401(k) · DOL Form 5500 · 2024

Allied Mortgage Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
203
Participants Below avg headcount
62nd
Percentile by assets National rank
$65,083
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied Mortgage Group, Inc. Profit Sharing Plan · Sponsored by Allied Mortgage Group, Inc. · Pennsylvania · Finance & Insurance

$13M in assets, 203 participants

Allied Mortgage Group, Inc.'s Allied Mortgage Group, Inc. Profit Sharing Plan reported $13M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,903 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Allied Mortgage Group, Inc. Profit Sharing Plan covers 203 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#3,903
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY

Allied Mortgage Group, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Allied Mortgage Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$13,211,778 Top 38% higher than 62% 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

Allied Mortgage Group, Inc. Profit Sharing 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. Allied Mortgage Group, Inc. Profit Sharing Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Mortgage Group, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Allied Mortgage Group, Inc. Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Allied Mortgage Group, Inc. Profit Sharing Plan reported participants rose from 194 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232721546 · Allied Mortgage Group, Inc. PY 2024 · 401(k)

Allied Mortgage Group, Inc. Profit Sharing Plan · $13M · 203 · 62nd

  • TYPE $13M
  • NET 203
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Centurion Auto Transport, Inc. 401(k) Plan
  • SCH ind #3903

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Allied Mortgage Group, Inc. Profit Sharing Plan in the asset neighbourhood

Allied Mortgage Group, Inc. Profit Sharing PlanAllied Mortgage Group, Inc. …$13MCenturion Auto Transport, Inc. 401(k) PlanCenturion Auto Transport, In…$13MJd.Com American Technologies Corporation 401(k) PlanJd.Com American Technologies…$13MWest Pak Avocado, Inc. Profit Sharing PlanWest Pak Avocado, Inc. Profi…$13MBarclay Water Management, Inc. 401(k) PlanBarclay Water Management, In…$13M
End-of-year total assets ($M) among Allied Mortgage Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN232721546
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Mortgage Group, Inc.)

Sponsor-wide plan assets over time

All Allied Mortgage Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 26.322652521963413% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.2M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 267 $10M
2023 1 194 $12M
2024 1 203 $13M

Nearby 401(k) Plans in Pennsylvania

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

Allied Mortgage Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Allied Mortgage Group, Inc. Profit Sharing Plan, Total assets ($B): 0.013211778 · Participants: 203Allied Mortgage Group, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Allied Mortgage Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Allied Mortgage Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Allied Mortgage Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Centurion Auto Transport, Inc. 401(k) Plan in FL ($13M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Allied Mortgage Group, Inc. Profit Sharing Plan assets move in 2024? ▼
Allied Mortgage Group, Inc. Profit Sharing Plan grew at a solid clip - up 9.8% during 2024, from $12M to $13M. Reported net income was $1M.
How have Allied Mortgage Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Mortgage Group, Inc.'s sponsor-wide assets grew 26.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Allied Mortgage Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centurion Auto Transport, Inc. 401(k) Plan in FL ($13M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Allied Mortgage Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 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 232721546.

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.