401(k) · DOL Form 5500 · 2023
Allen Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $421,557
- Avg per participant High balance/head
Official DOL plan name: Allen Associates, Inc. Profit Sharing Plan · Sponsored by Allen Associates, Inc. · New Jersey · Finance & Insurance
$8M in assets, 19 participants
Allen Associates, Inc.'s Allen Associates, Inc. Profit Sharing Plan reported $8M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #3,449 in Finance & Insurance (8,869 peers)
Allen Associates, Inc. multi-year trail
Allen Associates, Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Allen Associates, Inc. Profit Sharing Plan at $8M / 19 participants.
- #3,449
- in Finance & Insurance (8,869 peers)
- +18.7%
- assets growth YoY
Allen Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Allen Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,009,584 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allen Associates, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Associates, Inc. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allen Associates, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Allen Associates, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
DOL schedule card
Filing strip 223085869 · Allen Associates, Inc. PY 2023 · 401(k)
Allen Associates, Inc. Profit Sharing Plan · $8M · 19 · 54th
- EBSA $8M
- PART 19
- TYPE 54th
- NET 401(k)
- BOOK near Maze Therapeutics Inc 401(k) Plan
- VS-ST ind #3449
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Allen Associates, Inc. Profit Sharing Plan in the asset neighbourhood
Allen Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Allen Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 33.6643108220611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $7M |
| 2023 | 1 | 19 | $8M |
| 2024 | 1 | 18 | $9M |
Allen Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 223085869 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Allen Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Maze Therapeutics Inc 401(k) Plan in CA ($8M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
- Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
- Sola Ventures Retirement Plan (MD) 19 · 0 off
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.