401(k) · DOL Form 5500 · 2023

Allied Management Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
545
Participants Below avg headcount
61st
Percentile by assets National rank
$20,960
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied 401(k) Plan · Sponsored by Allied Management Inc. · Texas · Manufacturing

$11M in assets, 545 participants

Allied Management Inc.'s Allied 401(k) Plan reported $11M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,070 in Manufacturing (18,722 peers)

Allied Management Inc. multi-year trail

Allied Management Inc.'s plans moved +64.6% in assets from 2022 to 2024; this filing shows Allied 401(k) Plan at $11M / 545 participants.

#9,070
in Manufacturing (18,722 peers)
+23.8%
assets growth YoY

Allied 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$11,423,250 Top 39% higher than 61% 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

Allied 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. Allied 401(k) Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allied 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Allied 401(k) Plan reported participants rose from 473 in the plan year 2022 filing to 545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 301007753 · Allied Management Inc. PY 2023 · 401(k)

Allied 401(k) Plan · $11M · 545 · 61st

  • PART $11M
  • PART 545
  • PART 61st
  • PART 401(k)
  • PART near Cenero LLC 401(k) Plan
  • PART ind #9070

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 Manufacturing retirement plans → · Plans in Texas →

Allied 401(k) Plan in the asset neighbourhood

Allied 401(k) Plan$11MCenero LLC 401(k) Plan$11MPrestress Services Industries, LLC 401(k) PlanPrestress Services Industrie…$11MChampion Brands, Inc. 401(k) Savings Profit Sharing PlanChampion Brands, Inc. 401(k)…$11MAvitas, Inc. Retirement Savings PlanAvitas, Inc. Retirement Savi…$11M
End-of-year total assets ($M) among Allied 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allied Management Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allied Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 64.57471728415088% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.23M $15.2M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 473 $9M
2023 1 545 $11M
2024 1 723 $15M

Allied Management Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN301007753
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allied 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allied 401(k) Plan, Total assets ($B): 0.01142325 · Participants: 545Allied 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Allied 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allied 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Cenero LLC 401(k) Plan in PA ($11M); by covered participants it is Trescal, Inc. Employee 401(k) Plan in MI (545 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Allied 401(k) Plan assets move in 2023? ▼
Allied 401(k) Plan grew sharply - up 23.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have Allied Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Management Inc.'s sponsor-wide assets grew 64.6%, from $9M to $15M.
Which 401(k) plans are similar in size to Allied 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cenero LLC 401(k) Plan in PA ($11M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Allied 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trescal, Inc. Employee 401(k) Plan in MI (545 participants, $40M 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 301007753.

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.