401(k) · DOL Form 5500 · 2023

Allen Distribution 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
898
Participants Near avg headcount
58th
Percentile by assets National rank
$10,990
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allen Distribution 401(k) and Profit Sharing Plan · Sponsored by Allen Distribution · Pennsylvania · Transportation & Warehousing

$10M in assets, 898 participants

Allen Distribution's Allen Distribution 401(k) and Profit Sharing Plan reported $10M in total assets and 898 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,984 in Transportation & Warehousing (3,362 peers)

Allen Distribution multi-year trail

Allen Distribution's plans moved +89.9% in assets from 2022 to 2024; this filing shows Allen Distribution 401(k) and Profit Sharing Plan at $10M / 898 participants.

#1,984
in Transportation & Warehousing (3,362 peers)
+40.7%
assets growth YoY

Allen Distribution 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Allen Distribution 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,869,058 Top 42% higher than 58% 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

Allen Distribution 401(k) and Profit Sharing 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. Allen Distribution 401(k) and Profit Sharing Plan sits mid-pack in the medium band (898 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Distribution 401(k) and Profit Sharing Plan reported net income rose from -$827K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allen Distribution 401(k) and Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Allen Distribution 401(k) and Profit Sharing Plan reported participants rose from 845 in the plan year 2022 filing to 898 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251576445 · Allen Distribution PY 2023 · 401(k)

Allen Distribution 401(k) and Profit Sharing Plan · $10M · 898 · 58th

  • EOY $10M
  • EOY 898
  • EOY 58th
  • EOY 401(k)
  • EOY near Dutch-American Foods, Inc. 401(k) Plan
  • EOY ind #1984

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

Allen Distribution 401(k) and Profit Sharing Plan in the asset neighbourhood

Allen Distribution 401(k) and Profit Sharing PlanAllen Distribution 401(k) an…$10MDutch-American Foods, Inc. 401(k) PlanDutch-American Foods, Inc. 4…$10MRetiremint Pep$10MS L Husain Hamzavi Md PC Profit Sharing PlanS L Husain Hamzavi Md PC Pro…$10MRodefer Moss & Co, PLLC 401(k) Profit Sharing PlanRodefer Moss & Co, PLLC 401(…$10M
End-of-year total assets ($M) among Allen Distribution 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allen Distribution multi-year asset trail

Sponsor-wide plan assets over time

All Allen Distribution plans reported in each filing year

Latest sponsor-wide plan assets
$13M 89.91231209582047% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.01M $13.3M ▲ +90.0%
Year Plans Participants Total Assets
2022 1 845 $7M
2023 1 898 $10M
2024 1 1,105 $13M

Allen Distribution filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN251576445
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Allen Distribution 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Allen Distribution 401(k) and Profit Sharing Plan, Total assets ($B): 0.009869058 · Participants: 898Allen Distribution 401(k) and Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Allen Distribution 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Allen Distribution 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dutch-American Foods, Inc. 401(k) Plan in IL ($10M); by covered participants it is Vision Solar 401(k) Plan in NJ (898 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (898 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 Allen Distribution 401(k) and Profit Sharing Plan assets move in 2023?
Allen Distribution 401(k) and Profit Sharing Plan surged - up 40.7% during 2023, from $7M to $10M. Reported net income was $3M.
How have Allen Distribution plan assets changed over time?
Across 3 plan years on file (2022-2024), Allen Distribution's sponsor-wide assets grew 89.9%, from $7M to $13M.
Which 401(k) plans are similar in size to Allen Distribution 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dutch-American Foods, Inc. 401(k) Plan in IL ($10M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Allen Distribution 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Vision Solar 401(k) Plan in NJ (898 participants, $476K in assets).