401(k) · DOL Form 5500 · 2023

Allen & Overy, LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
287
Participants Below avg headcount
84th
Percentile by assets National rank
$157,555
Avg per participant Above avg balance/head
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Official DOL plan name: Allen & Overy Associates 401(k) Plan · Sponsored by Allen & Overy, LLP · New York · Professional & Technical Services

$45M in assets, 287 participants

Allen & Overy, LLP's Allen & Overy Associates 401(k) Plan reported $45M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,360 in Professional & Technical Services (20,321 peers)

Coverage in New York

Allen & Overy Associates 401(k) Plan covers 287 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $45M.

#17,360
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Allen & Overy Associates 401(k) Plan's outsized position by total assets

Allen & Overy Associates 401(k) Plan vs every filed plan by assets

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

$45,218,193 Top 16% higher than 84% 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 & Overy Associates 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. Allen & Overy Associates 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen & Overy Associates 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Allen & Overy Associates 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Allen & Overy Associates 401(k) Plan reported participants rose from 256 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133302093 · Allen & Overy, LLP PY 2023 · 401(k)

Allen & Overy Associates 401(k) Plan · $45M · 287 · 84th

  • TYPE $45M
  • TYPE 287
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Bitterroot Health 401(k) Plan
  • TYPE ind #17360

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 New York →

Allen & Overy Associates 401(k) Plan in the asset neighbourhood

Allen & Overy Associates 401(k) PlanAllen & Overy Associates 401…$45MPritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership PlanPritchard & Abbott, Inc. 401…$45MBitterroot Health 401(k) Plan$45MDeciphera 401(k) Plan$45MDickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing PlanDickson-Diveley Midwest Orth…$45M
End-of-year total assets ($M) among Allen & Overy Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$9M
Employer EIN133302093
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen & Overy, LLP)

Sponsor-wide plan assets over time

All Allen & Overy, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$189M 18.66083988155044% vs 2022
2023 filing year
$150M$160M$170M$180M$190M$200M 20222023 $159M $189M ▲ +18.7%
Year Plans Participants Total Assets
2022 3 612 $159M
2023 3 741 $189M

Nearby 401(k) Plans in New York

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

Allen & Overy Associates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Allen & Overy Associates 401(k) Plan, Total assets ($B): 0.045218193 · Participants: 287Allen & Overy Associates 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Allen & Overy Associates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Allen & Overy Associates 401(k) Plan side-by-side with 3 peers →

Allen & Overy Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bitterroot Health 401(k) Plan in MT ($45M); by covered participants it is Sentinel 401(k) and Profit Sharing Plan in CA (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 & Overy Associates 401(k) Plan assets move in 2023? ▼
Allen & Overy Associates 401(k) Plan grew sharply - up 24.2% during 2023, from $36M to $45M. Reported net income was $9M.
How have Allen & Overy, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Allen & Overy, LLP's sponsor-wide assets grew 18.7%, from $159M to $189M.
Where does Allen & Overy Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Allen & Overy Associates 401(k) Plan ranks in the 84th 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 & Overy Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bitterroot Health 401(k) Plan in MT ($45M, 706 participants).
Which 401(k) plans cover a similar participant headcount to Allen & Overy Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentinel 401(k) and Profit Sharing Plan in CA (287 participants, $10M 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 133302093.

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.