401(k) · DOL Form 5500 · 2024

Allen Institute 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
827
Participants Near avg headcount
93rd
Percentile by assets National rank
$181,175
Avg per participant Above avg balance/head
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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.

  • #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.

#18,985
in Professional & Technical Services (20,173 peers)
+28.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Allen Institute 401(k) Plan's outsized position by total assets

Allen Institute 401(k) Plan vs every filed plan by assets

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

$149,831,954 Top 7% higher than 93% 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

Allen Institute 401(k) 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. Allen Institute 401(k) Plan sits mid-pack in the medium band (827 participants).

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 →

EBSA filing schedule strip

Filing strip 912155317 · Allen Institute PY 2024 · 401(k)

Allen Institute 401(k) Plan · $150M · 827 · 93rd

  • TYPE $150M
  • TYPE 827
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Sage Publications, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #18985

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 Washington →

Allen Institute 401(k) Plan in the asset neighbourhood

Thorlabs, Inc. 401(k) Retirement PlanThorlabs, Inc. 401(k) Retire…$150MAllen Institute 401(k) Plan$150MSage Publications, Inc. 401(k) Profit Sharing PlanSage Publications, Inc. 401(…$150MBkf Engineers 401(k) Profit Sharing PlanBkf Engineers 401(k) Profit …$150MMill Creek Residential Trust Resources LLC 401(k) PlanMill Creek Residential Trust…$150M
End-of-year total assets ($M) among Allen Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Allen Institute plans reported in each filing year

Latest sponsor-wide plan assets
$150M 76.33051602041232% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $85M $150M ▲ +76.3%
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 Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Allen Institute 401(k) Plan, Total assets ($B): 0.149831954 · Participants: 827Allen Institute 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Allen Institute 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Allen Institute 401(k) Plan side-by-side with 3 peers →

Allen Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sage Publications, Inc. 401(k) Profit Sharing Plan in CA ($150M); by covered participants it is Alliance Health, Inc. Retirement Plan in MA (827 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (827 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 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).
Which 401(k) plans cover a similar participant headcount to Allen Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Health, Inc. Retirement Plan in MA (827 participants, $25M 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 912155317.

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.