Other · DOL Form 5500 · 2024

The Allendale Association Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
280
Participants Below avg headcount
76th
Percentile by assets National rank
$101,922
Avg per participant Below avg balance/head
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Official DOL plan name: Allendale Association Retirement Savings Plan · Sponsored by The Allendale Association · Illinois · Other Services

$29M in assets, 280 participants

The Allendale Association's Allendale Association Retirement Savings Plan reported $29M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,791 in Other Services (7,719 peers)

Coverage in Illinois

Allendale Association Retirement Savings Plan covers 280 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $29M.

#6,791
in Other Services (7,719 peers)
+8.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Allendale Association Retirement Savings Plan's outsized position by total assets

Allendale Association Retirement Savings Plan vs every filed plan by assets

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

$28,538,158 Top 24% higher than 76% 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

Allendale Association Retirement Savings 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. Allendale Association Retirement Savings Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allendale Association Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Allendale Association Retirement Savings Plan reported participants fell from 321 in the plan year 2023 filing to 280 in the plan year 2024 filing.
  • Allendale Association Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362177140 · The Allendale Association PY 2024 · Other

Allendale Association Retirement Savings Plan · $29M · 280 · 76th

  • ASSETS $29M
  • ASSETS 280
  • ASSETS 76th
  • ASSETS Other
  • ASSETS near Variety Care, Inc. 403(b) Plan
  • ASSETS ind #6791

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 Other Services retirement plans → · Plans in Illinois →

Allendale Association Retirement Savings Plan in the asset neighbourhood

Charles F. Kettering Foundation Deferred Compensation PlanCharles F. Kettering Foundat…$29MSan Diego Humane Society and S.P.C.a. Retirement PlanSan Diego Humane Society and…$29MSection 403(b) Retirement Plan for Optimus Health Care, Inc.Section 403(b) Retirement Pl…$29MAllendale Association Retirement Savings PlanAllendale Association Retire…$29MVariety Care, Inc. 403(b) PlanVariety Care, Inc. 403(b) Pl…$29M
End-of-year total assets ($M) among Allendale Association Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN362177140
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Allendale Association)

Sponsor-wide plan assets over time

All The Allendale Association plans reported in each filing year

Latest sponsor-wide plan assets
$36M 21.31707225826386% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.3M $35.5M ▲ +21.3%
Year Plans Participants Total Assets
2022 2 362 $29M
2023 2 367 $33M
2024 2 320 $36M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Allendale Association Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Allendale Association Retirement Savings Plan, Total assets ($B): 0.028538158 · Participants: 280Allendale Association Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Allendale Association Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Allendale Association Retirement Savings Plan side-by-side with 3 peers →

Allendale Association Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Variety Care, Inc. 403(b) Plan in OK ($29M); by covered participants it is Chinatown Service Center 403(b) in CA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Allendale Association Retirement Savings Plan assets move in 2024? ▼
Allendale Association Retirement Savings Plan grew at a solid clip - up 8.4% during 2024, from $26M to $29M. Reported net income was $2M.
How have The Allendale Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Allendale Association's sponsor-wide assets grew 21.3%, from $29M to $36M.
Where does Allendale Association Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allendale Association Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Allendale Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Variety Care, Inc. 403(b) Plan in OK ($29M, 758 participants).
Which Other plans cover a similar participant headcount to Allendale Association Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Chinatown Service Center 403(b) in CA (280 participants, $12M 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 362177140.

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.