401(k) · DOL Form 5500 · 2024

Thomas Allen, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
550
Participants Below avg headcount
55th
Percentile by assets National rank
$17,337
Avg per participant Low balance/head
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Official DOL plan name: Thomas Allen, Incorporated Profit Sharing Plan · Sponsored by Thomas Allen, Inc. · Minnesota · Healthcare & Social Assistance

$10M in assets, 550 participants

Thomas Allen, Inc.'s Thomas Allen, Incorporated Profit Sharing Plan reported $10M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,171 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Thomas Allen, Incorporated Profit Sharing Plan covers 550 participants in Minnesota, about 49% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#10,171
in Healthcare & Social Assistance (16,916 peers)
-13.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas Allen, Incorporated Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Thomas Allen, Incorporated Profit Sharing Plan vs every filed plan by assets

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

$9,535,377 Top 45% higher than 55% 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

Thomas Allen, Incorporated 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. Thomas Allen, Incorporated Profit Sharing Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas Allen, Incorporated Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Thomas Allen, Incorporated Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Thomas Allen, Incorporated Profit Sharing Plan reported participants fell from 578 in the plan year 2023 filing to 550 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411465839 · Thomas Allen, Inc. PY 2024 · 401(k)

Thomas Allen, Incorporated Profit Sharing Plan · $10M · 550 · 55th

  • BOY $10M
  • SCH 550
  • EBSA 55th
  • PART 401(k)
  • TYPE near Hudson-Rpm Distributors, LLC Employees' Retirement Savings Plan
  • NET ind #10171

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Thomas Allen, Incorporated Profit Sharing Plan in the asset neighbourhood

Thomas Allen, Incorporated Profit Sharing PlanThomas Allen, Incorporated P…$10MHudson-Rpm Distributors, LLC Employees' Retirement Savings PlanHudson-Rpm Distributors, LLC…$10MLanger Industries, Inc. 401(k) Profit Sharing PlanLanger Industries, Inc. 401(…$10MHope House Foundation, Inc. 401(k) Profit Sharing PlanHope House Foundation, Inc. …$10M403(b) Thrift Plan for Employees of Newcap, Inc.403(b) Thrift Plan for Emplo…$10M
End-of-year total assets ($M) among Thomas Allen, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN411465839
Plan Effective Date1984-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas Allen, Inc.)

Sponsor-wide plan assets over time

All Thomas Allen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 2.8761346945460216% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.27M $9.54M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 617 $9M
2023 1 578 $11M
2024 1 550 $10M

Nearby 401(k) Plans in Minnesota

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

Thomas Allen, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Thomas Allen, Incorporated Profit Sharing Plan, Total assets ($B): 0.009535377 · Participants: 550Thomas Allen, Incorporated Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Thomas Allen, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Thomas Allen, Incorporated Profit Sharing Plan side-by-side with 3 peers →

Thomas Allen, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hudson-Rpm Distributors, LLC Employees' Retirement Savings Plan in NJ ($10M); by covered participants it is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Thomas Allen, Incorporated Profit Sharing Plan assets move in 2024? ▼
Thomas Allen, Incorporated Profit Sharing Plan pulled back noticeably - down 13.4% during 2024, from $11M to $10M. Reported net income was -$1M.
How have Thomas Allen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Allen, Inc.'s sponsor-wide assets grew 2.9%, from $9M to $10M.
Which 401(k) plans are similar in size to Thomas Allen, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hudson-Rpm Distributors, LLC Employees' Retirement Savings Plan in NJ ($10M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Thomas Allen, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants, $45M 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 411465839.

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.