401(k) · DOL Form 5500 · 2024

Allata, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 140
Participants Small participant base: 50th
Percentile by assets National rank: $54,771
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Allata, LLC 401(k) Plan · Sponsored by Allata, LLC · Texas · Professional & Technical Services

$8M in assets, 140 participants

Allata, LLC's Allata, LLC 401(k) Plan reported $8M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

#9,753 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Allata, LLC 401(k) Plan covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#9,753
in Professional & Technical Services (20,173 peers): +28.6%
assets growth YoY

Allata, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allata, LLC 401(k) Plan vs every filed plan by assets

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

$7,667,893 Top 50% higher than 50% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Allata, LLC 401(k) Plan 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. Allata, LLC 401(k) Plan sits mid-pack in the medium band (140 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Allata, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Allata, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Allata, LLC 401(k) Plan reported participants fell from 148 in the plan year 2023 filing to 140 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 472278486 · Allata, LLC PY 2024 · 401(k)

Allata, LLC 401(k) Plan · $8M · 140 · 50th

TYPE $8M
NET 140
BOOK 50th
VS-ST 401(k)
BOY near Avolve Software Corporation 401(k) Plan
SCH ind #9753

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 Texas →

End-of-year total assets ($M) among Allata, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	472278486
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Allata, LLC)

Latest sponsor-wide plan assets: $8M 126.31397044890953% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$3M
2023	1	148	$6M
2024	1	140	$8M

Nearby 401(k) Plans in Texas

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

Allata, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Allata, LLC 401(k) Plan side-by-side with 3 peers →

Allata, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Avolve Software Corporation 401(k) Plan in AZ ($8M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Avolve Software Corporation 401(k) Plan (AZ) $8M · 50
Falcon Farms, Inc. 401(k) Plan (FL) $8M · 365
Image Studios, Inc. 401(k) Profit Sharing Plan (WI) $8M · 18
Ldi Mechanical, Inc. 401(k) Retirement Savings Plan (CA) $8M · 650

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off

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 Allata, LLC 401(k) Plan assets move in 2024? ▼

Allata, LLC 401(k) Plan grew sharply - up 28.6% during 2024, from $6M to $8M. Reported net income was $2M.

How have Allata, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Allata, LLC's sponsor-wide assets grew 126.3%, from $3M to $8M.

Which 401(k) plans are similar in size to Allata, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Avolve Software Corporation 401(k) Plan in AZ ($8M, 50 participants).

Which 401(k) plans cover a similar participant headcount to Allata, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 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 472278486.