401(k) · DOL Form 5500 · 2023
Allergy Partners, PLLC 401(k) Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 925
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $129,525
- Avg per participant Near avg balance/head
Official DOL plan name: Allergy Partners Management LLC Retirement Savings Plan · Sponsored by Allergy Partners, PLLC · North Carolina · Healthcare & Social Assistance
$120M in assets, 925 participants
Allergy Partners, PLLC's Allergy Partners Management LLC Retirement Savings Plan reported $120M in total assets and 925 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,511 in Healthcare & Social Assistance (17,684 peers)
Where Allergy Partners Management LLC Retirement Savings Plan sits by assets
Allergy Partners Management LLC Retirement Savings Plan sits in the top 10% of all filed plans by assets, $120M for 925 participants (~$129,525/participant), up 25.4% in 2023.
- #16,511
- in Healthcare & Social Assistance (17,684 peers)
- +25.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Allergy Partners Management LLC Retirement Savings Plan's outsized position by total assets
Allergy Partners Management LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$119,810,899 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allergy Partners Management LLC Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allergy Partners Management LLC Retirement Savings Plan sits mid-pack in the medium band (925 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allergy Partners Management LLC Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Allergy Partners Management LLC Retirement Savings Plan end-of-year assets rose from $96M in the plan year 2022 filing to $120M in the plan year 2023 filing.
- Allergy Partners Management LLC Retirement Savings Plan reported participants rose from 820 in the plan year 2022 filing to 925 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 561249571 · Allergy Partners, PLLC PY 2023 · 401(k)
Allergy Partners Management LLC Retirement Savings Plan · $120M · 925 · 92nd
- EOY $120M
- 5500 925
- ASSETS 92nd
- PCT 401(k)
- EIN near Groupe Seb Employees' Retirement Income Plan
- RANK ind #16511
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Allergy Partners Management LLC Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $24M |
| Employer EIN | 561249571 |
| Plan Effective Date | 1979-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allergy Partners, PLLC)
Sponsor-wide plan assets over time
All Allergy Partners, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 42.830854228942236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 820 | $96M |
| 2023 | 1 | 925 | $120M |
| 2024 | 1 | 988 | $136M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Allergy Partners Management LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Groupe Seb Employees' Retirement Income Plan in NJ ($120M); by covered participants it is First Financial Corporation Employees' 401(k) Savings Plan in IN (925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Groupe Seb Employees' Retirement Income Plan (NJ) $120M · 571
- School of Visual Arts LLC Savings or Cash Option (NY) $120M · 1,638
- Pelican Products 401(k) Plan (CA) $120M · 1,088
- Savings Plan for Hourly Employees of Empire Iron Mining Partnership, Tilden Mining Company,L.C. and the Cleveland-Cliffs Iron Company (OH) $120M · 768
Similar participant headcount
Nearest other-state filings by covered participants (925 participants); asset peers above are excluded.
- First Financial Corporation Employees' 401(k) Savings Plan (IN) 925 · 0 off
- Stellant Systems, Inc. Retirement Plan (CA) 925 · 0 off
- Raf Industries, Inc. Savings Plan (PA) 925 · 0 off
- Marshalls, Inc. 401(k) Plan (MO) 926 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.