401(k) · DOL Form 5500 · 2024

Allergy Partners, PLLC 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
988
Participants Near avg headcount
92nd
Percentile by assets National rank
$138,155
Avg per participant Near avg balance/head
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Official DOL plan name: Allergy Partners Management LLC Retirement Savings Plan · Sponsored by Allergy Partners, PLLC · North Carolina · Healthcare & Social Assistance

$136M in assets, 988 participants

Allergy Partners, PLLC's Allergy Partners Management LLC Retirement Savings Plan reported $136M in total assets and 988 participants in its 2024 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.

  • #15,797 in Healthcare & Social Assistance (16,916 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, $136M for 988 participants (~$138,155/participant), up 13.9% in 2024.

#15,797
in Healthcare & Social Assistance (16,916 peers)
+13.9%
assets growth YoY
1.4×
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 2024 · DOL Form 5500

$136,497,010 Top 8% higher than 92% 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

Allergy Partners Management LLC 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. Allergy Partners Management LLC Retirement Savings Plan sits mid-pack in the medium band (988 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allergy Partners Management LLC Retirement Savings Plan reported net income fell from $24M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Allergy Partners Management LLC Retirement Savings Plan end-of-year assets rose from $120M in the plan year 2023 filing to $136M in the plan year 2024 filing.
  • Allergy Partners Management LLC Retirement Savings Plan reported participants rose from 925 in the plan year 2023 filing to 988 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561249571 · Allergy Partners, PLLC PY 2024 · 401(k)

Allergy Partners Management LLC Retirement Savings Plan · $136M · 988 · 92nd

  • RANK $136M
  • PHOTO 988
  • IND 92nd
  • EOY 401(k)
  • 5500 near Cole Schotz P. C. Profit-Sharing and 401(k) Plan
  • ASSETS ind #15797

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

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Beveridge & Diamond, P.C. 40…$137MAllergy Partners Management LLC Retirement Savings PlanAllergy Partners Management …$136MCole Schotz P. C. Profit-Sharing and 401(k) PlanCole Schotz P. C. Profit-Sha…$136MPotter Anderson & Corroon LLP Retirement PlanPotter Anderson & Corroon LL…$136MScripps Coastal Medical Group, Inc. Retirement Savings PlanScripps Coastal Medical Grou…$136M
End-of-year total assets ($M) among Allergy Partners Management LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$136M
Net Income$17M
Employer EIN561249571
Plan Effective Date1979-09-25
Filing StatusFILING 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
$80M$100M$120M$140M$160M 202220232024 $95.6M $137M ▲ +42.8%
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.

Allergy Partners Management LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Allergy Partners Management LLC Retirement Savings Plan, Total assets ($B): 0.13649701 · Participants: 988Allergy Partners Management LLC Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Allergy Partners Management LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Allergy Partners Management LLC Retirement Savings Plan side-by-side with 3 peers →

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 Cole Schotz P. C. Profit-Sharing and 401(k) Plan in NJ ($136M); by covered participants it is Alliance Entertainment 401(k) Plan in FL (988 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (988 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 Allergy Partners Management LLC Retirement Savings Plan assets move in 2024? ▼
Allergy Partners Management LLC Retirement Savings Plan grew at a solid clip - up 13.9% during 2024, from $120M to $136M. Reported net income was $17M.
How have Allergy Partners, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allergy Partners, PLLC's sponsor-wide assets grew 42.8%, from $96M to $136M.
Where does Allergy Partners Management LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allergy Partners Management LLC Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allergy Partners Management LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cole Schotz P. C. Profit-Sharing and 401(k) Plan in NJ ($136M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Allergy Partners Management LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Entertainment 401(k) Plan in FL (988 participants, $31M 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 561249571.

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.