401(k) · DOL Form 5500 · 2024

Allen Operations LLC 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
212
Participants Below avg headcount
92nd
Percentile by assets National rank
$642,532
Avg per participant High balance/head
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Official DOL plan name: The Allen & Company 401(k) Savings Plan · Sponsored by Allen Operations LLC · New York · Finance & Insurance

$136M in assets, 212 participants

Allen Operations LLC's The Allen & Company 401(k) Savings Plan reported $136M in total assets and 212 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.

  • #7,525 in Finance & Insurance (8,549 peers)

Coverage in New York

The Allen & Company 401(k) Savings Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $136M.

#7,525
in Finance & Insurance (8,549 peers)
+36.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Allen & Company 401(k) Savings Plan's outsized position by total assets

The Allen & Company 401(k) Savings Plan vs every filed plan by assets

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

$136,216,779 Top 8% higher than 92% 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

The Allen & Company 401(k) Savings 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. The Allen & Company 401(k) Savings Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Allen & Company 401(k) Savings Plan reported net income rose from $15M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Allen & Company 401(k) Savings Plan end-of-year assets rose from $100M in the plan year 2023 filing to $136M in the plan year 2024 filing.
  • The Allen & Company 401(k) Savings Plan reported participants rose from 207 in the plan year 2023 filing to 212 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134195373 · Allen Operations LLC PY 2024 · 401(k)

The Allen & Company 401(k) Savings Plan · $136M · 212 · 92nd

  • PART $136M
  • PART 212
  • PART 92nd
  • PART 401(k)
  • PART near Alps Alpine North America, Inc. 401(k) Plan
  • PART ind #7525

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 York →

The Allen & Company 401(k) Savings Plan in the asset neighbourhood

The Allen & Company 401(k) Savings PlanThe Allen & Company 401(k) S…$136MAlps Alpine North America, Inc. 401(k) PlanAlps Alpine North America, I…$136MCornerstone Capital Bank, Ssb 401(k) PlanCornerstone Capital Bank, Ss…$136MMarine Industry Retirement PlanMarine Industry Retirement P…$136MAmerican Specialty Health Incorporated 401(k) Savings PlanAmerican Specialty Health In…$136M
End-of-year total assets ($M) among The Allen & Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$136M
Net Income$23M
Employer EIN134195373
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Operations LLC)

Sponsor-wide plan assets over time

All Allen Operations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$136M 23.69760503569624% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $179M $136M ▼ -23.7%
Year Plans Participants Total Assets
2022 2 288 $179M
2023 2 285 $199M
2024 2 285 $136M

Nearby 401(k) Plans in New York

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

The Allen & Company 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Allen & Company 401(k) Savings Plan, Total assets ($B): 0.136216779 · Participants: 212The Allen & Company 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Allen & Company 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Allen & Company 401(k) Savings Plan side-by-side with 3 peers →

The Allen & Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alps Alpine North America, Inc. 401(k) Plan in CA ($136M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (212 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 The Allen & Company 401(k) Savings Plan assets move in 2024? ▼
The Allen & Company 401(k) Savings Plan surged - up 36.6% during 2024, from $100M to $136M. Reported net income was $23M.
How have Allen Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Operations LLC's sponsor-wide assets declined 23.7%, from $179M to $136M.
Where does The Allen & Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Allen & Company 401(k) Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Allen & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alps Alpine North America, Inc. 401(k) Plan in CA ($136M, 546 participants).
Which 401(k) plans cover a similar participant headcount to The Allen & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants, $4M 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 134195373.

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.