401(k) · DOL Form 5500 · 2024

Allotta Farley Co., L.P.a 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$162,200
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan · Sponsored by Allotta Farley Co., L.P.a · Ohio · Professional & Technical Services

$2M in assets, 11 participants

Allotta Farley Co., L.P.a's Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,804 in Professional & Technical Services (20,173 peers)

Allotta Farley Co., L.P.a multi-year trail

Allotta Farley Co., L.P.a's plans moved -18.2% in assets from 2022 to 2024; this filing shows Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan at $2M / 11 participants.

#4,804
in Professional & Technical Services (20,173 peers)
-30.9%
assets change YoY

The plan reported a net loss of $796K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan among the smaller filed plans by assets

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$1,784,197 28th percentile higher than 28% 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

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan reported net income fell from $400K in the plan year 2023 filing to -$796K in the plan year 2024 filing.
  • Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341316963 · Allotta Farley Co., L.P.a PY 2024 · 401(k)

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan · $2M · 11 · 28th

  • BOOK $2M
  • VS-ST 11
  • BOY 28th
  • SCH 401(k)
  • EBSA near Sweet Companies' Retirement Plan
  • PART ind #4804

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 Ohio →

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan in the asset neighbourhood

Allotta Farley Co., L.P.a Profit Sharing and 401(k) PlanAllotta Farley Co., L.P.a Pr…$2MSweet Companies' Retirement PlanSweet Companies' Retirement …$2MTyche 401(k) Trust$2MSpire Hawaii 401(k) Plan$2MKenneth King Foundation 401(k) Profit Sharing Plan & TrustKenneth King Foundation 401(…$2M
End-of-year total assets ($M) among Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Allotta Farley Co., L.P.a multi-year asset trail

Sponsor-wide plan assets over time

All Allotta Farley Co., L.P.a plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.156739144694743% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.18M $1.78M ▼ -18.3%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 9 $3M
2024 1 11 $2M

Allotta Farley Co., L.P.a filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$796K
Employer EIN341316963
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan, Total assets ($B): 0.001784197 · Participants: 11Allotta Farley Co., L.P.a Profit Sharing and 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sweet Companies' Retirement Plan in MI ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan assets move in 2024? ▼
Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan contracted severely - down 30.9% during 2024, from $3M to $2M. Reported net income was -$796K.
How have Allotta Farley Co., L.P.a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allotta Farley Co., L.P.a's sponsor-wide assets declined 18.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sweet Companies' Retirement Plan in MI ($2M, 409 participants).
Which 401(k) plans cover a similar participant headcount to Allotta Farley Co., L.P.a Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 341316963.

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.