401(k) · DOL Form 5500 · 2023

Allen Operations LLC 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
207
Participants
91st
Percentile by assets
$481,833
Avg per participant
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Official DOL plan name: The Allen & Company 401(k) Savings Plan · Sponsored by Allen Operations LLC · New York · Finance & Insurance

$100M in assets, 207 participants

Allen Operations LLC's The Allen & Company 401(k) Savings Plan reported $100M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,677 in Finance & Insurance (8,869 peers)

Coverage in New York

The Allen & Company 401(k) Savings Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $100M.

$100M
total plan assets (2023 EOY)
207
covered participants
91st
percentile by assets (of 127,072 plans)
$481,833
avg assets per participant

Where The Allen & Company 401(k) Savings Plan sits by total assets

The Allen & Company 401(k) Savings Plan vs every filed plan by assets

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

$99,739,477 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Allen & Company 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Allen & Company 401(k) Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $100M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Allen & Company 401(k) Savings Plan reports 207 participants - about 26% of that state average ($100M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$100M
Net Income$15M
Employer EIN134195373
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Operations LLC)

$120M$140M$160M$180M$200M$220M 202220232024 $179M $136M ▼ -23.7%
Total plan assets by year, all Allen Operations LLC plans on file
Year Plans Participants Total Assets
2022 2 288 $179M
2023 2 285 $199M
2024 2 285 $136M

Nearby 401(k) Plans in New York

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

The Allen & Company 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Allen & Company …, Total assets ($B): 0.099739477 · Participants: 207The Allen & Company …IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
The Allen & Company 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Allen & Company 401(k) Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Allen & Company 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Allen & Company 401(k) Savings Plan assets move in 2023? ▼
The Allen & Company 401(k) Savings Plan grew sharply - up 17.3% during 2023, from $85M to $100M. Reported net income was $15M.
How have Allen Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Operations LLC's sponsor-wide assets declined 23.7%, from $179M to $136M.
Where does The Allen & Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Allen & Company 401(k) Savings Plan ranks in the 91st 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 The Allen & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planned Systems International, Inc. 401(k) Plan in MD ($100M, 1,301 participants).

Next read for The Allen & Company 401(k) Savings Plan

Filing takeaways

Ways to act on The Allen & Company 401(k) Savings Plan's numbers.

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 134195373.

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.