401(k) · DOL Form 5500 · 2023

Allegiance Benefit Plan Management, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
636
Participants Below avg headcount
85th
Percentile by assets National rank
$77,798
Avg per participant Below avg balance/head
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Official DOL plan name: Allegiance Benefit Plan Management, Inc. 401(k) Plan · Sponsored by Allegiance Benefit Plan Management, Inc. · Montana · Finance & Insurance

$49M in assets, 636 participants

Allegiance Benefit Plan Management, Inc.'s Allegiance Benefit Plan Management, Inc. 401(k) Plan reported $49M in total assets and 636 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,882 in Finance & Insurance (8,869 peers)

Coverage in Montana

Allegiance Benefit Plan Management, Inc. 401(k) Plan covers 636 participants in Montana, 2.3x the typical Montana plan (state average ~271 per filing). Assets: $49M.

#6,882
in Finance & Insurance (8,869 peers)
+27.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Allegiance Benefit Plan Management, Inc. 401(k) Plan's outsized position by total assets

Allegiance Benefit Plan Management, Inc. 401(k) Plan vs every filed plan by assets

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

$49,479,251 Top 15% higher than 85% 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

Allegiance Benefit Plan Management, Inc. 401(k) 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. Allegiance Benefit Plan Management, Inc. 401(k) Plan sits mid-pack in the medium band (636 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegiance Benefit Plan Management, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Allegiance Benefit Plan Management, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Allegiance Benefit Plan Management, Inc. 401(k) Plan reported participants rose from 595 in the plan year 2022 filing to 636 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810400550 · Allegiance Benefit Plan Management, Inc. PY 2023 · 401(k)

Allegiance Benefit Plan Management, Inc. 401(k) Plan · $49M · 636 · 85th

  • VS-ST $49M
  • VS-ST 636
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Gfr Retirement Savings Plan
  • VS-ST ind #6882

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 Montana →

Allegiance Benefit Plan Management, Inc. 401(k) Plan in the asset neighbourhood

Ascot 401(k) Retirement Plan$49MAllegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Mana…$49MGfr Retirement Savings Plan$49MHospice Retirement Plan$49MRocket Lab USA 401(k) Plan$49M
End-of-year total assets ($M) among Allegiance Benefit Plan Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$49M
Net Income$11M
Employer EIN810400550
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Benefit Plan Management, Inc.)

Sponsor-wide plan assets over time

All Allegiance Benefit Plan Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 42.43226551002837% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.9M $55.3M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 595 $39M
2023 1 636 $49M
2024 1 652 $55M

Nearby 401(k) Plans in Montana

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

Allegiance Benefit Plan Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Allegiance Benefit Plan Management, Inc. 401(k) Plan, Total assets ($M): 49.479251 · Participants: 636Allegiance Benefit Plan Management, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Allegiance Benefit Plan Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Allegiance Benefit Plan Management, Inc. 401(k) Plan side-by-side with 3 peers →

Allegiance Benefit Plan Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Gfr Retirement Savings Plan in PR ($49M); by covered participants it is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Allegiance Benefit Plan Management, Inc. 401(k) Plan assets move in 2023? ▼
Allegiance Benefit Plan Management, Inc. 401(k) Plan grew sharply - up 27.3% during 2023, from $39M to $49M. Reported net income was $11M.
How have Allegiance Benefit Plan Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Benefit Plan Management, Inc.'s sponsor-wide assets grew 42.4%, from $39M to $55M.
Where does Allegiance Benefit Plan Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Allegiance Benefit Plan Management, Inc. 401(k) Plan ranks in the 85th 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 Allegiance Benefit Plan Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gfr Retirement Savings Plan in PR ($49M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Benefit Plan Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants, $94M 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 810400550.

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.