Profit Sharing · DOL Form 5500 · 2024

Allen Educational Opportunities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
32nd
Percentile by assets National rank
$73,187
Avg per participant Below avg balance/head
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Official DOL plan name: Allen Educational Opportunities, Inc. Retirement Plan · Sponsored by Allen Educational Opportunities, Inc. · Alabama · Healthcare & Social Assistance

$3M in assets, 35 participants

Allen Educational Opportunities, Inc.'s Allen Educational Opportunities, Inc. Retirement Plan reported $3M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,324 in Healthcare & Social Assistance (16,916 peers)

Allen Educational Opportunities, Inc. multi-year trail

Allen Educational Opportunities, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Allen Educational Opportunities, Inc. Retirement Plan at $3M / 35 participants.

#5,324
in Healthcare & Social Assistance (16,916 peers)
+20.8%
assets growth YoY

Allen Educational Opportunities, Inc. Retirement Plan among the smaller filed plans by assets

Allen Educational Opportunities, Inc. Retirement Plan vs every filed plan by assets

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

$2,561,559 32nd percentile higher than 32% 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

Allen Educational Opportunities, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen Educational Opportunities, Inc. Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allen Educational Opportunities, Inc. Retirement Plan reported net income rose from $305K in the plan year 2023 filing to $441K in the plan year 2024 filing.
  • Allen Educational Opportunities, Inc. Retirement Plan reported participants rose from 25 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Allen Educational Opportunities, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 811745724 · Allen Educational Opportunities, Inc. PY 2024 · Profit Sharing

Allen Educational Opportunities, Inc. Retirement Plan · $3M · 35 · 32nd

  • ASSETS $3M
  • ASSETS 35
  • ASSETS 32nd
  • ASSETS Profit Sharing
  • ASSETS near Pomme Rouge Properties Corp. Retirement Plan
  • ASSETS ind #5324

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Allen Educational Opportunities, Inc. Retirement Plan in the asset neighbourhood

Allen Educational Opportunities, Inc. Retirement PlanAllen Educational Opportunit…$3MPomme Rouge Properties Corp. Retirement PlanPomme Rouge Properties Corp.…$3MJ. Tome and C. Mercado Retirement PlanJ. Tome and C. Mercado Retir…$3MTom Taylor, Inc. Profit Sharing PlanTom Taylor, Inc. Profit Shar…$3MBill Ledbetter Drywall Sales Inc Profit Sharing PlanBill Ledbetter Drywall Sales…$3M
End-of-year total assets ($M) among Allen Educational Opportunities, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Allen Educational Opportunities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allen Educational Opportunities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.109947540149165% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.82M $2.56M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 30 $2M
2023 1 25 $2M
2024 1 35 $3M

Allen Educational Opportunities, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$441K
Employer EIN811745724
Plan Effective Date2016-03-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Allen Educational Opportunities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Allen Educational Opportunities, Inc. Retirement Plan, Total assets ($M): 2.561559 · Participants: 35Allen Educational Opportunities, Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Allen Educational Opportunities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Allen Educational Opportunities, Inc. Retirement Plan side-by-side with 3 peers →

Allen Educational Opportunities, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Pomme Rouge Properties Corp. Retirement Plan in ME ($3M); by covered participants it is Bostwick Investments Inc. Retirement Plan in GA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Allen Educational Opportunities, Inc. Retirement Plan assets move in 2024? ▼
Allen Educational Opportunities, Inc. Retirement Plan grew sharply - up 20.8% during 2024, from $2M to $3M. Reported net income was $441K.
How have Allen Educational Opportunities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Educational Opportunities, Inc.'s sponsor-wide assets grew 41.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Allen Educational Opportunities, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pomme Rouge Properties Corp. Retirement Plan in ME ($3M, 49 participants).
Which Profit Sharing plans cover a similar participant headcount to Allen Educational Opportunities, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bostwick Investments Inc. Retirement Plan in GA (35 participants, $2M 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 811745724.

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.