401(k) · DOL Form 5500 · 2024
Allen Lund Company, LLC 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 657
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $185,200
- Avg per participant Above avg balance/head
Official DOL plan name: Allen Lund Company, LLC 401(k) Profit Sharing Plan · Sponsored by Allen Lund Company, LLC · California · Transportation & Warehousing
$122M in assets, 657 participants
Allen Lund Company, LLC's Allen Lund Company, LLC 401(k) Profit Sharing Plan reported $122M in total assets and 657 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #2,963 in Transportation & Warehousing (3,299 peers)
Where Allen Lund Company, LLC 401(k) Profit Sharing Plan sits by assets
Allen Lund Company, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $122M for 657 participants (~$185,200/participant), up 16.3% in 2024.
- #2,963
- in Transportation & Warehousing (3,299 peers)
- +16.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Allen Lund Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Allen Lund Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,676,108 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Allen Lund Company, LLC 401(k) 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. Allen Lund Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (657 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allen Lund Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $105M in the plan year 2023 filing to $122M in the plan year 2024 filing.
- Allen Lund Company, LLC 401(k) Profit Sharing Plan reported net income fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Allen Lund Company, LLC 401(k) Profit Sharing Plan reported participants rose from 636 in the plan year 2023 filing to 657 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953301897 · Allen Lund Company, LLC PY 2024 · 401(k)
Allen Lund Company, LLC 401(k) Profit Sharing Plan · $122M · 657 · 92nd
- RANK $122M
- RANK 657
- RANK 92nd
- RANK 401(k)
- RANK near Ascap Employees' Savings and Salary Deferral Plan
- RANK ind #2963
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 Transportation & Warehousing retirement plans → · Plans in California →
Allen Lund Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $17M |
| Employer EIN | 953301897 |
| Plan Effective Date | 1978-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Lund Company, LLC)
Sponsor-wide plan assets over time
All Allen Lund Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 40.88152719997195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 563 | $86M |
| 2023 | 1 | 636 | $105M |
| 2024 | 1 | 657 | $122M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Allen Lund Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ascap Employees' Savings and Salary Deferral Plan in NY ($122M); by covered participants it is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ (657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
Similar participant headcount
Nearest other-state filings by covered participants (657 participants); asset peers above are excluded.
- Ptc Therapeutics Inc. 401(k) Retirement Savings Plan (NJ) 657 · 0 off
- Summit Electric Supply Co. 401(k) Plan (NM) 657 · 0 off
- Jernigan Oil Company, Inc. 401(k) Profit Sharing Plan (NC) 657 · 0 off
- Curtis C. Gunn, Inc. 401(k) Plan (TX) 657 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.