401(k) · DOL Form 5500 · 2023

Allies Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
842
Participants Near avg headcount
61st
Percentile by assets National rank
$13,259
Avg per participant Low balance/head
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Official DOL plan name: Allies, Inc. 401(k) Plan · Sponsored by Allies Inc. · New Jersey · Healthcare & Social Assistance

$11M in assets, 842 participants

Allies Inc.'s Allies, Inc. 401(k) Plan reported $11M in total assets and 842 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,751 in Healthcare & Social Assistance (17,684 peers)

Allies Inc. multi-year trail

Allies Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Allies, Inc. 401(k) Plan at $11M / 842 participants.

#11,751
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Allies, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allies, Inc. 401(k) Plan vs every filed plan by assets

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

$11,164,131 Top 39% higher than 61% 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

Allies, 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. Allies, Inc. 401(k) Plan sits mid-pack in the medium band (842 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allies, Inc. 401(k) Plan reported net income rose from -$137K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allies, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Allies, Inc. 401(k) Plan reported participants fell from 871 in the plan year 2022 filing to 842 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223677684 · Allies Inc. PY 2023 · 401(k)

Allies, Inc. 401(k) Plan · $11M · 842 · 61st

  • VS-ST $11M
  • BOY 842
  • SCH 61st
  • EBSA 401(k)
  • PART near California Northstate University LLC 401(k) Profit Sharing Plan
  • TYPE ind #11751

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Allies, Inc. 401(k) Plan in the asset neighbourhood

Allies, Inc. 401(k) Plan$11MCalifornia Northstate University LLC 401(k) Profit Sharing PlanCalifornia Northstate Univer…$11MBayshore Global Management LLC 401(k) Profit Sharing Plan & TrustBayshore Global Management L…$11MTutera Group Inc. 401(k) Retirement PlanTutera Group Inc. 401(k) Ret…$11MCompact Information Systems, LLC 401(k) PlanCompact Information Systems,…$11M
End-of-year total assets ($M) among Allies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allies Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.24456475823415% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.17M $13.8M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 871 $9M
2023 1 842 $11M
2024 1 889 $14M

Allies Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN223677684
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Allies, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Allies, Inc. 401(k) Plan, Total assets ($B): 0.011164131 · Participants: 842Allies, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Allies, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allies, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is California Northstate University LLC 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Jasper Products L.L.C. 401(k) Plan in MO (842 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (842 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 Allies, Inc. 401(k) Plan assets move in 2023? ▼
Allies, Inc. 401(k) Plan grew sharply - up 21.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have Allies Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allies Inc.'s sponsor-wide assets grew 50.2%, from $9M to $14M.
Which 401(k) plans are similar in size to Allies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Northstate University LLC 401(k) Profit Sharing Plan in CA ($11M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Allies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jasper Products L.L.C. 401(k) Plan in MO (842 participants, $53M 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 223677684.

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.