401(k) · DOL Form 5500 · 2023
Allergy & Ent Associates, PLLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $121,458
- Avg per participant Near avg balance/head
Official DOL plan name: Allergy and Ent Associates, PLLC 401(k) Plan and Trust · Sponsored by Allergy & Ent Associates, PLLC · Texas · Healthcare & Social Assistance
$18M in assets, 151 participants
Allergy & Ent Associates, PLLC's Allergy and Ent Associates, PLLC 401(k) Plan and Trust reported $18M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,378 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Allergy and Ent Associates, PLLC 401(k) Plan and Trust covers 151 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $18M.
- #13,378
- in Healthcare & Social Assistance (17,684 peers)
- +22.2%
- assets growth YoY
Allergy and Ent Associates, PLLC 401(k) Plan and Trust's outsized position by total assets
Allergy and Ent Associates, PLLC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,340,108 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allergy and Ent Associates, PLLC 401(k) Plan and Trust 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. Allergy and Ent Associates, PLLC 401(k) Plan and Trust sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allergy and Ent Associates, PLLC 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Allergy and Ent Associates, PLLC 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Allergy and Ent Associates, PLLC 401(k) Plan and Trust reported participants fell from 155 in the plan year 2022 filing to 151 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 742007863 · Allergy & Ent Associates, PLLC PY 2023 · 401(k)
Allergy and Ent Associates, PLLC 401(k) Plan and Trust · $18M · 151 · 71st
- VS-ST $18M
- BOY 151
- SCH 71st
- EBSA 401(k)
- PART near University of Michigan Credit Union 401(k) Savings Plan
- TYPE ind #13378
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 Texas →
Allergy and Ent Associates, PLLC 401(k) Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 742007863 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allergy & Ent Associates, PLLC)
Sponsor-wide plan assets over time
All Allergy & Ent Associates, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 37.40030385427253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $15M |
| 2023 | 1 | 151 | $18M |
| 2024 | 1 | 240 | $21M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Allergy and Ent Associates, PLLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is University of Michigan Credit Union 401(k) Savings Plan in MI ($18M); by covered participants it is Healthcorp Inc 401(k) Profit Sharing Plan & Trust in PA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- University of Michigan Credit Union 401(k) Savings Plan (MI) $18M · 191
- Foodscience, LLC 401(k) Profit Sharing Plan (VT) $18M · 233
- North Hill 401(k) Plan (MA) $18M · 385
- Employee Benefit Plan of Fearless Solutions, LLC (MD) $18M · 308
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Healthcorp Inc 401(k) Profit Sharing Plan & Trust (PA) 151 · 0 off
- Milo's Hamburgers 401(k) Plan (AL) 151 · 0 off
- Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan (CT) 151 · 0 off
- Mattea and Edwards Retirement Plan (NY) 151 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.