Defined Benefit (Pension) · DOL Form 5500 · 2023

Allen Operations LLC Pension Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
78
Participants Small participant base
91st
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Allen & Company · Sponsored by Allen Operations LLC · New York · Finance & Insurance

$99M in assets, 78 participants

Allen Operations LLC's Pension Plan of Allen & Company reported $99M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,673 in Finance & Insurance (8,869 peers)

Where Pension Plan of Allen & Company sits by assets

Pension Plan of Allen & Company sits in the top 10% of all filed plans by assets, $99M for 78 participants (~$1.3M/participant), up 6.4% in 2023.

#7,673
in Finance & Insurance (8,869 peers)
+6.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pension Plan of Allen & Company's outsized position by total assets

Pension Plan of Allen & Company vs every filed plan by assets

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

$99,450,767 Top 9% higher than 91% 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

Pension Plan of Allen & Company among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Allen & Company is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of Allen & Company reported net income rose from -$22M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pension Plan of Allen & Company end-of-year assets rose from $93M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Pension Plan of Allen & Company reported participants fell from 81 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134195373 · Allen Operations LLC PY 2023 · Defined Benefit (Pension)

Pension Plan of Allen & Company · $99M · 78 · 91st

  • PHOTO $99M
  • PHOTO 78
  • PHOTO 91st
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Teck American Incorporated Retirement Plan
  • PHOTO ind #7673

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 Finance & Insurance retirement plans → · Plans in New York →

Pension Plan of Allen & Company in the asset neighbourhood

Pension Plan of Allen & CompanyPension Plan of Allen & Comp…$99MTeck American Incorporated Retirement PlanTeck American Incorporated R…$99MPhiladelphia Federal Credit Union Defined Benefit Plan and TrustPhiladelphia Federal Credit …$99MPlumbers & Steamfitters Local 118 Pension PlanPlumbers & Steamfitters Loca…$99MAbx Air, Inc. Retirement Income PlanAbx Air, Inc. Retirement Inc…$99M
End-of-year total assets ($M) among Pension Plan of Allen & Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$99M
Net Income$7M
Employer EIN134195373
Plan Effective Date1963-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Operations LLC)

Sponsor-wide plan assets over time

All Allen Operations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$136M 23.69760503569624% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $179M $136M ▼ -23.7%
Year Plans Participants Total Assets
2022 2 288 $179M
2023 2 285 $199M
2024 2 285 $136M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan of Allen & Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan of Allen & Company, Total assets ($B): 0.099450767 · Participants: 78Pension Plan of Allen & CompanyIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan of Allen & Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of Allen & Company side-by-side with 3 peers →

Pension Plan of Allen & Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Teck American Incorporated Retirement Plan in WA ($99M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Pension Plan of Allen & Company assets move in 2023? ▼
Pension Plan of Allen & Company grew at a solid clip - up 6.4% during 2023, from $93M to $99M. Reported net income was $7M.
How have Allen Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Operations LLC's sponsor-wide assets declined 23.7%, from $179M to $136M.
Where does Pension Plan of Allen & Company rank by assets among Form 5500 filers? ▼
Pension Plan of Allen & Company ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Allen & Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teck American Incorporated Retirement Plan in WA ($99M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Allen & Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M 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 134195373.

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.