401(k) · DOL Form 5500 · 2024

Allredi, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 225
Participants Below avg headcount: 64th
Percentile by assets National rank: $64,520
Avg per participant Low balance/head

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Official DOL plan name: Allredi, LLC Retirement Plan · Sponsored by Allredi, LLC · Texas · Wholesale Trade

$15M in assets, 225 participants

Allredi, LLC's Allredi, LLC Retirement Plan reported $15M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#3,443 in Wholesale Trade (6,080 peers)

Coverage in Texas

Allredi, LLC Retirement Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#3,443
in Wholesale Trade (6,080 peers): +19.6%
assets growth YoY

Allredi, LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Allredi, LLC Retirement Plan vs every filed plan by assets

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

$14,517,063 Top 36% higher than 64% 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

Allredi, LLC Retirement 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. Allredi, LLC Retirement Plan sits mid-pack in the medium band (225 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%)

Allredi, LLC Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Allredi, LLC Retirement Plan reported participants rose from 209 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821900378 · Allredi, LLC PY 2024 · 401(k)

Allredi, LLC Retirement Plan · $15M · 225 · 64th

BOY $15M
SCH 225
EBSA 64th
PART 401(k)
TYPE near Ecs Financial Services, Inc. Employees' Profit Sharing Plan & Trust
NET ind #3443

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 Wholesale Trade retirement plans → · Plans in Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	821900378
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Allredi, LLC)

Latest sponsor-wide plan assets: $15M 48.36172756195739% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	221	$10M
2023	1	209	$12M
2024	1	225	$15M

Nearby 401(k) Plans in Texas

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

Allredi, LLC Retirement 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 Allredi, LLC Retirement Plan side-by-side with 3 peers →

Allredi, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ecs Financial Services, Inc. Employees' Profit Sharing Plan & Trust in IL ($15M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Ecs Financial Services, Inc. Employees' Profit Sharing Plan & Trust (IL) $15M · 42
Bob Smith Bmw/Mini 401(k) Plan (CA) $15M · 113
Daily Management 401(k) Profit Sharing Plan (FL) $15M · 739
Forensic Medical 401(k) Savings Plan (TN) $15M · 75

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

West-Mark Retirement Plan (CA) 225 · 0 off
The Corporation of Fine Arts Museums 401(k) Plan (CA) 225 · 0 off
Aunalytics 401(k) Retirement Savings Plan (IN) 225 · 0 off
Cam Properties 401(k) Plan (AZ) 225 · 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 Allredi, LLC Retirement Plan assets move in 2024? ▼

Allredi, LLC Retirement Plan grew sharply - up 19.6% during 2024, from $12M to $15M. Reported net income was $2M.

How have Allredi, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Allredi, LLC's sponsor-wide assets grew 48.4%, from $10M to $15M.

Which 401(k) plans are similar in size to Allredi, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ecs Financial Services, Inc. Employees' Profit Sharing Plan & Trust in IL ($15M, 42 participants).

Which 401(k) plans cover a similar participant headcount to Allredi, LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 821900378.