401(k)
2023 plan-year 401(k) DOL Form 5500

Allergy and Clinical Holdings, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allervie and Clinical Holdings, LLC · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Allergy and Clinical Holdings, LLC 401(k) Plan holds $15M for 450 participants — about $32,420 per participant, up 71.7% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
450
covered participants
$32,420
avg assets per participant
+71.7%
assets growth YoY
Total Assets (2023)
$15M
Participants
450
State
Industry
Healthcare & Social Assistance

What the Filing Says About Allergy and Clinical Holdings, LLC 401(k) Plan

Allergy and Clinical Holdings, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Allervie and Clinical Holdings, LLC, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 450 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 853760987, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2023 to $15M at year-end — a gain of 71.7%. Net assets (after liabilities) closed the year at $15M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$6M
Plan Type401(k)
Employer EIN853760987
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allervie and Clinical Holdings, LLC)

Year Plans Participants Total Assets
2022 1 396 $8M
2023 1 450 $15M
2024 1 563 $17M

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Frequently Asked Questions

How much money is in the Allergy and Clinical Holdings, LLC 401(k) Plan?
As of the 2023 Form 5500 filing, Allergy and Clinical Holdings, LLC 401(k) Plan holds $15M in total assets with 450 participants. It is sponsored by Allervie and Clinical Holdings, LLC.
What type of plan is Allergy and Clinical Holdings, LLC 401(k) Plan?
Allergy and Clinical Holdings, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 853760987.
Who sponsors the Allergy and Clinical Holdings, LLC 401(k) Plan?
Allergy and Clinical Holdings, LLC 401(k) Plan is sponsored by Allervie and Clinical Holdings, LLC, located in Texas. The sponsor's EIN is 853760987 and the plan operates in the Healthcare & Social Assistance industry.
How did Allergy and Clinical Holdings, LLC 401(k) Plan perform in 2023?
Allergy and Clinical Holdings, LLC 401(k) Plan grew by 71.7% during 2023, moving from $8M to $15M in total assets. Net income was $6M.
Where can I find official filings for Allergy and Clinical Holdings, LLC 401(k) Plan?
Official Form 5500 filings for Allergy and Clinical Holdings, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 853760987 or plan name at efast.dol.gov.
How does Allergy and Clinical Holdings, LLC 401(k) Plan compare to other plans?
You can compare Allergy and Clinical Holdings, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 853760987.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.