Other · DOL Form 5500 · 2023

The Allendale Association Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
321
Participants Below avg headcount
77th
Percentile by assets National rank
$82,032
Avg per participant Below avg balance/head
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Official DOL plan name: Allendale Association Retirement Savings Plan · Sponsored by The Allendale Association · Illinois · Other Services

$26M in assets, 321 participants

The Allendale Association's Allendale Association Retirement Savings Plan reported $26M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,941 in Other Services (7,857 peers)

Coverage in Illinois

Allendale Association Retirement Savings Plan covers 321 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

#6,941
in Other Services (7,857 peers)
+14.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Allendale Association Retirement Savings Plan's outsized position by total assets

Allendale Association Retirement Savings Plan vs every filed plan by assets

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

$26,332,145 Top 23% higher than 77% 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

Allendale Association Retirement Savings 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. Allendale Association Retirement Savings Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allendale Association Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allendale Association Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Allendale Association Retirement Savings Plan reported participants rose from 314 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362177140 · The Allendale Association PY 2023 · Other

Allendale Association Retirement Savings Plan · $26M · 321 · 77th

  • NET $26M
  • NET 321
  • NET 77th
  • NET Other
  • NET near Iowa Ironworkers Heavy Highway Defined Contribution Plan
  • NET ind #6941

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 Other Services retirement plans → · Plans in Illinois →

Allendale Association Retirement Savings Plan in the asset neighbourhood

The Winchester Thurston School 403(b) Retirement PlanThe Winchester Thurston Scho…$26MAllendale Association Retirement Savings PlanAllendale Association Retire…$26MIowa Ironworkers Heavy Highway Defined Contribution PlanIowa Ironworkers Heavy Highw…$26MIdeastream Defined Contribution Retirement PlanIdeastream Defined Contribut…$26MAlbany Area Primary Healthcare, Inc. 403(b) PlanAlbany Area Primary Healthca…$26M
End-of-year total assets ($M) among Allendale Association Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN362177140
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Allendale Association)

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

Nearby Other Plans in Illinois

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

Allendale Association Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Allendale Association Retirement Savings Plan, Total assets ($B): 0.026332145 · Participants: 321Allendale Association Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Allendale Association Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Allendale Association Retirement Savings Plan side-by-side with 3 peers →

Allendale Association Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Iowa Ironworkers Heavy Highway Defined Contribution Plan in IA ($26M); by covered participants it is Berkeley Preparatory Defined Contribution Retirement Plan in FL (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Allendale Association Retirement Savings Plan assets move in 2023? ▼
Allendale Association Retirement Savings Plan grew at a solid clip - up 14.7% during 2023, from $23M to $26M. Reported net income was $3M.
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.
Where does Allendale Association Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allendale Association Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Allendale Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Iowa Ironworkers Heavy Highway Defined Contribution Plan in IA ($26M, 696 participants).
Which Other plans cover a similar participant headcount to Allendale Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Berkeley Preparatory Defined Contribution Retirement Plan in FL (321 participants, $47M 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.