401(k) · DOL Form 5500 · 2023

Allen Lund Company, LLC 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
636
Participants Below avg headcount
92nd
Percentile by assets National rank
$164,432
Avg per participant Above avg balance/head
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Official DOL plan name: Allen Lund Company, LLC 401(k) Profit Sharing Plan · Sponsored by Allen Lund Company, LLC · California · Transportation & Warehousing

$105M in assets, 636 participants

Allen Lund Company, LLC's Allen Lund Company, LLC 401(k) Profit Sharing Plan reported $105M in total assets and 636 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.

  • #3,009 in Transportation & Warehousing (3,362 peers)

Where Allen Lund Company, LLC 401(k) Profit Sharing Plan sits by assets

Allen Lund Company, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $105M for 636 participants (~$164,432/participant), up 21.1% in 2023.

#3,009
in Transportation & Warehousing (3,362 peers)
+21.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Allen Lund Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Allen Lund Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$104,578,600 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 Lund Company, LLC 401(k) Profit Sharing 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 Lund Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (636 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Lund Company, LLC 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Allen Lund Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $86M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Allen Lund Company, LLC 401(k) Profit Sharing Plan reported participants rose from 563 in the plan year 2022 filing to 636 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953301897 · Allen Lund Company, LLC PY 2023 · 401(k)

Allen Lund Company, LLC 401(k) Profit Sharing Plan · $105M · 636 · 92nd

  • PHOTO $105M
  • IND 636
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Shimadzu Scientific Instruments, Inc. Retirement Plan
  • PCT ind #3009

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 California →

Allen Lund Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Smurfit Kappa North America 401(k)/Profit Sharing PlanSmurfit Kappa North America …$105MCtos, LLC 401(k) Plan$105MAllen Lund Company, LLC 401(k) Profit Sharing PlanAllen Lund Company, LLC 401(…$105MShimadzu Scientific Instruments, Inc. Retirement PlanShimadzu Scientific Instrume…$105MPathgroup 401(k) Savings Plan$105M
End-of-year total assets ($M) among Allen Lund Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$105M
Net Income$18M
Employer EIN953301897
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Lund Company, LLC)

Sponsor-wide plan assets over time

All Allen Lund Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 40.88152719997195% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.4M $122M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 563 $86M
2023 1 636 $105M
2024 1 657 $122M

Nearby 401(k) Plans in California

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

Allen Lund Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allen Lund Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.1045786 · Participants: 636Allen Lund Company, LLC 401(k) Profit Sharing 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
Allen Lund Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allen Lund Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Allen Lund Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shimadzu Scientific Instruments, Inc. Retirement Plan in MD ($105M); by covered participants it is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Lund Company, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Allen Lund Company, LLC 401(k) Profit Sharing Plan grew sharply - up 21.1% during 2023, from $86M to $105M. Reported net income was $18M.
How have Allen Lund Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Lund Company, LLC's sponsor-wide assets grew 40.9%, from $86M to $122M.
Where does Allen Lund Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Allen Lund Company, LLC 401(k) Profit Sharing 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 Lund Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shimadzu Scientific Instruments, Inc. Retirement Plan in MD ($105M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Allen Lund Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants, $94M 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 953301897.

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.