401(k) · DOL Form 5500 · 2022
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 341
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $549,799
- Avg per participant High balance/head
Official DOL plan name: Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · Sponsored by Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation · California · Professional & Technical Services
$187M in assets, 341 participants
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation's Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported $187M in total assets and 341 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,802 in Professional & Technical Services (21,562 peers)
Where Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits by assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits in the top 5% of all filed plans by assets, $187M for 341 participants (~$549,799/participant), down 14.9% in 2022.
- #20,802
- in Professional & Technical Services (21,562 peers)
- -14.9%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's outsized position by total assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$187,481,550 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits mid-pack in the medium band (341 participants).
DOL schedule card
Filing strip 953378600 · Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation PY 2022 · 401(k)
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · $187M · 341 · 95th
- EBSA $187M
- EBSA 341
- EBSA 95th
- EBSA 401(k)
- EBSA near The Talbots, Inc. Retirement Savings 401(k) Plan
- EBSA ind #20802
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 Professional & Technical Services retirement plans → · Plans in California →
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $220M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | -$33M |
| Employer EIN | 953378600 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation)
Sponsor-wide plan assets over time
All Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 38.876987095530204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 341 | $187M |
| 2023 | 1 | 359 | $227M |
| 2024 | 1 | 363 | $260M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Talbots, Inc. Retirement Savings 401(k) Plan in MA ($187M); by covered participants it is Alpine 401(k) Plan in CO (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
- The Talbots, Inc. Retirement Savings 401(k) Plan (MA) $187M · 4,938
- The Valve Corporation 401(k) Plan and Trust (WA) $188M · 316
- Third Amended and Restated Ww Savings Plan (NY) $188M · 2,851
- Zachry Corporation Employees 401(k) Plan (TX) $187M · 2,096
Similar participant headcount
Nearest other-state filings by covered participants (341 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.