401(k) · DOL Form 5500 · 2023

Allogene Therapeutics, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
360
Participants Below avg headcount
82nd
Percentile by assets National rank
$100,415
Avg per participant Below avg balance/head
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Official DOL plan name: Allogene Therapeutics, Inc. 401(k) Plan · Sponsored by Allogene Therapeutics, Inc. · California · Professional & Technical Services

$36M in assets, 360 participants

Allogene Therapeutics, Inc.'s Allogene Therapeutics, Inc. 401(k) Plan reported $36M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,768 in Professional & Technical Services (20,321 peers)

Where Allogene Therapeutics, Inc. 401(k) Plan sits by assets

Allogene Therapeutics, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 360 participants (~$100,415/participant), up 40.7% in 2023.

#16,768
in Professional & Technical Services (20,321 peers)
+40.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Allogene Therapeutics, Inc. 401(k) Plan's outsized position by total assets

Allogene Therapeutics, Inc. 401(k) Plan vs every filed plan by assets

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

$36,149,510 Top 18% higher than 82% 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

Allogene Therapeutics, Inc. 401(k) 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. Allogene Therapeutics, Inc. 401(k) Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allogene Therapeutics, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Allogene Therapeutics, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Allogene Therapeutics, Inc. 401(k) Plan reported participants rose from 303 in the plan year 2022 filing to 360 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823562771 · Allogene Therapeutics, Inc. PY 2023 · 401(k)

Allogene Therapeutics, Inc. 401(k) Plan · $36M · 360 · 82nd

  • ASSETS $36M
  • ASSETS 360
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Levenfeld Pearlstein Member and Staff Retirement Plan
  • ASSETS ind #16768

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 California →

Allogene Therapeutics, Inc. 401(k) Plan in the asset neighbourhood

Allogene Therapeutics, Inc. 401(k) PlanAllogene Therapeutics, Inc. …$36MLevenfeld Pearlstein Member and Staff Retirement PlanLevenfeld Pearlstein Member …$36MIllinois Credit Union System Retirement Security 401(k) PlanIllinois Credit Union System…$36MAma 401(k) Plan$36MCochran Inc. 401(k) Plan$36M
End-of-year total assets ($M) among Allogene Therapeutics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$36M
Net Income$10M
Employer EIN823562771
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allogene Therapeutics, Inc.)

Sponsor-wide plan assets over time

All Allogene Therapeutics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 71.35058157584201% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.7M $44M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 303 $26M
2023 1 360 $36M
2024 1 298 $44M

Nearby 401(k) Plans in California

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

Allogene Therapeutics, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allogene Therapeutics, Inc. 401(k) Plan, Total assets ($B): 0.03614951 · Participants: 360Allogene Therapeutics, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Allogene Therapeutics, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Allogene Therapeutics, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Levenfeld Pearlstein Member and Staff Retirement Plan in IL ($36M); by covered participants it is Iq Credit Union 401(k) Plan in WA (360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Allogene Therapeutics, Inc. 401(k) Plan assets move in 2023?
Allogene Therapeutics, Inc. 401(k) Plan surged - up 40.7% during 2023, from $26M to $36M. Reported net income was $10M.
How have Allogene Therapeutics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Allogene Therapeutics, Inc.'s sponsor-wide assets grew 71.4%, from $26M to $44M.
Where does Allogene Therapeutics, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Allogene Therapeutics, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allogene Therapeutics, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Levenfeld Pearlstein Member and Staff Retirement Plan in IL ($36M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Allogene Therapeutics, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Iq Credit Union 401(k) Plan in WA (360 participants, $30M in assets).