401(k) · DOL Form 5500 · 2024

Allied Management Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 723
Participants Near avg headcount: 65th
Percentile by assets National rank: $21,008
Avg per participant Low balance/head

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Official DOL plan name: Allied 401(k) Plan · Sponsored by Allied Management Inc. · Texas · Manufacturing

$15M in assets, 723 participants

Allied Management Inc.'s Allied 401(k) Plan reported $15M in total assets and 723 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#9,380 in Manufacturing (17,777 peers)

Allied Management Inc. multi-year trail

Allied Management Inc.'s plans moved +64.6% in assets from 2022 to 2024; this filing shows Allied 401(k) Plan at $15M / 723 participants.

#9,380
in Manufacturing (17,777 peers): +32.6%
assets growth YoY

Allied 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Allied 401(k) Plan vs every filed plan by assets

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

$15,188,836 Top 35% higher than 65% 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

Allied 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. Allied 401(k) Plan sits mid-pack in the medium band (723 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%)

Allied 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Allied 401(k) Plan reported participants rose from 545 in the plan year 2023 filing to 723 in the plan year 2024 filing.
Allied 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 301007753 · Allied Management Inc. PY 2024 · 401(k)

Allied 401(k) Plan · $15M · 723 · 65th

SCH $15M
SCH 723
SCH 65th
SCH 401(k)
SCH near One Community Health 401(k) Plan
SCH ind #9380

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 Manufacturing retirement plans → · Plans in Texas →

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

Allied Management Inc. multi-year asset trail

Latest sponsor-wide plan assets: $15M 64.57471728415088% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	473	$9M
2023	1	545	$11M
2024	1	723	$15M

Allied Management Inc. filing trail (2024)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	301007753
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allied 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Allied 401(k) Plan side-by-side with 3 peers →

Allied 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is One Community Health 401(k) Plan in OR ($15M); by covered participants it is Mbs Asset Management, LLC 401(k) Plan in CA (723 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

One Community Health 401(k) Plan (OR) $15M · 255
The Grand Healthcare System 401(k) Plan (NY) $15M · 2,958
Medical Physics Consultants, Inc. 401(k) Plan and Trust (MI) $15M · 50
Woods Hole Group 401(k) Profit Sharing Plan (MA) $15M · 89

Similar participant headcount

Nearest other-state filings by covered participants (723 participants); asset peers above are excluded.

Mbs Asset Management, LLC 401(k) Plan (CA) 723 · 0 off
Seneca Holdings, LLC 401(k) Retirement Savings Plan (NY) 723 · 0 off
Inpro Corp. 401(k) Profit Sharing Plan (WI) 723 · 0 off
Keystone Marketing Holdings, LLC 401(k) Plan (IL) 723 · 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 Allied 401(k) Plan assets move in 2024? ▼

Allied 401(k) Plan surged - up 32.6% during 2024, from $11M to $15M. Reported net income was $2M.

How have Allied Management Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Allied Management Inc.'s sponsor-wide assets grew 64.6%, from $9M to $15M.

Which 401(k) plans are similar in size to Allied 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is One Community Health 401(k) Plan in OR ($15M, 255 participants).

Which 401(k) plans cover a similar participant headcount to Allied 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mbs Asset Management, LLC 401(k) Plan in CA (723 participants, $57M 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 301007753.