401(k) · DOL Form 5500 · 2024

Allen Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
18
Participants Small participant base
54th
Percentile by assets National rank
$500,928
Avg per participant High balance/head
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Official DOL plan name: Allen Associates, Inc. Profit Sharing Plan · Sponsored by Allen Associates, Inc. · New Jersey · Finance & Insurance

$9M in assets, 18 participants

Allen Associates, Inc.'s Allen Associates, Inc. Profit Sharing Plan reported $9M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,204 in Finance & Insurance (8,549 peers)

Allen Associates, Inc. multi-year trail

Allen Associates, Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Allen Associates, Inc. Profit Sharing Plan at $9M / 18 participants.

#3,204
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY

Allen Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Allen Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,016,695 Top 46% higher than 54% 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 Associates, Inc. Profit Sharing 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. Allen Associates, Inc. Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allen Associates, Inc. Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Allen Associates, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Allen Associates, Inc. Profit Sharing Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223085869 · Allen Associates, Inc. PY 2024 · 401(k)

Allen Associates, Inc. Profit Sharing Plan · $9M · 18 · 54th

  • IND $9M
  • EOY 18
  • 5500 54th
  • ASSETS 401(k)
  • PCT near Compass Production Services, 401(k) Plan
  • EIN ind #3204

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 New Jersey →

Allen Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Allen Associates, Inc. Profit Sharing PlanAllen Associates, Inc. Profi…$9MCompass Production Services, 401(k) PlanCompass Production Services,…$9MKeystone Motors 401(k) Plan$9MAlfred F. Descenza & Son, Inc. Employees' 401(k) PlanAlfred F. Descenza & Son, In…$9MThe Brewer Company LLC 401(k) Savings PlanThe Brewer Company LLC 401(k…$9M
End-of-year total assets ($M) among Allen Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Allen Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allen Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.6643108220611% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.75M $9.02M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 19 $8M
2024 1 18 $9M

Allen Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN223085869
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Allen Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Allen Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.009016695 · Participants: 18Allen Associates, Inc. Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Allen Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allen Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Allen Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Compass Production Services, 401(k) Plan in OK ($9M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Associates, Inc. Profit Sharing Plan assets move in 2024? ▼
Allen Associates, Inc. Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Allen Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Associates, Inc.'s sponsor-wide assets grew 33.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Allen Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compass Production Services, 401(k) Plan in OK ($9M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Allen Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 223085869.

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.