401(k) · DOL Form 5500 · 2024

Allego Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
132
Participants Small participant base
64th
Percentile by assets National rank
$110,903
Avg per participant Below avg balance/head
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Official DOL plan name: Allego Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Allego Inc · Massachusetts · Professional & Technical Services

$15M in assets, 132 participants

Allego Inc's Allego Inc 401(k) Profit Sharing Plan and Trust reported $15M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,704 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Allego Inc 401(k) Profit Sharing Plan and Trust covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#12,704
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

Allego Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Allego Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,639,217 Top 36% higher than 64% 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

Allego Inc 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allego Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allego Inc 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Allego Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Allego Inc 401(k) Profit Sharing Plan and Trust reported participants fell from 162 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371884196 · Allego Inc PY 2024 · 401(k)

Allego Inc 401(k) Profit Sharing Plan and Trust · $15M · 132 · 64th

  • BOY $15M
  • BOY 132
  • BOY 64th
  • BOY 401(k)
  • BOY near Ki Mobility 401(k) Plan
  • BOY ind #12704

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Allego Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Allego Inc 401(k) Profit Sharing Plan and TrustAllego Inc 401(k) Profit Sha…$15MKi Mobility 401(k) Plan$15MWick Buildings, Inc. Savings PlanWick Buildings, Inc. Savings…$15MMwa 401(k) & ESOP$15MT Bank, N.a. Employee Savings PlanT Bank, N.a. Employee Saving…$15M
End-of-year total assets ($M) among Allego Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN371884196
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allego Inc)

Sponsor-wide plan assets over time

All Allego Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 66.28503119544546% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.8M $14.6M ▲ +66.4%
Year Plans Participants Total Assets
2022 1 166 $9M
2023 1 162 $12M
2024 1 132 $15M

Nearby 401(k) Plans in Massachusetts

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

Allego Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Allego Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014639217 · Participants: 132Allego Inc 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Allego Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Allego Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Allego Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ki Mobility 401(k) Plan in WI ($15M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Allego Inc 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Allego Inc 401(k) Profit Sharing Plan and Trust grew sharply - up 20.5% during 2024, from $12M to $15M. Reported net income was $2M.
How have Allego Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allego Inc's sponsor-wide assets grew 66.3%, from $9M to $15M.
Which 401(k) plans are similar in size to Allego Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ki Mobility 401(k) Plan in WI ($15M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Allego Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 371884196.

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.