Defined Benefit (Pension) · DOL Form 5500 · 2024

Allgate Financial LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
36th
Percentile by assets National rank
$438,915
Avg per participant High balance/head
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Official DOL plan name: Allgate Financial LLC Cash Balance Pension Plan & Trust · Sponsored by Allgate Financial LLC · Illinois · Finance & Insurance

$4M in assets, 8 participants

Allgate Financial LLC's Allgate Financial LLC Cash Balance Pension Plan & Trust reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,054 in Finance & Insurance (8,549 peers)

Allgate Financial LLC multi-year trail

Allgate Financial LLC's plans moved +25.9% in assets from 2022 to 2024; this filing shows Allgate Financial LLC Cash Balance Pension Plan & Trust at $4M / 8 participants.

#2,054
in Finance & Insurance (8,549 peers)
+12.7%
assets growth YoY

Allgate Financial LLC Cash Balance Pension Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Allgate Financial LLC Cash Balance Pension Plan & Trust vs every filed plan by assets

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

$3,511,316 36th percentile higher than 36% 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

Allgate Financial LLC Cash Balance Pension Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allgate Financial LLC Cash Balance Pension Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allgate Financial LLC Cash Balance Pension Plan & Trust reported net income rose from $328K in the plan year 2023 filing to $395K in the plan year 2024 filing.
  • Allgate Financial LLC Cash Balance Pension Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208428330 · Allgate Financial LLC PY 2024 · Defined Benefit (Pension)

Allgate Financial LLC Cash Balance Pension Plan & Trust · $4M · 8 · 36th

  • NET $4M
  • NET 8
  • NET 36th
  • NET Defined Benefit (Pension)
  • NET near Bank of Holland Pension Plan as a Member of the New York State Bankers Retirement System
  • NET ind #2054

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 →

Allgate Financial LLC Cash Balance Pension Plan & Trust in the asset neighbourhood

Cunningham Orthopaedics, LLC Defined Benefit PlanCunningham Orthopaedics, LLC…$4MAllgate Financial LLC Cash Balance Pension Plan & TrustAllgate Financial LLC Cash B…$4MBank of Holland Pension Plan as a Member of the New York State Bankers Retirement SystemBank of Holland Pension Plan…$4MDermatology Associates of Orange County, Inc. Pension PlanDermatology Associates of Or…$4MF. Ron Smith, Inc. Cash Balance Pension PlanF. Ron Smith, Inc. Cash Bala…$4M
End-of-year total assets ($M) among Allgate Financial LLC Cash Balance Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Allgate Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Allgate Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.926422695271494% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.79M $3.51M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $3M
2024 1 8 $4M

Allgate Financial LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$395K
Employer EIN208428330
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allgate Financial LLC Cash Balance Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Allgate Financial LLC Cash Balance Pension Plan & Trust, Total assets ($B): 0.003511316 · Participants: 8Allgate Financial LLC Cash Balance Pension Plan & TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Allgate Financial LLC Cash Balance Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Allgate Financial LLC Cash Balance Pension Plan & Trust side-by-side with 3 peers →

Allgate Financial LLC Cash Balance Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Bank of Holland Pension Plan as a Member of the New York State Bankers Retirement System in NY ($4M); by covered participants it is Feigco Inc Defined Benefit Pension Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Allgate Financial LLC Cash Balance Pension Plan & Trust assets move in 2024? ▼
Allgate Financial LLC Cash Balance Pension Plan & Trust grew at a solid clip - up 12.7% during 2024, from $3M to $4M. Reported net income was $395K.
How have Allgate Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allgate Financial LLC's sponsor-wide assets grew 25.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Allgate Financial LLC Cash Balance Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bank of Holland Pension Plan as a Member of the New York State Bankers Retirement System in NY ($4M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allgate Financial LLC Cash Balance Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Feigco Inc Defined Benefit Pension Plan in CA (8 participants, $5M 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 208428330.

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.