401(k) · DOL Form 5500 · 2023

Allvue Systems, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
376
Participants Below avg headcount
83rd
Percentile by assets National rank
$107,153
Avg per participant Below avg balance/head
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Official DOL plan name: Allvue 401(k) Plan · Sponsored by Allvue Systems, LLC · Florida · Professional & Technical Services

$40M in assets, 376 participants

Allvue Systems, LLC's Allvue 401(k) Plan reported $40M in total assets and 376 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,041 in Professional & Technical Services (20,321 peers)

Where Allvue 401(k) Plan sits by assets

Allvue 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 376 participants (~$107,153/participant), up 25.6% in 2023.

#17,041
in Professional & Technical Services (20,321 peers)
+25.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Allvue 401(k) Plan's outsized position by total assets

Allvue 401(k) Plan vs every filed plan by assets

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

$40,289,575 Top 17% higher than 83% 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

Allvue 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. Allvue 401(k) Plan sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allvue 401(k) Plan reported net income rose from -$933K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Allvue 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Allvue 401(k) Plan reported participants fell from 414 in the plan year 2022 filing to 376 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208317010 · Allvue Systems, LLC PY 2023 · 401(k)

Allvue 401(k) Plan · $40M · 376 · 83rd

  • ASSETS $40M
  • PCT 376
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near North Star Mutual Insurance Company 401(k) Plan
  • IND ind #17041

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 Florida →

Allvue 401(k) Plan in the asset neighbourhood

Allvue 401(k) Plan$40MNorth Star Mutual Insurance Company 401(k) PlanNorth Star Mutual Insurance …$40MRetirement Path Pooled Employer PlanRetirement Path Pooled Emplo…$40MRvo Health 401(k) Retirement PlanRvo Health 401(k) Retirement…$40MSumo Logic, Inc. Retirement Savings PlanSumo Logic, Inc. Retirement …$40M
End-of-year total assets ($M) among Allvue 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)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN208317010
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allvue Systems, LLC)

Sponsor-wide plan assets over time

All Allvue Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 61.800838355246746% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.1M $51.9M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 414 $32M
2023 1 376 $40M
2024 1 343 $52M

Nearby 401(k) Plans in Florida

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

Allvue 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Allvue 401(k) Plan, Total assets ($B): 0.040289575 · Participants: 376Allvue 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Allvue 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Allvue 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is North Star Mutual Insurance Company 401(k) Plan in MN ($40M); by covered participants it is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (376 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Allvue 401(k) Plan assets move in 2023? ▼
Allvue 401(k) Plan grew sharply - up 25.6% during 2023, from $32M to $40M. Reported net income was $8M.
How have Allvue Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allvue Systems, LLC's sponsor-wide assets grew 61.8%, from $32M to $52M.
Where does Allvue 401(k) Plan rank by assets among Form 5500 filers? ▼
Allvue 401(k) Plan ranks in the 83rd 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 Allvue 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Star Mutual Insurance Company 401(k) Plan in MN ($40M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Allvue 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (376 participants, $166M 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 208317010.

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.