401(k) · DOL Form 5500 · 2023

Advanced Ent and Allergy, PLLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
118
Participants Small participant base
74th
Percentile by assets National rank
$181,471
Avg per participant Above avg balance/head
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Official DOL plan name: Advanced Ent and Allergy, PLLC Profit Sharing Plan · Sponsored by Advanced Ent and Allergy, PLLC · Kentucky · Healthcare & Social Assistance

$21M in assets, 118 participants

Advanced Ent and Allergy, PLLC's Advanced Ent and Allergy, PLLC Profit Sharing Plan reported $21M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,806 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Advanced Ent and Allergy, PLLC Profit Sharing Plan covers 118 participants in Kentucky, about 18% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.

#13,806
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Advanced Ent and Allergy, PLLC Profit Sharing Plan's outsized position by total assets

Advanced Ent and Allergy, PLLC Profit Sharing Plan vs every filed plan by assets

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

$21,413,601 Top 26% higher than 74% 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

Advanced Ent and Allergy, PLLC 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. Advanced Ent and Allergy, PLLC Profit Sharing Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Ent and Allergy, PLLC Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Advanced Ent and Allergy, PLLC Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Advanced Ent and Allergy, PLLC Profit Sharing Plan reported participants fell from 138 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270810245 · Advanced Ent and Allergy, PLLC PY 2023 · 401(k)

Advanced Ent and Allergy, PLLC Profit Sharing Plan · $21M · 118 · 74th

  • NET $21M
  • NET 118
  • NET 74th
  • NET 401(k)
  • NET near Fiske Brothers Refining Co. 401(k) Plan
  • NET ind #13806

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Advanced Ent and Allergy, PLLC Profit Sharing Plan in the asset neighbourhood

Advanced Ent and Allergy, PLLC Profit Sharing PlanAdvanced Ent and Allergy, PL…$21MFiske Brothers Refining Co. 401(k) PlanFiske Brothers Refining Co. …$21MSopheon 401(k) Profit Sharing PlanSopheon 401(k) Profit Sharin…$21MAmerican Association for Justice 401(k) Profit Sharing PlanAmerican Association for Jus…$21MLakeland Mental Health Center, Inc. Employees' Profit Sharing Plus PlanLakeland Mental Health Cente…$21M
End-of-year total assets ($M) among Advanced Ent and Allergy, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN270810245
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Ent and Allergy, PLLC)

Sponsor-wide plan assets over time

All Advanced Ent and Allergy, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.688024030735463% vs 2022
2023 filing year
$16M$18M$20M$22M 20222023 $17.6M $21.4M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 138 $18M
2023 2 118 $21M

Nearby 401(k) Plans in Kentucky

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

Advanced Ent and Allergy, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Advanced Ent and Allergy, PLLC Profit Sharing Plan, Total assets ($B): 0.021413601 · Participants: 118Advanced Ent and Allergy, PLLC Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Advanced Ent and Allergy, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Advanced Ent and Allergy, PLLC Profit Sharing Plan side-by-side with 3 peers →

Advanced Ent and Allergy, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Fiske Brothers Refining Co. 401(k) Plan in NJ ($21M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Advanced Ent and Allergy, PLLC Profit Sharing Plan assets move in 2023? ▼
Advanced Ent and Allergy, PLLC Profit Sharing Plan grew sharply - up 21.7% during 2023, from $18M to $21M. Reported net income was $2M.
How have Advanced Ent and Allergy, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Advanced Ent and Allergy, PLLC's sponsor-wide assets grew 21.7%, from $18M to $21M.
Which 401(k) plans are similar in size to Advanced Ent and Allergy, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiske Brothers Refining Co. 401(k) Plan in NJ ($21M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Ent and Allergy, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A 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 270810245.

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.