401(k) · DOL Form 5500 · 2024

Allied Benefit Systems, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
626
Participants Below avg headcount
79th
Percentile by assets National rank
$53,133
Avg per participant Low balance/head
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Official DOL plan name: Allied Benefit Systems, LLC Retirement Savings Plan · Sponsored by Allied Benefit Systems, LLC · Illinois · Finance & Insurance

$33M in assets, 626 participants

Allied Benefit Systems, LLC's Allied Benefit Systems, LLC Retirement Savings Plan reported $33M in total assets and 626 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,721 in Finance & Insurance (8,549 peers)

Where Allied Benefit Systems, LLC Retirement Savings Plan sits by assets

Allied Benefit Systems, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $33M for 626 participants (~$53,133/participant), up 28.5% in 2024.

#5,721
in Finance & Insurance (8,549 peers)
+28.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Allied Benefit Systems, LLC Retirement Savings Plan's outsized position by total assets

Allied Benefit Systems, LLC Retirement Savings Plan vs every filed plan by assets

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

$33,261,509 Top 21% higher than 79% 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 Benefit Systems, LLC 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. Allied Benefit Systems, LLC Retirement Savings Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Benefit Systems, LLC Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Allied Benefit Systems, LLC Retirement Savings Plan reported participants rose from 548 in the plan year 2023 filing to 626 in the plan year 2024 filing.
  • Allied Benefit Systems, LLC Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363086057 · Allied Benefit Systems, LLC PY 2024 · 401(k)

Allied Benefit Systems, LLC Retirement Savings Plan · $33M · 626 · 79th

  • 5500 $33M
  • 5500 626
  • 5500 79th
  • 5500 401(k)
  • 5500 near Mid-Valley Agricultural Services, Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #5721

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 Illinois →

Allied Benefit Systems, LLC Retirement Savings Plan in the asset neighbourhood

Shaw Systems Associates, L.L.C. Profit Sharing PlanShaw Systems Associates, L.L…$33MAllied Benefit Systems, LLC Retirement Savings PlanAllied Benefit Systems, LLC …$33MMid-Valley Agricultural Services, Inc. 401(k) Profit Sharing Plan and TrustMid-Valley Agricultural Serv…$33MCmi Marketing, Inc 401(k) PlanCmi Marketing, Inc 401(k) Pl…$33MTechnologent 401(k) Plan$33M
End-of-year total assets ($M) among Allied Benefit Systems, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN363086057
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Benefit Systems, LLC)

Sponsor-wide plan assets over time

All Allied Benefit Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 74.98609407669483% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19M $33.3M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 413 $19M
2023 1 548 $26M
2024 1 626 $33M

Nearby 401(k) Plans in Illinois

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

Allied Benefit Systems, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Allied Benefit Systems, LLC Retirement Savings Plan, Total assets ($B): 0.033261509 · Participants: 626Allied Benefit Systems, LLC Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Allied Benefit Systems, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Allied Benefit Systems, LLC Retirement Savings Plan side-by-side with 3 peers →

Allied Benefit Systems, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mid-Valley Agricultural Services, Inc. 401(k) Profit Sharing Plan and Trust in CA ($33M); by covered participants it is Thermo Fisher 401(k) Retirement Plan for Employees of Puerto Rico in PA (626 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (626 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 Benefit Systems, LLC Retirement Savings Plan assets move in 2024? ▼
Allied Benefit Systems, LLC Retirement Savings Plan grew sharply - up 28.5% during 2024, from $26M to $33M. Reported net income was $7M.
How have Allied Benefit Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Benefit Systems, LLC's sponsor-wide assets grew 75.0%, from $19M to $33M.
Where does Allied Benefit Systems, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allied Benefit Systems, LLC Retirement Savings Plan ranks in the 79th 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 401(k) plans are similar in size to Allied Benefit Systems, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Valley Agricultural Services, Inc. 401(k) Profit Sharing Plan and Trust in CA ($33M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Allied Benefit Systems, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thermo Fisher 401(k) Retirement Plan for Employees of Puerto Rico in PA (626 participants, $33M 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 363086057.

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.