401(k) · DOL Form 5500 · 2023

Allen-Hall Mortuary, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$156,552
Avg per participant Above avg balance/head
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Official DOL plan name: Allen-Hall Mortuary, Inc. 401(k) Plan · Sponsored by Allen-Hall Mortuary, Inc. · Utah · Other Services

$2M in assets, 11 participants

Allen-Hall Mortuary, Inc.'s Allen-Hall Mortuary, Inc. 401(k) Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,224 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Allen-Hall Mortuary, Inc. 401(k) Plan ranks #4,224 of 7,857 2023 filers by assets (1165% of the sector average)-$2M for 11 participants.

#4,224
in Other Services (7,857 peers)
+16.8%
assets growth YoY

Allen-Hall Mortuary, Inc. 401(k) Plan among the smaller filed plans by assets

Allen-Hall Mortuary, Inc. 401(k) Plan vs every filed plan by assets

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

$1,722,076 29th percentile higher than 29% 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-Hall Mortuary, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen-Hall Mortuary, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen-Hall Mortuary, Inc. 401(k) Plan reported net income rose from -$51K in the plan year 2022 filing to $248K in the plan year 2023 filing.
  • Allen-Hall Mortuary, Inc. 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Allen-Hall Mortuary, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870322865 · Allen-Hall Mortuary, Inc. PY 2023 · 401(k)

Allen-Hall Mortuary, Inc. 401(k) Plan · $2M · 11 · 29th

  • NET $2M
  • NET 11
  • NET 29th
  • NET 401(k)
  • NET near Finance Concepts LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #4224

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 Utah →

Allen-Hall Mortuary, Inc. 401(k) Plan in the asset neighbourhood

Allen-Hall Mortuary, Inc. 401(k) PlanAllen-Hall Mortuary, Inc. 40…$2MFinance Concepts LLC 401(k) Profit Sharing Plan & TrustFinance Concepts LLC 401(k) …$2MRiver Wealth Advisors LLC Retirement PlanRiver Wealth Advisors LLC Re…$2MBevilacqua & Sons, Inc 401(k) Profit Sharing PlanBevilacqua & Sons, Inc 401(k…$2MLarson Hotshot 401(k) Plan$2M
End-of-year total assets ($M) among Allen-Hall Mortuary, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$248K
Employer EIN870322865
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen-Hall Mortuary, Inc.)

Sponsor-wide plan assets over time

All Allen-Hall Mortuary, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.78448261245528% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.47M $1.72M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 11 $2M
2024 1 10 $2M

Nearby 401(k) Plans in Utah

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

Allen-Hall Mortuary, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Allen-Hall Mortuary, Inc. 401(k) Plan, Total assets ($B): 0.001722076 · Participants: 11Allen-Hall Mortuary, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Allen-Hall Mortuary, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Allen-Hall Mortuary, Inc. 401(k) Plan side-by-side with 3 peers →

Allen-Hall Mortuary, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Finance Concepts LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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-Hall Mortuary, Inc. 401(k) Plan assets move in 2023? ▼
Allen-Hall Mortuary, Inc. 401(k) Plan grew sharply - up 16.8% during 2023, from $1M to $2M. Reported net income was $248K.
How have Allen-Hall Mortuary, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen-Hall Mortuary, Inc.'s sponsor-wide assets grew 16.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Allen-Hall Mortuary, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finance Concepts LLC 401(k) Profit Sharing Plan & Trust in CA ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Allen-Hall Mortuary, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 870322865.

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.