401(k) · DOL Form 5500 · 2024

Allied Trustee Services 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
33rd
Percentile by assets National rank
$132,109
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied Trustee Services Retirement Savings Plan · Sponsored by Allied Trustee Services · California · Administrative & Support Services

$3M in assets, 21 participants

Allied Trustee Services's Allied Trustee Services Retirement Savings Plan reported $3M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,465 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Allied Trustee Services Retirement Savings Plan ranks #2,465 of 4,368 2024 filers by assets (1040% of the sector average)-$3M for 21 participants.

#2,465
in Administrative & Support Services (4,368 peers)
+17.0%
assets growth YoY

Allied Trustee Services Retirement Savings Plan among the smaller filed plans by assets

Allied Trustee Services Retirement Savings Plan vs every filed plan by assets

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

$2,774,281 33rd percentile higher than 33% 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 Trustee Services Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Trustee Services Retirement Savings Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Trustee Services Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Allied Trustee Services Retirement Savings Plan reported net income fell from $450K in the plan year 2023 filing to $402K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 020795569 · Allied Trustee Services PY 2024 · 401(k)

Allied Trustee Services Retirement Savings Plan · $3M · 21 · 33rd

  • EOY $3M
  • 5500 21
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near Family Resources, Inc. 401(k) Plan
  • RANK ind #2465

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 Administrative & Support Services retirement plans → · Plans in California →

Allied Trustee Services Retirement Savings Plan in the asset neighbourhood

Allied Trustee Services Retirement Savings PlanAllied Trustee Services Reti…$3MFamily Resources, Inc. 401(k) PlanFamily Resources, Inc. 401(k…$3MAnadarko Dozer & Trucking 401(k) PlanAnadarko Dozer & Trucking 40…$3MW G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & TrustW G Shaheen & Associates Ltd…$3MMonticello Consulting Group in 401(k) Profit Sharing Plan & TrustMonticello Consulting Group …$3M
End-of-year total assets ($M) among Allied Trustee Services Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$402K
Employer EIN020795569
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Trustee Services)

Sponsor-wide plan assets over time

All Allied Trustee Services plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.35681348220595% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.92M $2.77M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 21 $2M
2024 1 21 $3M

Nearby 401(k) Plans in California

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

Allied Trustee Services Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Allied Trustee Services Retirement Savings Plan, Total assets ($B): 0.002774281 · Participants: 21Allied Trustee Services Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Allied Trustee Services Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allied Trustee Services Retirement Savings Plan side-by-side with 3 peers →

Allied Trustee Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Family Resources, Inc. 401(k) Plan in IA ($3M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Trustee Services Retirement Savings Plan assets move in 2024? ▼
Allied Trustee Services Retirement Savings Plan grew sharply - up 17.0% during 2024, from $2M to $3M. Reported net income was $402K.
How have Allied Trustee Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Trustee Services's sponsor-wide assets grew 44.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Allied Trustee Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Resources, Inc. 401(k) Plan in IA ($3M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Allied Trustee Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A 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 020795569.

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.