401(k) · DOL Form 5500 · 2023

Allied Logistics, Corp. 401(k) Plan

Data updated 2026-08-25

$765K
Total assets Small plan by assets
207
Participants Below avg headcount
21st
Percentile by assets National rank
$3,694
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied Logistics Retirement Plan · Sponsored by Allied Logistics, Corp. · Puerto Rico · Transportation & Warehousing

$765K in assets, 207 participants

Allied Logistics, Corp.'s Allied Logistics Retirement Plan reported $765K in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #732 in Transportation & Warehousing (3,362 peers)

Coverage in Puerto Rico

Allied Logistics Retirement Plan covers 207 participants in Puerto Rico, 2.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $765K.

#732
in Transportation & Warehousing (3,362 peers)
+22.6%
assets growth YoY

Allied Logistics Retirement Plan among the smaller filed plans by assets

Allied Logistics Retirement Plan vs every filed plan by assets

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

$764,706 21st percentile higher than 21% 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 Logistics 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 Logistics Retirement Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Logistics Retirement Plan reported net income rose from -$83K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Allied Logistics Retirement Plan end-of-year assets rose from $624K in the plan year 2022 filing to $765K in the plan year 2023 filing.
  • Allied Logistics Retirement Plan reported participants rose from 196 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660666190 · Allied Logistics, Corp. PY 2023 · 401(k)

Allied Logistics Retirement Plan · $765K · 207 · 21st

  • ASSETS $765K
  • PCT 207
  • EIN 21st
  • RANK 401(k)
  • PHOTO near Phyzhon Health Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #732

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

Allied Logistics Retirement Plan in the asset neighbourhood

Allied Logistics Retirement PlanAllied Logistics Retirement …$765KPhyzhon Health Inc 401(k) Profit Sharing Plan & TrustPhyzhon Health Inc 401(k) Pr…$765KToujours Care Corp. Retirement PlanToujours Care Corp. Retireme…$765KGerref Industries, Inc. 401 (K) Profit Sharing PlanGerref Industries, Inc. 401 …$765KKazzland Retirement Plan$765K
End-of-year total assets ($M) among Allied Logistics Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$624K
Net Assets (End of Year)$765K
Net Income$141K
Employer EIN660666190
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Logistics, Corp.)

Sponsor-wide plan assets over time

All Allied Logistics, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$922K 47.83760552177148% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.62M $0.92M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 196 $624K
2023 1 207 $765K
2024 1 177 $922K

Nearby 401(k) Plans in Puerto Rico

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

Allied Logistics Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Allied Logistics Retirement Plan, Total assets ($M): 0.764706 · Participants: 207Allied Logistics Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Allied Logistics Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Allied Logistics Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is Phyzhon Health Inc 401(k) Profit Sharing Plan & Trust in CA ($765K); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Logistics Retirement Plan assets move in 2023? ▼
Allied Logistics Retirement Plan grew sharply - up 22.6% during 2023, from $624K to $765K. Reported net income was $141K.
How have Allied Logistics, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Logistics, Corp.'s sponsor-wide assets grew 47.8%, from $624K to $922K.
Where does Allied Logistics Retirement Plan rank by assets among Form 5500 filers? ▼
Allied Logistics Retirement Plan ranks in the 21st 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 Allied Logistics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phyzhon Health Inc 401(k) Profit Sharing Plan & Trust in CA ($765K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Allied Logistics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 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 660666190.

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.