401(k) · DOL Form 5500 · 2024

Allergy Partners, PLLC 401(k) Plan

Data updated 2026-08-11

$136M
Total assets
988
Participants
92nd
Percentile by assets
$138,155
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$136M
total plan assets (2024 EOY)
988
covered participants
92nd
percentile by assets (of 123,622 plans)
$138,155
avg assets per participant

Where Allergy Partners Management LLC Retirement Savings Plan sits 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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Healthcare & Social Assistance

Allergy Partners Management LLC Retirement Savings Plan vs the 2024 asset distribution

By assets, Allergy Partners Management LLC Retirement Savings Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M$160M 202220232024 $95.6M $137M ▲ +42.8%
Total plan assets by year, all Allergy Partners, PLLC plans on file
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 ($B) Participants Allergy Partners Man…, Total assets ($B): 0.13649701 · Participants: 988Allergy Partners Man…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
Allergy Partners Management LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Allergy Partners Management LLC Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allergy Partners Management LLC Retirement Savings Plan by total assets, not by location.

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).

Next read for Allergy Partners Management LLC Retireme…

Scale reading

Ways to act on Allergy Partners Management LLC Retirement Savings Plan's numbers.

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.