401(k) · DOL Form 5500 · 2023

Allied Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
28th
Percentile by assets National rank
$31,786
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Allied Equipment 401(k) Plan · Sponsored by Allied Equipment, Inc. · Texas · Manufacturing

$2M in assets, 51 participants

Allied Equipment, Inc.'s Allied Equipment 401(k) Plan reported $2M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,477 in Manufacturing (18,722 peers)

2023 asset change

Allied Equipment 401(k) Plan pulled back noticeably 13.8% in 2023 ($2M → $2M) for 51 participants.

#2,477
in Manufacturing (18,722 peers)
-13.8%
assets change YoY

The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allied Equipment 401(k) Plan among the smaller filed plans by assets

Allied Equipment 401(k) Plan vs every filed plan by assets

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

$1,621,061 28th percentile higher than 28% 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 Equipment 401(k) 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. Allied Equipment 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

DOL schedule card

Filing strip 752203675 · Allied Equipment, Inc. PY 2023 · 401(k)

Allied Equipment 401(k) Plan · $2M · 51 · 28th

  • 5500 $2M
  • ASSETS 51
  • PCT 28th
  • EIN 401(k)
  • RANK near Bkem Holdings Inc. 401(k) Retirement Plan
  • PHOTO ind #2477

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 Manufacturing retirement plans → · Plans in Texas →

Allied Equipment 401(k) Plan in the asset neighbourhood

Allied Equipment 401(k) Plan$2MBkem Holdings Inc. 401(k) Retirement PlanBkem Holdings Inc. 401(k) Re…$2MRosenblad Design Group, Inc. 401(k) PlanRosenblad Design Group, Inc.…$2MNorthwest Michigan Community Action Agency 401(k) PlanNorthwest Michigan Community…$2MNissenbaum Law Group, LLC 401(k) PlanNissenbaum Law Group, LLC 40…$2M
End-of-year total assets ($M) among Allied Equipment 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$261K
Employer EIN752203675
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allied Equipment 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allied Equipment 401(k) Plan, Total assets ($B): 0.001621061 · Participants: 51Allied Equipment 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
Allied Equipment 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Allied Equipment 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bkem Holdings Inc. 401(k) Retirement Plan in LA ($2M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Equipment 401(k) Plan assets move in 2023?
Allied Equipment 401(k) Plan pulled back noticeably - down 13.8% during 2023, from $2M to $2M. Reported net income was -$261K.
Which 401(k) plans are similar in size to Allied Equipment 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bkem Holdings Inc. 401(k) Retirement Plan in LA ($2M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Allied Equipment 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A in assets).