Other · DOL Form 5500 · 2024

Allied Lending Group, Inc. Retirement Plan

Data updated 2026-08-25

$288K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$95,979
Avg per participant Below avg balance/head
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Official DOL plan name: Allied Lending Group Private Retirement Plan and Trust · Sponsored by Allied Lending Group, Inc. · California · Finance & Insurance

$288K in assets, 3 participants

Allied Lending Group, Inc.'s Allied Lending Group Private Retirement Plan and Trust reported $288K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #571 in Finance & Insurance (8,549 peers)

Allied Lending Group, Inc. multi-year trail

Allied Lending Group, Inc.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Allied Lending Group Private Retirement Plan and Trust at $288K / 3 participants.

#571
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY

Allied Lending Group Private Retirement Plan and Trust among the smaller filed plans by assets

Allied Lending Group Private Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$287,936 13th percentile higher than 13% of 123,620 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 2024

Allied Lending Group Private Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Lending Group Private Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Lending Group Private Retirement Plan and Trust reported net income rose from $17K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Allied Lending Group Private Retirement Plan and Trust end-of-year assets rose from $265K in the plan year 2023 filing to $288K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453038754 · Allied Lending Group, Inc. PY 2024 · Other

Allied Lending Group Private Retirement Plan and Trust · $288K · 3 · 13th

  • EOY $288K
  • EOY 3
  • EOY 13th
  • EOY Other
  • EOY near John M. Olis, Dds, Money Purchase Keogh Plan
  • EOY ind #571

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 Finance & Insurance retirement plans → · Plans in California →

Allied Lending Group Private Retirement Plan and Trust in the asset neighbourhood

Symbral Retirement Plan$298KColorado Medical Center PC Profit PlanColorado Medical Center PC P…$300KAllied Lending Group Private Retirement Plan and TrustAllied Lending Group Private…$288KJohn M. Olis, Dds, Money Purchase Keogh PlanJohn M. Olis, Dds, Money Pur…$287KBlinn, Farrell Retirement PlanBlinn, Farrell Retirement Pl…$281K
End-of-year total assets ($M) among Allied Lending Group Private Retirement Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Allied Lending Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allied Lending Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.23035973414788% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.12M $4.15M ▲ +33.0%
Year Plans Participants Total Assets
2022 2 10 $3M
2023 2 10 $4M
2024 2 9 $4M

Allied Lending Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$265K
Net Assets (End of Year)$288K
Net Income$23K
Employer EIN453038754
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Allied Lending Group Private Retirement Plan and Trust vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Allied Lending Group Private Retirement Plan and Trust, Total assets ($B): 0.000287936 · Participants: 3Allied Lending Group Private Retirement Plan and TrustStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Allied Lending Group Private Retirement Plan and Trust vs. nearby Other plans in California, assets vs. participants
Compare Allied Lending Group Private Retirement Plan and Trust side-by-side with 3 peers →

Allied Lending Group Private Retirement Plan and Trust's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is John M. Olis, Dds, Money Purchase Keogh Plan in OH ($287K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($288K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allied Lending Group Private Retirement Plan and Trust assets move in 2024? ▼
Allied Lending Group Private Retirement Plan and Trust grew at a solid clip - up 8.8% during 2024, from $265K to $288K. Reported net income was $23K.
How have Allied Lending Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Lending Group, Inc.'s sponsor-wide assets grew 33.2%, from $3M to $4M.
Where does Allied Lending Group Private Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Allied Lending Group Private Retirement Plan and Trust ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Allied Lending Group Private Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by assets is John M. Olis, Dds, Money Purchase Keogh Plan in OH ($287K, 2 participants).
Which Other plans cover a similar participant headcount to Allied Lending Group Private Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $357K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453038754.

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.