401(k) · DOL Form 5500 · 2023

Allergy Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
327
Participants Below avg headcount
73rd
Percentile by assets National rank
$60,917
Avg per participant Low balance/head
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Official DOL plan name: Allergy Associates, P.a. 401(k) Profit Sharing Plan · Sponsored by Allergy Associates, P.a. · Tennessee · Healthcare & Social Assistance

$20M in assets, 327 participants

Allergy Associates, P.a.'s Allergy Associates, P.a. 401(k) Profit Sharing Plan reported $20M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,606 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Allergy Associates, P.a. 401(k) Profit Sharing Plan covers 327 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $20M.

#13,606
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Allergy Associates, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Allergy Associates, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,919,725 Top 27% higher than 73% 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

Allergy Associates, P.a. 401(k) Profit Sharing 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. Allergy Associates, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allergy Associates, P.a. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Allergy Associates, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Allergy Associates, P.a. 401(k) Profit Sharing Plan reported participants rose from 320 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620863368 · Allergy Associates, P.a. PY 2023 · 401(k)

Allergy Associates, P.a. 401(k) Profit Sharing Plan · $20M · 327 · 73rd

  • BOY $20M
  • BOY 327
  • BOY 73rd
  • BOY 401(k)
  • BOY near Valluzzo Companies, LLC 401(k) Retirement Plan
  • BOY ind #13606

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 Tennessee →

Allergy Associates, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Allergy Associates, P.a. 401(k) Profit Sharing PlanAllergy Associates, P.a. 401…$20MValluzzo Companies, LLC 401(k) Retirement PlanValluzzo Companies, LLC 401(…$20MSystems Technologies, Inc. 401(k) PlanSystems Technologies, Inc. 4…$20MHawkswood, Inc. 401(k) Plan$20MWright-Hennepin Cooperative Electric Association Non-Union 401(k) PlanWright-Hennepin Cooperative …$20M
End-of-year total assets ($M) among Allergy Associates, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN620863368
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allergy Associates, P.a.)

Sponsor-wide plan assets over time

All Allergy Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 18.02737120178936% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.3M $19.2M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 320 $16M
2023 1 327 $20M
2024 1 281 $19M

Nearby 401(k) Plans in Tennessee

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

Allergy Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Allergy Associates, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.019919725 · Participants: 327Allergy Associates, P.a. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Allergy Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Allergy Associates, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Allergy Associates, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Valluzzo Companies, LLC 401(k) Retirement Plan in LA ($20M); by covered participants it is Simpson University 403b Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Allergy Associates, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Allergy Associates, P.a. 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $16M to $20M. Reported net income was $4M.
How have Allergy Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allergy Associates, P.a.'s sponsor-wide assets grew 18.0%, from $16M to $19M.
Which 401(k) plans are similar in size to Allergy Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valluzzo Companies, LLC 401(k) Retirement Plan in LA ($20M, 721 participants).
Which 401(k) plans cover a similar participant headcount to Allergy Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simpson University 403b Plan in CA (327 participants, $5M 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 620863368.

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.