401(k) · DOL Form 5500 · 2024

Chas G. Allen 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
43rd
Percentile by assets National rank
$179,091
Avg per participant Above avg balance/head
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Official DOL plan name: Chas G. Allen 401(k) Salary Reduction Plan and Trust · Sponsored by Chas G. Allen · Massachusetts · Manufacturing

$5M in assets, 30 participants

Chas G. Allen's Chas G. Allen 401(k) Salary Reduction Plan and Trust reported $5M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,690 in Manufacturing (17,777 peers)

Chas G. Allen multi-year trail

Chas G. Allen's plans moved +42.7% in assets from 2022 to 2024; this filing shows Chas G. Allen 401(k) Salary Reduction Plan and Trust at $5M / 30 participants.

#4,690
in Manufacturing (17,777 peers)
+11.2%
assets growth YoY

Chas G. Allen 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Chas G. Allen 401(k) Salary Reduction Plan and Trust vs every filed plan by assets

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

$5,372,741 43rd percentile higher than 43% 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

Chas G. Allen 401(k) Salary Reduction Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chas G. Allen 401(k) Salary Reduction Plan and Trust is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chas G. Allen 401(k) Salary Reduction Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $543K in the plan year 2024 filing.
  • Chas G. Allen 401(k) Salary Reduction Plan and Trust reported participants fell from 34 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Chas G. Allen 401(k) Salary Reduction Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204393802 · Chas G. Allen PY 2024 · 401(k)

Chas G. Allen 401(k) Salary Reduction Plan and Trust · $5M · 30 · 43rd

  • EIN $5M
  • RANK 30
  • PHOTO 43rd
  • IND 401(k)
  • EOY near Johnstown Cardiovascular Assoc Inc 401(k) P/S Plan
  • 5500 ind #4690

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 Manufacturing retirement plans → · Plans in Massachusetts →

Chas G. Allen 401(k) Salary Reduction Plan and Trust in the asset neighbourhood

Chas G. Allen 401(k) Salary Reduction Plan and TrustChas G. Allen 401(k) Salary …$5MJohnstown Cardiovascular Assoc Inc 401(k) P/S PlanJohnstown Cardiovascular Ass…$5MEnsystex, Inc. 401(k) Profit Sharing PlanEnsystex, Inc. 401(k) Profit…$5MProlog, Inc. 401(k) Plan$5MBarton & Gray Mariners Club, LLC 401(k) Profit Sharing PlanBarton & Gray Mariners Club,…$5M
End-of-year total assets ($M) among Chas G. Allen 401(k) Salary Reduction Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Chas G. Allen multi-year asset trail

Sponsor-wide plan assets over time

All Chas G. Allen plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.730185768054525% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.76M $5.37M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 61 $4M
2023 1 34 $5M
2024 1 30 $5M

Chas G. Allen filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$543K
Employer EIN204393802
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Chas G. Allen 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Chas G. Allen 401(k) Salary Reduction Plan and Trust, Total assets ($B): 0.005372741 · Participants: 30Chas G. Allen 401(k) Salary Reduction 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
Chas G. Allen 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Chas G. Allen 401(k) Salary Reduction Plan and Trust side-by-side with 3 peers →

Chas G. Allen 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Johnstown Cardiovascular Assoc Inc 401(k) P/S Plan in PA ($5M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Chas G. Allen 401(k) Salary Reduction Plan and Trust assets move in 2024? ▼
Chas G. Allen 401(k) Salary Reduction Plan and Trust grew at a solid clip - up 11.2% during 2024, from $5M to $5M. Reported net income was $543K.
How have Chas G. Allen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chas G. Allen's sponsor-wide assets grew 42.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Chas G. Allen 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Johnstown Cardiovascular Assoc Inc 401(k) P/S Plan in PA ($5M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Chas G. Allen 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 204393802.

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.