401(k) · DOL Form 5500 · 2023

Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
853
Participants Near avg headcount
49th
Percentile by assets National rank
$7,322
Avg per participant Low balance/head
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Official DOL plan name: Allegiance Mobile Health 401(k) Plan · Sponsored by Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health · Texas · Healthcare & Social Assistance

$6M in assets, 853 participants

Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health's Allegiance Mobile Health 401(k) Plan reported $6M in total assets and 853 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,479 in Healthcare & Social Assistance (17,684 peers)

Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health multi-year trail

Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health's plans moved +50.7% in assets from 2022 to 2024; this filing shows Allegiance Mobile Health 401(k) Plan at $6M / 853 participants.

#9,479
in Healthcare & Social Assistance (17,684 peers)
+17.5%
assets growth YoY

Allegiance Mobile Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allegiance Mobile Health 401(k) Plan vs every filed plan by assets

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

$6,245,720 49th percentile higher than 49% 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

Allegiance Mobile Health 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. Allegiance Mobile Health 401(k) Plan sits mid-pack in the medium band (853 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegiance Mobile Health 401(k) Plan reported net income rose from -$126K in the plan year 2022 filing to $930K in the plan year 2023 filing.
  • Allegiance Mobile Health 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Allegiance Mobile Health 401(k) Plan reported participants rose from 806 in the plan year 2022 filing to 853 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010915530 · Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health PY 2023 · 401(k)

Allegiance Mobile Health 401(k) Plan · $6M · 853 · 49th

  • TYPE $6M
  • NET 853
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Ncm 401(k) Plan
  • SCH ind #9479

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 Texas →

Allegiance Mobile Health 401(k) Plan in the asset neighbourhood

Allegiance Mobile Health 401(k) PlanAllegiance Mobile Health 401…$6MNcm 401(k) Plan$6MMequilibrium 401(k) Plan$6MIostudio, LLC 401(k) Plan$6MCentury Bank 401(k) Profit Sharing PlanCentury Bank 401(k) Profit S…$6M
End-of-year total assets ($M) among Allegiance Mobile Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health multi-year asset trail

Sponsor-wide plan assets over time

All Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health plans reported in each filing year

Latest sponsor-wide plan assets
$8M 50.664054240940594% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.32M $8.01M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 806 $5M
2023 1 853 $6M
2024 1 878 $8M

Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$930K
Employer EIN010915530
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allegiance Mobile Health 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allegiance Mobile Health 401(k) Plan, Total assets ($B): 0.00624572 · Participants: 853Allegiance Mobile Health 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
Allegiance Mobile Health 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allegiance Mobile Health 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ncm 401(k) Plan in OH ($6M); by covered participants it is Volvo Investment Plan in PA (853 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (853 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 Allegiance Mobile Health 401(k) Plan assets move in 2023? ▼
Allegiance Mobile Health 401(k) Plan grew sharply - up 17.5% during 2023, from $5M to $6M. Reported net income was $930K.
How have Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health's sponsor-wide assets grew 50.7%, from $5M to $8M.
Which 401(k) plans are similar in size to Allegiance Mobile Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ncm 401(k) Plan in OH ($6M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Mobile Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Volvo Investment Plan in PA (853 participants, $230M 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 010915530.

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.