401(k) · DOL Form 5500 · 2024
Allgeier, Martin & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $454,479
- Avg per participant High balance/head
Official DOL plan name: Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan · Sponsored by Allgeier, Martin & Associates, Inc. · Missouri · Professional & Technical Services
$62M in assets, 136 participants
Allgeier, Martin & Associates, Inc.'s Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan reported $62M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,627 in Professional & Technical Services (20,173 peers)
Coverage in Missouri
Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan covers 136 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $62M.
- #17,627
- in Professional & Technical Services (20,173 peers)
- +9.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan's outsized position by total assets
Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,809,098 Top 14% higher than 86% 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
Allgeier, Martin & Associates, Inc. Employees 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. Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan reported participants rose from 133 in the plan year 2023 filing to 136 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 431146318 · Allgeier, Martin & Associates, Inc. PY 2024 · 401(k)
Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan · $62M · 136 · 86th
- EOY $62M
- 5500 136
- ASSETS 86th
- PCT 401(k)
- EIN near Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan
- RANK ind #17627
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 Missouri →
Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $5M |
| Employer EIN | 431146318 |
| Plan Effective Date | 1981-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allgeier, Martin & Associates, Inc.)
Sponsor-wide plan assets over time
All Allgeier, Martin & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 31.766731381044682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 234 | $49M |
| 2023 | 2 | 251 | $59M |
| 2024 | 2 | 261 | $64M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA ($62M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.