Profit Sharing · DOL Form 5500 · 2023

Robert J. Allen, Cpa, P.C. Profit Sharing Plan

Data updated 2026-08-25

$921K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$921,235
Avg per participant High balance/head
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Official DOL plan name: Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan · Sponsored by Robert J. Allen, Cpa, P.C. · New York · Professional & Technical Services

$921K in assets, 1 participants

Robert J. Allen, Cpa, P.C.'s Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan reported $921K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,655 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan holds $921K for 1 participant - about $921,235 per participant, among the smaller plans by assets on file.

#3,655
in Professional & Technical Services (20,321 peers)
$921K
reported net income

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$921,235 23rd percentile higher than 23% 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

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 920584466 · Robert J. Allen, Cpa, P.C. PY 2023 · Profit Sharing

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan · $921K · 1 · 23rd

  • BOOK $921K
  • BOOK 1
  • BOOK 23rd
  • BOOK Profit Sharing
  • BOOK near S.K., Inc. Profit Sharing Plan
  • BOOK ind #3655

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 Professional & Technical Services retirement plans → · Plans in New York →

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Robert J. Allen, Cpa, PC 401(k) Profit Sharing PlanRobert J. Allen, Cpa, PC 401…$921KS.K., Inc. Profit Sharing PlanS.K., Inc. Profit Sharing Pl…$921KPd's Rnb Enterprises, Inc. Profit Sharing PlanPd's Rnb Enterprises, Inc. P…$921KZj Co. Retirement Plan$921KKlarin & Associates Certified Public Accountants, Inc. Profit Sharing Plan and TrustKlarin & Associates Certifie…$922K
End-of-year total assets ($M) among Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$921K
Net Income$921K
Employer EIN920584466
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert J. Allen, Cpa, P.C.)

Sponsor-wide plan assets over time

All Robert J. Allen, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$994K 7.935760148062113% vs 2023
2024 filing year
$0.9M$0.95M$1M 20232024 $0.92M $0.99M ▲ +7.6%
Year Plans Participants Total Assets
2023 1 1 $921K
2024 1 1 $994K

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.000921235 · Participants: 1Robert J. Allen, Cpa, PC 401(k) Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is S.K., Inc. Profit Sharing Plan in NV ($921K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Robert J. Allen, Cpa, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Robert J. Allen, Cpa, P.C.'s sponsor-wide assets grew 7.9%, from $921K to $994K.
Where does Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S.K., Inc. Profit Sharing Plan in NV ($921K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert J. Allen, Cpa, PC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 920584466.

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.