401(k) · DOL Form 5500 · 2024

David Allen Company, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
187
Participants Below avg headcount
59th
Percentile by assets National rank
$61,431
Avg per participant Low balance/head
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Official DOL plan name: David Allen Company, Inc. 401(k) Profit Sharing Plan · Sponsored by David Allen Company, Inc. · North Carolina · Construction

$11M in assets, 187 participants

David Allen Company, Inc.'s David Allen Company, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,143 in Construction (9,039 peers)

Coverage in North Carolina

David Allen Company, Inc. 401(k) Profit Sharing Plan covers 187 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#5,143
in Construction (9,039 peers)
+15.3%
assets growth YoY

David Allen Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

David Allen Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,487,557 Top 41% higher than 59% 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

David Allen Company, Inc. 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. David Allen Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Allen Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • David Allen Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 196 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560889788 · David Allen Company, Inc. PY 2024 · 401(k)

David Allen Company, Inc. 401(k) Profit Sharing Plan · $11M · 187 · 59th

  • 5500 $11M
  • ASSETS 187
  • PCT 59th
  • EIN 401(k)
  • RANK near Consensys Software Inc. 401(k) Plan
  • PHOTO ind #5143

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 Construction retirement plans → · Plans in North Carolina →

David Allen Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

David Allen Company, Inc. 401(k) Profit Sharing PlanDavid Allen Company, Inc. 40…$11MConsensys Software Inc. 401(k) PlanConsensys Software Inc. 401(…$11MMotor City Stamping, Inc. 401(k) PlanMotor City Stamping, Inc. 40…$11MAllan Gerke & Sons, Inc. 401(k) PlanAllan Gerke & Sons, Inc. 401…$11MCalifornia Retina Consultants 401(k) PlanCalifornia Retina Consultant…$11M
End-of-year total assets ($M) among David Allen Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN560889788
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Allen Company, Inc.)

Sponsor-wide plan assets over time

All David Allen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.122844089435112% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18M $23.2M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 409 $18M
2023 2 403 $20M
2024 2 377 $23M

Nearby 401(k) Plans in North Carolina

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

David Allen Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants David Allen Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011487557 · Participants: 187David Allen Company, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
David Allen Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare David Allen Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Consensys Software Inc. 401(k) Plan in TX ($11M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 David Allen Company, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
David Allen Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2024, from $10M to $11M. Reported net income was $2M.
How have David Allen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Allen Company, Inc.'s sponsor-wide assets grew 29.1%, from $18M to $23M.
Which 401(k) plans are similar in size to David Allen Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consensys Software Inc. 401(k) Plan in TX ($11M, 292 participants).
Which 401(k) plans cover a similar participant headcount to David Allen Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M 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 560889788.

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.