401(k) · DOL Form 5500 · 2024

Albaugh, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
313
Participants Below avg headcount
88th
Percentile by assets National rank
$229,956
Avg per participant Above avg balance/head
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Official DOL plan name: Albaugh, LLC 401(k) Profit Sharing Plan · Sponsored by Albaugh, LLC · Iowa · Other Services

$72M in assets, 313 participants

Albaugh, LLC's Albaugh, LLC 401(k) Profit Sharing Plan reported $72M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,342 in Other Services (7,719 peers)

Where Albaugh, LLC 401(k) Profit Sharing Plan sits by assets

Albaugh, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $72M for 313 participants (~$229,956/participant), up 16.8% in 2024.

#7,342
in Other Services (7,719 peers)
+16.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Albaugh, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Albaugh, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$71,976,300 Top 12% higher than 88% 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

Albaugh, LLC 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. Albaugh, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albaugh, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Albaugh, LLC 401(k) Profit Sharing Plan reported participants rose from 274 in the plan year 2023 filing to 313 in the plan year 2024 filing.
  • Albaugh, LLC 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421377980 · Albaugh, LLC PY 2024 · 401(k)

Albaugh, LLC 401(k) Profit Sharing Plan · $72M · 313 · 88th

  • 5500 $72M
  • ASSETS 313
  • PCT 88th
  • EIN 401(k)
  • RANK near The Durant Auto Group 401(k) Plan
  • PHOTO ind #7342

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 Other Services retirement plans → · Plans in Iowa →

Albaugh, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Proximo Spirits Inc. 401(k) Profit Sharing Plan and TrustProximo Spirits Inc. 401(k) …$72MHood Industries Retirement and Savings PlanHood Industries Retirement a…$72MAlbaugh, LLC 401(k) Profit Sharing PlanAlbaugh, LLC 401(k) Profit S…$72MThe Durant Auto Group 401(k) PlanThe Durant Auto Group 401(k)…$72MWoolf, Mcclane, Bright, Allen & Carpenter, PLLC, 401 (K) Profit Sharing PlanWoolf, Mcclane, Bright, Alle…$72M
End-of-year total assets ($M) among Albaugh, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$72M
Net Income$10M
Employer EIN421377980
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albaugh, LLC)

Sponsor-wide plan assets over time

All Albaugh, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 44.09942290199484% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50M $72M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 233 $50M
2023 1 274 $62M
2024 1 313 $72M

Nearby 401(k) Plans in Iowa

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

Albaugh, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Albaugh, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.0719763 · Participants: 313Albaugh, LLC 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Albaugh, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Albaugh, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Albaugh, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Durant Auto Group 401(k) Plan in TX ($72M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Albaugh, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Albaugh, LLC 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2024, from $62M to $72M. Reported net income was $10M.
How have Albaugh, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albaugh, LLC's sponsor-wide assets grew 44.1%, from $50M to $72M.
Where does Albaugh, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Albaugh, LLC 401(k) Profit Sharing Plan ranks in the 88th 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 Albaugh, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Durant Auto Group 401(k) Plan in TX ($72M, 2,443 participants).
Which 401(k) plans cover a similar participant headcount to Albaugh, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan of Waypoint in NH (313 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 421377980.

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.