401(k) · DOL Form 5500 · 2024

Allegiance Fundraising LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
219
Participants Below avg headcount
72nd
Percentile by assets National rank
$101,729
Avg per participant Below avg balance/head
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Official DOL plan name: Allegiance Fundraising LLC 401(k) Retirement Savings Plan · Sponsored by Allegiance Fundraising LLC · North Dakota · Administrative & Support Services

$22M in assets, 219 participants

Allegiance Fundraising LLC's Allegiance Fundraising LLC 401(k) Retirement Savings Plan reported $22M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,743 in Administrative & Support Services (4,368 peers)

Coverage in North Dakota

Allegiance Fundraising LLC 401(k) Retirement Savings Plan covers 219 participants in North Dakota, about 43% of the average North Dakota filer (state average ~504 per filing). Assets: $22M.

#3,743
in Administrative & Support Services (4,368 peers)
+17.8%
assets growth YoY

Allegiance Fundraising LLC 401(k) Retirement Savings Plan's outsized position by total assets

Allegiance Fundraising LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$22,278,585 Top 28% higher than 72% 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

Allegiance Fundraising LLC 401(k) Retirement Savings 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. Allegiance Fundraising LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allegiance Fundraising LLC 401(k) Retirement Savings Plan reported participants rose from 133 in the plan year 2023 filing to 219 in the plan year 2024 filing.
  • Allegiance Fundraising LLC 401(k) Retirement Savings Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Allegiance Fundraising LLC 401(k) Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 823042218 · Allegiance Fundraising LLC PY 2024 · 401(k)

Allegiance Fundraising LLC 401(k) Retirement Savings Plan · $22M · 219 · 72nd

  • 5500 $22M
  • 5500 219
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Bowflex Inc. 401(k) Savings Plan
  • 5500 ind #3743

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 Administrative & Support Services retirement plans → · Plans in North Dakota →

Allegiance Fundraising LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Allegiance Fundraising LLC 401(k) Retirement Savings PlanAllegiance Fundraising LLC 4…$22MBowflex Inc. 401(k) Savings PlanBowflex Inc. 401(k) Savings …$22MEntech Engineering, Inc. 401(k) PlanEntech Engineering, Inc. 401…$22MUnited Methodist Homes 401(k) PlanUnited Methodist Homes 401(k…$22MN.a.S.W. Employees 401(k) Benefit PlanN.a.S.W. Employees 401(k) Be…$22M
End-of-year total assets ($M) among Allegiance Fundraising LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Dakota filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN823042218
Plan Effective Date1998-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Fundraising LLC)

Sponsor-wide plan assets over time

All Allegiance Fundraising LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 100.67807013261267% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $11.1M $22.3M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 125 $11M
2023 1 133 $19M
2024 1 219 $22M

Nearby 401(k) Plans in North Dakota

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

Allegiance Fundraising LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Allegiance Fundraising LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.022278585 · Participants: 219Allegiance Fundraising LLC 401(k) Retirement Savings PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Allegiance Fundraising LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Allegiance Fundraising LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Allegiance Fundraising LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Bowflex Inc. 401(k) Savings Plan in WA ($22M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Allegiance Fundraising LLC 401(k) Retirement Savings Plan assets move in 2024? ▼
Allegiance Fundraising LLC 401(k) Retirement Savings Plan grew sharply - up 17.8% during 2024, from $19M to $22M. Reported net income was $3M.
How have Allegiance Fundraising LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Fundraising LLC's sponsor-wide assets grew 100.7%, from $11M to $22M.
Which 401(k) plans are similar in size to Allegiance Fundraising LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowflex Inc. 401(k) Savings Plan in WA ($22M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Fundraising LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joy Companies, Inc. Retirement Plan in MD (219 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 823042218.

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.