401(k) · DOL Form 5500 · 2023

Thomas Allen, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
578
Participants Below avg headcount
61st
Percentile by assets National rank
$19,052
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thomas Allen, Incorporated Profit Sharing Plan · Sponsored by Thomas Allen, Inc. · Minnesota · Healthcare & Social Assistance

$11M in assets, 578 participants

Thomas Allen, Inc.'s Thomas Allen, Incorporated Profit Sharing Plan reported $11M in total assets and 578 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.

  • #11,703 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Thomas Allen, Incorporated Profit Sharing Plan grew sharply 18.8% in 2023 ($9M → $11M) for 578 participants.

#11,703
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY

Thomas Allen, Incorporated Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Thomas Allen, Incorporated Profit Sharing Plan vs every filed plan by assets

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

$11,012,328 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

Thomas Allen, Incorporated Profit Sharing 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. Thomas Allen, Incorporated Profit Sharing Plan sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas Allen, Incorporated Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Thomas Allen, Incorporated Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Thomas Allen, Incorporated Profit Sharing Plan reported participants fell from 617 in the plan year 2022 filing to 578 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411465839 · Thomas Allen, Inc. PY 2023 · 401(k)

Thomas Allen, Incorporated Profit Sharing Plan · $11M · 578 · 61st

  • EIN $11M
  • EIN 578
  • EIN 61st
  • EIN 401(k)
  • EIN near Smith Brothers Farms 401(k) Profit Sharing Plan
  • EIN ind #11703

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 Minnesota →

Thomas Allen, Incorporated Profit Sharing Plan in the asset neighbourhood

Thomas Allen, Incorporated Profit Sharing PlanThomas Allen, Incorporated P…$11MSmith Brothers Farms 401(k) Profit Sharing PlanSmith Brothers Farms 401(k) …$11MJohnson Regional Medical Center 401(k) PlanJohnson Regional Medical Cen…$11MC. Basil Ford 401(k) Plan$11MS.R. Freeman, Inc. Profit Sharing Plan & TrustS.R. Freeman, Inc. Profit Sh…$11M
End-of-year total assets ($M) among Thomas Allen, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Thomas Allen, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Thomas Allen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 2.8761346945460216% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.27M $9.54M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 617 $9M
2023 1 578 $11M
2024 1 550 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN411465839
Plan Effective Date1984-01-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Thomas Allen, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Thomas Allen, Incorporated Profit Sharing Plan, Total assets ($B): 0.011012328 · Participants: 578Thomas Allen, Incorporated Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Thomas Allen, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Thomas Allen, Incorporated Profit Sharing Plan side-by-side with 3 peers →

Thomas Allen, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Smith Brothers Farms 401(k) Profit Sharing Plan in WA ($11M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 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 (578 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 Thomas Allen, Incorporated Profit Sharing Plan assets move in 2023? ▼
Thomas Allen, Incorporated Profit Sharing Plan grew sharply - up 18.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have Thomas Allen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Allen, Inc.'s sponsor-wide assets grew 2.9%, from $9M to $10M.
Which 401(k) plans are similar in size to Thomas Allen, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Brothers Farms 401(k) Profit Sharing Plan in WA ($11M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Thomas Allen, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants, $176M 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 411465839.

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.