401(k) · DOL Form 5500 · 2024

Allen Institute 401(k) Plan

Data updated 2026-08-11

$150M
Total assets
827
Participants
93rd
Percentile by assets
$181,175
Avg per participant
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Official DOL plan name: Allen Institute 401(k) Plan · Sponsored by Allen Institute · Washington · Professional & Technical Services

$150M in assets, 827 participants

Allen Institute's Allen Institute 401(k) Plan reported $150M in total assets and 827 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #18,985 in Professional & Technical Services (20,173 peers)

Where Allen Institute 401(k) Plan sits by assets

Allen Institute 401(k) Plan sits in the top 10% of all filed plans by assets, $150M for 827 participants (~$181,175/participant), up 28.9% in 2024.

$150M
total plan assets (2024 EOY)
827
covered participants
93rd
percentile by assets (of 123,622 plans)
$181,175
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allen Institute 401(k) Plan end-of-year assets rose from $116M in the plan year 2023 filing to $150M in the plan year 2024 filing.
  • Allen Institute 401(k) Plan reported participants rose from 670 in the plan year 2023 filing to 827 in the plan year 2024 filing.
  • Allen Institute 401(k) Plan reported net income rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Allen Institute 401(k) Plan vs the 2024 asset distribution

By assets, Allen Institute 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$150M
Net Income$34M
Employer EIN912155317
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Institute)

$60M$80M$100M$120M$140M$160M 202220232024 $85M $150M ▲ +76.3%
Total plan assets by year, all Allen Institute plans on file
Year Plans Participants Total Assets
2022 1 543 $85M
2023 1 670 $116M
2024 1 827 $150M

Nearby 401(k) Plans in Washington

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

Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Allen Institute 401(…The Boeing Company 4…Microsoft Corporatio…Costco 401(k) Retire…Amazon 401(k) Plan401(k) Savings Plan
Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allen Institute 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Allen Institute 401(k) Plan assets move in 2024?
Allen Institute 401(k) Plan grew sharply - up 28.9% during 2024, from $116M to $150M. Reported net income was $34M.
How have Allen Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), Allen Institute's sponsor-wide assets grew 76.3%, from $85M to $150M.
Where does Allen Institute 401(k) Plan rank by assets among Form 5500 filers?
Allen Institute 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allen Institute 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sage Publications, Inc. 401(k) Profit Sharing Plan in CA ($150M, 725 participants).

Scale reading

Ways to act on Allen Institute 401(k) Plan's numbers.