Profit Sharing · DOL Form 5500 · 2023

Allegro School Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
57th
Percentile by assets National rank
$82,574
Avg per participant Below avg balance/head
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Official DOL plan name: Allegro School Defined Contribution Retirement Plan · Sponsored by Allegro School Inc. · New Jersey · Educational Services

$9M in assets, 112 participants

Allegro School Inc.'s Allegro School Defined Contribution Retirement Plan reported $9M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,499 in Educational Services (3,735 peers)

Coverage in New Jersey

Allegro School Defined Contribution Retirement Plan covers 112 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#1,499
in Educational Services (3,735 peers)
+11.0%
assets growth YoY

Allegro School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Allegro School Defined Contribution Retirement Plan vs every filed plan by assets

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

$9,248,280 Top 43% higher than 57% 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

Allegro School Defined Contribution Retirement 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. Allegro School Defined Contribution Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegro School Defined Contribution Retirement Plan reported net income rose from $677K in the plan year 2022 filing to $915K in the plan year 2023 filing.
  • Allegro School Defined Contribution Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Allegro School Defined Contribution Retirement Plan reported participants rose from 109 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222964290 · Allegro School Inc. PY 2023 · Profit Sharing

Allegro School Defined Contribution Retirement Plan · $9M · 112 · 57th

  • BOOK $9M
  • BOOK 112
  • BOOK 57th
  • BOOK Profit Sharing
  • BOOK near Duplin Wine Cellars, Inc 401(k) Plan
  • BOOK ind #1499

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 Educational Services retirement plans → · Plans in New Jersey →

Allegro School Defined Contribution Retirement Plan in the asset neighbourhood

Duplin Wine Cellars, Inc 401(k) PlanDuplin Wine Cellars, Inc 401…$9MAllegro School Defined Contribution Retirement PlanAllegro School Defined Contr…$9MThe Caring Coalition of Central New York Tax Deferred Annuity PlanThe Caring Coalition of Cent…$9MMagellan International Trading Corporation Profit Sharing PlanMagellan International Tradi…$9MDanmor Investments, Inc. Profit Sharing PlanDanmor Investments, Inc. Pro…$9M
End-of-year total assets ($M) among Allegro School Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$915K
Employer EIN222964290
Plan Effective Date1992-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegro School Inc.)

Sponsor-wide plan assets over time

All Allegro School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 18.797921940162485% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.33M $9.9M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 109 $8M
2023 1 112 $9M
2024 1 111 $10M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Allegro School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Allegro School Defined Contribution Retirement Plan, Total assets ($B): 0.00924828 · Participants: 112Allegro School Defined Contribution Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Allegro School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Allegro School Defined Contribution Retirement Plan side-by-side with 3 peers →

Allegro School Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Duplin Wine Cellars, Inc 401(k) Plan in NC ($9M); by covered participants it is Money Group Retirement Plan Plan in PR (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Allegro School Defined Contribution Retirement Plan assets move in 2023? ▼
Allegro School Defined Contribution Retirement Plan grew at a solid clip - up 11.0% during 2023, from $8M to $9M. Reported net income was $915K.
How have Allegro School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegro School Inc.'s sponsor-wide assets grew 18.8%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Allegro School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Duplin Wine Cellars, Inc 401(k) Plan in NC ($9M, 145 participants).
Which Profit Sharing plans cover a similar participant headcount to Allegro School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Money Group Retirement Plan Plan in PR (112 participants, $3M 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 222964290.

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.