Paulsen-Catt, Inc. 401(k) Plan in WA ($8K, 3 participants).