Defined Benefit (Pension) · DOL Form 5500 · 2023

The Allendale Association Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
46
Participants Small participant base
50th
Percentile by assets National rank
$148,674
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the Allendale Association · Sponsored by The Allendale Association · Illinois · Healthcare & Social Assistance

$7M in assets, 46 participants

The Allendale Association's Defined Benefit Pension Plan of the Allendale Association reported $7M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,861 in Healthcare & Social Assistance (17,684 peers)

The Allendale Association multi-year trail

The Allendale Association's plans moved +21.3% in assets from 2022 to 2024; this filing shows Defined Benefit Pension Plan of the Allendale Association at $7M / 46 participants.

#9,861
in Healthcare & Social Assistance (17,684 peers)
+8.0%
assets growth YoY

Defined Benefit Pension Plan of the Allendale Association's mid-pack asset rank among Healthcare & Social Assistance and all filers

Defined Benefit Pension Plan of the Allendale Association vs every filed plan by assets

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

$6,839,003 Top 50% higher than 50% 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

Defined Benefit Pension Plan of the Allendale Association among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan of the Allendale Association is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of the Allendale Association reported net income rose from -$1M in the plan year 2022 filing to $509K in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the Allendale Association end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the Allendale Association reported participants fell from 48 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362177140 · The Allendale Association PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the Allendale Association · $7M · 46 · 50th

  • SCH $7M
  • EBSA 46
  • PART 50th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Stafford Savings Bank
  • BOOK ind #9861

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 Illinois →

Defined Benefit Pension Plan of the Allendale Association in the asset neighbourhood

Umpco, Inc. Employees' Pension PlanUmpco, Inc. Employees' Pensi…$7MCommunity Memorial Hospital, Inc. Retirement Income PlanCommunity Memorial Hospital,…$7MDefined Benefit Pension Plan of the Allendale AssociationDefined Benefit Pension Plan…$7MRetirement Plan for Employees of Stafford Savings BankRetirement Plan for Employee…$7MAmended Pension Plan for Employees of Battenfeld Grease & Oil Corp. of New YorkAmended Pension Plan for Emp…$7M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the Allendale Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Allendale Association multi-year asset trail

Sponsor-wide plan assets over time

All The Allendale Association plans reported in each filing year

Latest sponsor-wide plan assets
$36M 21.31707225826386% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.3M $35.5M ▲ +21.3%
Year Plans Participants Total Assets
2022 2 362 $29M
2023 2 367 $33M
2024 2 320 $36M

The Allendale Association filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$509K
Employer EIN362177140
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of the Allendale Association vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Defined Benefit Pension Plan of the Allendale Association, Total assets ($B): 0.006839003 · Participants: 46Defined Benefit Pension Plan of the Allendale AssociationCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Defined Benefit Pension Plan of the Allendale Association vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Defined Benefit Pension Plan of the Allendale Association side-by-side with 3 peers →

Defined Benefit Pension Plan of the Allendale Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Stafford Savings Bank in CT ($7M); by covered participants it is Sdi Technologies Inc. Pension Plan in NJ (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Defined Benefit Pension Plan of the Allendale Association assets move in 2023? ▼
Defined Benefit Pension Plan of the Allendale Association grew at a solid clip - up 8.0% during 2023, from $6M to $7M. Reported net income was $509K.
How have The Allendale Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Allendale Association's sponsor-wide assets grew 21.3%, from $29M to $36M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Allendale Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Stafford Savings Bank in CT ($7M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the Allendale Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sdi Technologies Inc. Pension Plan in NJ (46 participants, N/A 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 362177140.

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.