401(k) · DOL Form 5500 · 2023

Allen Institute 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
670
Participants Below avg headcount
92nd
Percentile by assets National rank
$173,449
Avg per participant Above avg balance/head
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Official DOL plan name: Allen Institute 401(k) Plan · Sponsored by Allen Institute · Washington · Professional & Technical Services

$116M in assets, 670 participants

Allen Institute's Allen Institute 401(k) Plan reported $116M in total assets and 670 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,982 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Allen Institute 401(k) Plan covers 670 participants in Washington, about 45% of the average Washington filer (state average ~1,476 per filing). Assets: $116M.

#18,982
in Professional & Technical Services (20,321 peers)
+36.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

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

Allen Institute 401(k) Plan vs every filed plan by assets

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

$116,210,718 Top 8% higher than 92% 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

Allen Institute 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. Allen Institute 401(k) Plan sits mid-pack in the medium band (670 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Institute 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Allen Institute 401(k) Plan end-of-year assets rose from $85M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Allen Institute 401(k) Plan reported participants rose from 543 in the plan year 2022 filing to 670 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 912155317 · Allen Institute PY 2023 · 401(k)

Allen Institute 401(k) Plan · $116M · 670 · 92nd

  • SCH $116M
  • SCH 670
  • SCH 92nd
  • SCH 401(k)
  • SCH near Immucor, Inc. 401(k) Savings Plan
  • SCH ind #18982

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 Washington →

Allen Institute 401(k) Plan in the asset neighbourhood

Henny Penny Corporation Employees 401(k) Retirement PlanHenny Penny Corporation Empl…$116MAllen Institute 401(k) Plan$116MImmucor, Inc. 401(k) Savings PlanImmucor, Inc. 401(k) Savings…$116MRadiology Partners, Inc. Associate PlanRadiology Partners, Inc. Ass…$116MDigi International Inc. 401(k) Savings and Profit Sharing PlanDigi International Inc. 401(…$116M
End-of-year total assets ($M) among Allen Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$116M
Net Income$31M
Employer EIN912155317
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Institute)

Sponsor-wide plan assets over time

All Allen Institute plans reported in each filing year

Latest sponsor-wide plan assets
$150M 76.33051602041232% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $85M $150M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 543 $85M
2023 1 670 $116M
2024 1 827 $150M

Nearby 401(k) Plans in Washington

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

Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Allen Institute 401(k) Plan, Total assets ($B): 0.116210718 · Participants: 670Allen Institute 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Allen Institute 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Immucor, Inc. 401(k) Savings Plan in GA ($116M); by covered participants it is Grandvision USA Retail Holding Corporation 401(k) Plan in FL (670 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (670 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 Allen Institute 401(k) Plan assets move in 2023? ▼
Allen Institute 401(k) Plan surged - up 36.8% during 2023, from $85M to $116M. Reported net income was $31M.
How have Allen Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Institute's sponsor-wide assets grew 76.3%, from $85M to $150M.
Where does Allen Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Allen Institute 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allen Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Immucor, Inc. 401(k) Savings Plan in GA ($116M, 686 participants).
Which 401(k) plans cover a similar participant headcount to Allen Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grandvision USA Retail Holding Corporation 401(k) Plan in FL (670 participants, $18M 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 912155317.

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.