401(k) · DOL Form 5500 · 2024
Albaugh, LLC 401(k) Plan
Data updated 2026-08-11
- $72M
- Total assets
- 313
- Participants
- 88th
- Percentile by assets
- $229,956
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $72M
- total plan assets (2024 EOY)
- 313
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $229,956
- avg assets per participant
Where Albaugh, LLC 401(k) Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Albaugh, LLC 401(k) Profit Sharing Plan vs the 2024 asset distribution
By assets, Albaugh, LLC 401(k) Profit Sharing Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $10M |
| Employer EIN | 421377980 |
| Plan Effective Date | 1980-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albaugh, LLC)
| 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.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Albaugh, LLC 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Albaugh, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Albaugh, LLC plan assets changed over time? ▼
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Next read for Albaugh, LLC 401(k) Profit Sharing Plan
Scale reading
Ways to act on Albaugh, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Albaugh, LLC 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Albaugh, LLC's sponsor-wide assets have grown 44.1% since 2022 across 3 plan years on file. More Other Services plans