401(k) · DOL Form 5500 · 2023

Allen, Allen, Allen & Allen Corporation 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
183
Participants Below avg headcount
87th
Percentile by assets National rank
$328,537
Avg per participant High balance/head
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Official DOL plan name: Allen, Allen, Allen & Allen Retirement Savings Plan · Sponsored by Allen, Allen, Allen & Allen Corporation · Virginia · Professional & Technical Services

$60M in assets, 183 participants

Allen, Allen, Allen & Allen Corporation's Allen, Allen, Allen & Allen Retirement Savings Plan reported $60M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,982 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Allen, Allen, Allen & Allen Retirement Savings Plan covers 183 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $60M.

#17,982
in Professional & Technical Services (20,321 peers)
+10.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Allen, Allen, Allen & Allen Retirement Savings Plan's outsized position by total assets

Allen, Allen, Allen & Allen Retirement Savings Plan vs every filed plan by assets

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

$60,122,314 Top 13% higher than 87% 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, Allen, Allen & Allen 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. Allen, Allen, Allen & Allen Retirement Savings Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen, Allen, Allen & Allen Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Allen, Allen, Allen & Allen Retirement Savings Plan end-of-year assets rose from $54M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Allen, Allen, Allen & Allen Retirement Savings Plan reported participants rose from 181 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540852062 · Allen, Allen, Allen & Allen Corporation PY 2023 · 401(k)

Allen, Allen, Allen & Allen Retirement Savings Plan · $60M · 183 · 87th

  • SCH $60M
  • EBSA 183
  • PART 87th
  • TYPE 401(k)
  • NET near Kth Parts Industries, Inc. 401(k) Savings Plan
  • BOOK ind #17982

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 Virginia →

Allen, Allen, Allen & Allen Retirement Savings Plan in the asset neighbourhood

Onedigital Open Pooled Employer PlanOnedigital Open Pooled Emplo…$60MGlobe Metallurgical, Inc. Retirement Savings PlanGlobe Metallurgical, Inc. Re…$60MAllen, Allen, Allen & Allen Retirement Savings PlanAllen, Allen, Allen & Allen …$60MKth Parts Industries, Inc. 401(k) Savings PlanKth Parts Industries, Inc. 4…$60MPlaid 401(k) Plan$60M
End-of-year total assets ($M) among Allen, Allen, Allen & Allen Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN540852062
Plan Effective Date1970-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen, Allen, Allen & Allen Corporation)

Sponsor-wide plan assets over time

All Allen, Allen, Allen & Allen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$61M 11.520927797412469% vs 2022
2024 filing year
$52M$54M$56M$58M$60M$62M 202220232024 $54.4M $60.6M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 181 $54M
2023 1 183 $60M
2024 1 191 $61M

Nearby 401(k) Plans in Virginia

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

Allen, Allen, Allen & Allen Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Allen, Allen, Allen & Allen Retirement Savings Plan, Total assets ($B): 0.060122314 · Participants: 183Allen, Allen, Allen & Allen Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Allen, Allen, Allen & Allen Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Allen, Allen, Allen & Allen Retirement Savings Plan side-by-side with 3 peers →

Allen, Allen, Allen & Allen Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Kth Parts Industries, Inc. 401(k) Savings Plan in OH ($60M); by covered participants it is Pottle's Transportation, LLC Retirement Plan in ME (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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, Allen, Allen & Allen Retirement Savings Plan assets move in 2023? ▼
Allen, Allen, Allen & Allen Retirement Savings Plan grew at a solid clip - up 10.6% during 2023, from $54M to $60M. Reported net income was $6M.
How have Allen, Allen, Allen & Allen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen, Allen, Allen & Allen Corporation's sponsor-wide assets grew 11.5%, from $54M to $61M.
Where does Allen, Allen, Allen & Allen Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allen, Allen, Allen & Allen Retirement Savings Plan ranks in the 87th 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 401(k) plans are similar in size to Allen, Allen, Allen & Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kth Parts Industries, Inc. 401(k) Savings Plan in OH ($60M, 751 participants).
Which 401(k) plans cover a similar participant headcount to Allen, Allen, Allen & Allen Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pottle's Transportation, LLC Retirement Plan in ME (183 participants, N/A 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 540852062.

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.