401(k) · DOL Form 5500 · 2023

Allentown Mack Sales & Services 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
166
Participants Small participant base
65th
Percentile by assets National rank
$82,088
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allentown Mack 401(k) Plan and Trust · Sponsored by Allentown Mack Sales & Services · Pennsylvania · Retail Trade

$14M in assets, 166 participants

Allentown Mack Sales & Services's Allentown Mack 401(k) Plan and Trust reported $14M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,403 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Allentown Mack 401(k) Plan and Trust covers 166 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#6,403
in Retail Trade (8,414 peers)
+22.7%
assets growth YoY

Allentown Mack 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Allentown Mack 401(k) Plan and Trust vs every filed plan by assets

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

$13,626,569 Top 35% higher than 65% 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

Allentown Mack 401(k) Plan and Trust 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. Allentown Mack 401(k) Plan and Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allentown Mack 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allentown Mack 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Allentown Mack 401(k) Plan and Trust reported participants rose from 164 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232624881 · Allentown Mack Sales & Services PY 2023 · 401(k)

Allentown Mack 401(k) Plan and Trust · $14M · 166 · 65th

  • TYPE $14M
  • NET 166
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near Crew, Inc. 401(k) Retirement Plan
  • SCH ind #6403

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Allentown Mack 401(k) Plan and Trust in the asset neighbourhood

Allentown Mack 401(k) Plan and TrustAllentown Mack 401(k) Plan a…$14MCrew, Inc. 401(k) Retirement PlanCrew, Inc. 401(k) Retirement…$14MThe Gallo Corporation 401(k) Profit Sharing PlanThe Gallo Corporation 401(k)…$14MJohn a. Penney Co., Inc. Retirement Savings PlanJohn a. Penney Co., Inc. Ret…$14MCafe Rio, Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Allentown Mack 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN232624881
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allentown Mack Sales & Services)

Sponsor-wide plan assets over time

All Allentown Mack Sales & Services plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.498872940533488% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.5M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 164 $11M
2023 1 166 $14M
2024 1 176 $14M

Nearby 401(k) Plans in Pennsylvania

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

Allentown Mack 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Allentown Mack 401(k) Plan and Trust, Total assets ($B): 0.013626569 · Participants: 166Allentown Mack 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Allentown Mack 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is Crew, Inc. 401(k) Retirement Plan in CA ($14M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Allentown Mack 401(k) Plan and Trust assets move in 2023?
Allentown Mack 401(k) Plan and Trust grew sharply - up 22.7% during 2023, from $11M to $14M. Reported net income was $3M.
How have Allentown Mack Sales & Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Allentown Mack Sales & Services's sponsor-wide assets grew 30.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Allentown Mack 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Crew, Inc. 401(k) Retirement Plan in CA ($14M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Allentown Mack 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K in assets).