401(k) · DOL Form 5500 · 2023

Allied Benefit Systems, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
548
Participants Below avg headcount
77th
Percentile by assets National rank
$47,227
Avg per participant Low balance/head
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Official DOL plan name: Allied Benefit Systems, LLC Retirement Savings Plan · Sponsored by Allied Benefit Systems, LLC · Illinois · Finance & Insurance

$26M in assets, 548 participants

Allied Benefit Systems, LLC's Allied Benefit Systems, LLC Retirement Savings Plan reported $26M in total assets and 548 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,768 in Finance & Insurance (8,869 peers)

Where Allied Benefit Systems, LLC Retirement Savings Plan sits by assets

Allied Benefit Systems, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 548 participants (~$47,227/participant), up 36.2% in 2023.

#5,768
in Finance & Insurance (8,869 peers)
+36.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Allied Benefit Systems, LLC Retirement Savings Plan's outsized position by total assets

Allied Benefit Systems, LLC Retirement Savings Plan vs every filed plan by assets

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

$25,880,135 Top 23% higher than 77% 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 Benefit Systems, LLC Retirement Savings 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 Benefit Systems, LLC Retirement Savings Plan sits mid-pack in the medium band (548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Benefit Systems, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Allied Benefit Systems, LLC Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Allied Benefit Systems, LLC Retirement Savings Plan reported participants rose from 413 in the plan year 2022 filing to 548 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363086057 · Allied Benefit Systems, LLC PY 2023 · 401(k)

Allied Benefit Systems, LLC Retirement Savings Plan · $26M · 548 · 77th

  • BOOK $26M
  • VS-ST 548
  • BOY 77th
  • SCH 401(k)
  • EBSA near Associated Clinical Laboratories Retirement Savings Plan
  • PART ind #5768

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 Illinois →

Allied Benefit Systems, LLC Retirement Savings Plan in the asset neighbourhood

Allied Benefit Systems, LLC Retirement Savings PlanAllied Benefit Systems, LLC …$26MAssociated Clinical Laboratories Retirement Savings PlanAssociated Clinical Laborato…$26MNucraft Furniture Company Profit Sharing & Retirement PlanNucraft Furniture Company Pr…$26MLombard International 401(k) PlanLombard International 401(k)…$26MHealthpoint 401(k) Retirement PlanHealthpoint 401(k) Retiremen…$26M
End-of-year total assets ($M) among Allied Benefit Systems, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN363086057
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Benefit Systems, LLC)

Sponsor-wide plan assets over time

All Allied Benefit Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 74.98609407669483% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19M $33.3M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 413 $19M
2023 1 548 $26M
2024 1 626 $33M

Nearby 401(k) Plans in Illinois

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

Allied Benefit Systems, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Allied Benefit Systems, LLC Retirement Savings Plan, Total assets ($B): 0.025880135 · Participants: 548Allied Benefit Systems, LLC Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Allied Benefit Systems, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Allied Benefit Systems, LLC Retirement Savings Plan side-by-side with 3 peers →

Allied Benefit Systems, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Associated Clinical Laboratories Retirement Savings Plan in PA ($26M); by covered participants it is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD (548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Benefit Systems, LLC Retirement Savings Plan assets move in 2023? ▼
Allied Benefit Systems, LLC Retirement Savings Plan surged - up 36.2% during 2023, from $19M to $26M. Reported net income was $7M.
How have Allied Benefit Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Benefit Systems, LLC's sponsor-wide assets grew 75.0%, from $19M to $33M.
Where does Allied Benefit Systems, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allied Benefit Systems, LLC Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allied Benefit Systems, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Clinical Laboratories Retirement Savings Plan in PA ($26M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Allied Benefit Systems, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD (548 participants, $56M 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 363086057.

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.