401(k) · DOL Form 5500 · 2023

The Allen Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
267
Participants Below avg headcount
69th
Percentile by assets National rank
$60,341
Avg per participant Low balance/head
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Official DOL plan name: The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan · Sponsored by The Allen Company, Inc. · Kentucky · Construction

$16M in assets, 267 participants

The Allen Company, Inc.'s The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan reported $16M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,072 in Construction (9,030 peers)

Coverage in Kentucky

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan covers 267 participants in Kentucky, about 41% of the average Kentucky filer (state average ~647 per filing). Assets: $16M.

#6,072
in Construction (9,030 peers)
+24.4%
assets growth YoY

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan's outsized position by total assets

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

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

$16,111,082 Top 31% higher than 69% 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

The Allen Company, Inc. 401(k) Profit Sharing Retirement 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. The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan reported participants fell from 303 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610116918 · The Allen Company, Inc. PY 2023 · 401(k)

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan · $16M · 267 · 69th

  • VS-ST $16M
  • BOY 267
  • SCH 69th
  • EBSA 401(k)
  • PART near Potesta & Associates, Inc. 401(k) Plan
  • TYPE ind #6072

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 Construction retirement plans → · Plans in Kentucky →

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

The Allen Company, Inc. 401(k) Profit Sharing Retirement PlanThe Allen Company, Inc. 401(…$16MPotesta & Associates, Inc. 401(k) PlanPotesta & Associates, Inc. 4…$16MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$16MJ.V. Manufacturing, Inc. 401(k) Profit Sharing PlanJ.V. Manufacturing, Inc. 401…$16MRio Gill 401(k) Plan & Trust$16M
End-of-year total assets ($M) among The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN610116918
Plan Effective Date1976-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (The Allen Company, Inc.)

Sponsor-wide plan assets over time

All The Allen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.82134352044403% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $18.2M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 303 $13M
2023 1 267 $16M
2024 1 338 $18M

Nearby 401(k) Plans in Kentucky

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

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.016111082 · Participants: 267The Allen Company, Inc. 401(k) Profit Sharing Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Potesta & Associates, Inc. 401(k) Plan in WV ($16M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan assets move in 2023? ▼
The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan grew sharply - up 24.4% during 2023, from $13M to $16M. Reported net income was $3M.
How have The Allen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Allen Company, Inc.'s sponsor-wide assets grew 40.8%, from $13M to $18M.
Which 401(k) plans are similar in size to The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Potesta & Associates, Inc. 401(k) Plan in WV ($16M, 64 participants).
Which 401(k) plans cover a similar participant headcount to The Allen Company, Inc. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 610116918.

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.