401(k) · DOL Form 5500 · 2024

Allegheny Financial Group 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size: 105
Participants Small participant base: 81st
Percentile by assets National rank: $373,798
Avg per participant High balance/head

Official DOL plan name: Allegheny Financial Group, Ltd. 401(k) Plan · Sponsored by Allegheny Financial Group · Pennsylvania · Finance & Insurance

$39M in assets, 105 participants

Allegheny Financial Group's Allegheny Financial Group, Ltd. 401(k) Plan reported $39M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

#6,051 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Allegheny Financial Group, Ltd. 401(k) Plan covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#6,051
in Finance & Insurance (8,549 peers): +14.6%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Allegheny Financial Group, Ltd. 401(k) Plan's outsized position by total assets

Allegheny Financial Group, Ltd. 401(k) Plan vs every filed plan by assets

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

$39,248,788 Top 19% higher than 81% 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

Allegheny Financial Group, Ltd. 401(k) 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. Allegheny Financial Group, Ltd. 401(k) Plan sits mid-pack in the medium band (105 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 251307896 · Allegheny Financial Group PY 2024 · 401(k)

Allegheny Financial Group, Ltd. 401(k) Plan · $39M · 105 · 81st

ASSETS $39M
PCT 105
EIN 81st
RANK 401(k)
PHOTO near Buehler's Fresh Foods Employees' 401(k) Plan
IND ind #6051

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 Pennsylvania →

End-of-year total assets ($M) among Allegheny Financial Group, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$39M
Net Income	$5M
Employer EIN	251307896
Plan Effective Date	1983-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Allegheny Financial Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Allegheny Financial Group, Ltd. 401(k) Plan side-by-side with 3 peers →

Allegheny Financial Group, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Buehler's Fresh Foods Employees' 401(k) Plan in OH ($39M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Buehler's Fresh Foods Employees' 401(k) Plan (OH) $39M · 1,418
The Berge Group Retirement Savings Plan (AZ) $39M · 789
Koozie Group 401(k) Savings and Investment Plan (FL) $39M · 1,359
Integrated Data Services Employees' 401(k) Plan (NV) $39M · 272

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off

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 Allegheny Financial Group, Ltd. 401(k) Plan assets move in 2024? ▼

Allegheny Financial Group, Ltd. 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $34M to $39M. Reported net income was $5M.

Where does Allegheny Financial Group, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼

Allegheny Financial Group, Ltd. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Allegheny Financial Group, Ltd. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Buehler's Fresh Foods Employees' 401(k) Plan in OH ($39M, 1,418 participants).

Which 401(k) plans cover a similar participant headcount to Allegheny Financial Group, Ltd. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 251307896.