Plan5500

Allen Operations LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allen Operations LLC (EIN 13-4195373) is a plan sponsor located in New York, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4195373
Location
New York, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allen Operations LLC

  • 3 loaded plans hold $199.2M in reported assets.
  • The largest, The Allen & Company 401(K) Savings Plan, holds 50% of this company's reported plan assets.
  • Plans cover 848 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$199.2MSummed across loaded plans$199,190,244
Total reported assets$199.2M$199,190,244
Total reported participants848
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$199.2M total assets
Net assets$199.2MLiabilities$0
Contributions & income
Employer contributions$652.7K
Participant contributions$3.7M
Total income / additions$29.4M
Expenses & distributions
Benefits paid / distributions$8.1M
Total expenses$8.2M
Net increase / (decrease)$21.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets50%The Allen & Company 401(K) Savings Plan
Participants per plan283Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Allen & Company 401(K) Savings Plan$99.7M
    Plan #002 · 347 participants · 2023
  2. 2
    Pension Plan Of Allen & Company$99.5M
    Plan #001 · 300 participants · 2023
  3. 3
    Allen & Company Employee Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 201 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allen Operations LLC. Open one for its full reported snapshot.

  1. 2023
    The Allen & Company 401(K) Savings Plan347 participants · 3Sch HSch C
    View filing →
  2. 2023
    Pension Plan Of Allen & Company300 participants · 3Sch HSch C
    View filing →
  3. 2023
    Allen & Company Employee Health And Welfare Benefits Plan201 participants · 3No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allen Operations LLC report on Form 5500?
Allen Operations LLC (EIN 13-4195373) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allen Operations LLC?
The Employer Identification Number (EIN) reported for Allen Operations LLC is 13-4195373.
What is the latest Form 5500 filing year for Allen Operations LLC?
The latest loaded Form 5500 filing year for Allen Operations LLC is 2023.

Related Form 5500 pages