401(k) · DOL Form 5500 · 2024

Allied Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
362
Participants Below avg headcount
33rd
Percentile by assets National rank
$7,797
Avg per participant Low balance/head
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Official DOL plan name: Bottle King 401(k) Plan · Sponsored by Allied Management, Inc. · New Jersey · Retail Trade

$3M in assets, 362 participants

Allied Management, Inc.'s Bottle King 401(k) Plan reported $3M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,633 in Retail Trade (8,048 peers)

Coverage in New Jersey

Bottle King 401(k) Plan covers 362 participants in New Jersey, about 43% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.

#3,633
in Retail Trade (8,048 peers)
+39.1%
assets growth YoY

Bottle King 401(k) Plan among the smaller filed plans by assets

Bottle King 401(k) Plan vs every filed plan by assets

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

$2,822,438 33rd percentile higher than 33% 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

Bottle King 401(k) 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. Bottle King 401(k) Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bottle King 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bottle King 401(k) Plan reported participants fell from 377 in the plan year 2023 filing to 362 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222069857 · Allied Management, Inc. PY 2024 · 401(k)

Bottle King 401(k) Plan · $3M · 362 · 33rd

  • SCH $3M
  • EBSA 362
  • PART 33rd
  • TYPE 401(k)
  • NET near Delmar Corporate Cleaning Services, Inc. 401(k) Plan
  • BOOK ind #3633

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 Retail Trade retirement plans → · Plans in New Jersey →

Bottle King 401(k) Plan in the asset neighbourhood

Bottle King 401(k) Plan$3MDelmar Corporate Cleaning Services, Inc. 401(k) PlanDelmar Corporate Cleaning Se…$3MThe 20, LLC 401(k) Plan$3MTraditions Spirits Inc 401(k) PlanTraditions Spirits Inc 401(k…$3MSterling Restaurants, LLC 401(k) PlanSterling Restaurants, LLC 40…$3M
End-of-year total assets ($M) among Bottle King 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$782K
Employer EIN222069857
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Management, Inc.)

Sponsor-wide plan assets over time

All Allied Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 131.46633556754168% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.22M $2.82M ▲ +131.1%
Year Plans Participants Total Assets
2022 1 430 $1M
2023 1 377 $2M
2024 1 362 $3M

Nearby 401(k) Plans in New Jersey

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

Bottle King 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bottle King 401(k) Plan, Total assets ($B): 0.002822438 · Participants: 362Bottle King 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Bottle King 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bottle King 401(k) Plan side-by-side with 3 peers →

Bottle King 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Delmar Corporate Cleaning Services, Inc. 401(k) Plan in MD ($3M); by covered participants it is Prosek LLC 401(k) Pension Plan in CT (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Bottle King 401(k) Plan assets move in 2024? ▼
Bottle King 401(k) Plan surged - up 39.1% during 2024, from $2M to $3M. Reported net income was $782K.
How have Allied Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Management, Inc.'s sponsor-wide assets grew 131.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Bottle King 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delmar Corporate Cleaning Services, Inc. 401(k) Plan in MD ($3M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Bottle King 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prosek LLC 401(k) Pension Plan in CT (362 participants, $33M 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 222069857.

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.