401(k) · DOL Form 5500 · 2023

Allied Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
377
Participants Below avg headcount
31st
Percentile by assets National rank
$5,383
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bottle King 401(k) Plan · Sponsored by Allied Management, Inc. · New Jersey · Retail Trade

$2M in assets, 377 participants

Allied Management, Inc.'s Bottle King 401(k) Plan reported $2M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,584 in Retail Trade (8,414 peers)

Coverage in New Jersey

Bottle King 401(k) Plan covers 377 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $2M.

#3,584
in Retail Trade (8,414 peers)
+66.4%
assets growth YoY

Bottle King 401(k) Plan among the smaller filed plans by assets

Bottle King 401(k) Plan vs every filed plan by assets

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

$2,029,294 31st percentile higher than 31% 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

Bottle King 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. Bottle King 401(k) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bottle King 401(k) Plan reported net income rose from $332K in the plan year 2022 filing to $799K in the plan year 2023 filing.
  • Bottle King 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bottle King 401(k) Plan reported participants fell from 430 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222069857 · Allied Management, Inc. PY 2023 · 401(k)

Bottle King 401(k) Plan · $2M · 377 · 31st

  • PART $2M
  • TYPE 377
  • NET 31st
  • BOOK 401(k)
  • VS-ST near Hill Country Transit District 401(k) Plan
  • BOY ind #3584

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 Retail Trade retirement plans → · Plans in New Jersey →

Bottle King 401(k) Plan in the asset neighbourhood

Bottle King 401(k) Plan$2MHill Country Transit District 401(k) PlanHill Country Transit Distric…$2MThkm Incorporated Retirement PlanThkm Incorporated Retirement…$2MSchoolworks 401(k) Plan$2MRiley Spence Management Company 401(k) PlanRiley Spence Management Comp…$2M
End-of-year total assets ($M) among Bottle King 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$799K
Employer EIN222069857
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Management, Inc.)

Sponsor-wide plan assets over time

All Allied Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 131.46633556754168% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.22M $2.82M ▲ +131.1%
Year Plans Participants Total Assets
2022 1 430 $1M
2023 1 377 $2M
2024 1 362 $3M

Nearby 401(k) Plans in New Jersey

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

Bottle King 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bottle King 401(k) Plan, Total assets ($B): 0.002029294 · Participants: 377Bottle King 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
Bottle King 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bottle King 401(k) Plan side-by-side with 3 peers →

Bottle King 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Hill Country Transit District 401(k) Plan in TX ($2M); by covered participants it is Mbi, Inc 401(k) Plan in CT (377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Bottle King 401(k) Plan assets move in 2023? ▼
Bottle King 401(k) Plan surged - up 66.4% during 2023, from $1M to $2M. Reported net income was $799K.
How have Allied Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Management, Inc.'s sponsor-wide assets grew 131.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Bottle King 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hill Country Transit District 401(k) Plan in TX ($2M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Bottle King 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (377 participants, $59M 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 222069857.

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.