401(k) · DOL Form 5500 · 2022

Allen & Kimbell, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
15
Participants Small participant base
65th
Percentile by assets National rank
$665,417
Avg per participant High balance/head
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Official DOL plan name: Allen & Kimbell 401(k) Profit Sharing Plan · Sponsored by Allen & Kimbell, LLP · California · Professional & Technical Services

$10M in assets, 15 participants

Allen & Kimbell, LLP's Allen & Kimbell 401(k) Profit Sharing Plan reported $10M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,721 in Professional & Technical Services (21,562 peers)

Allen & Kimbell, LLP multi-year trail

Allen & Kimbell, LLP's plans moved +29.2% in assets from 2022 to 2024; this filing shows Allen & Kimbell 401(k) Profit Sharing Plan at $10M / 15 participants.

#13,721
in Professional & Technical Services (21,562 peers)
-31.3%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen & Kimbell 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allen & Kimbell 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,981,258 Top 35% higher than 65% of 139,123 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 2022

Allen & Kimbell 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen & Kimbell 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 770333866 · Allen & Kimbell, LLP PY 2022 · 401(k)

Allen & Kimbell 401(k) Profit Sharing Plan · $10M · 15 · 65th

  • 5500 $10M
  • ASSETS 15
  • PCT 65th
  • EIN 401(k)
  • RANK near Ballard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing Plan
  • PHOTO ind #13721

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 →

Allen & Kimbell 401(k) Profit Sharing Plan in the asset neighbourhood

Allen & Kimbell 401(k) Profit Sharing PlanAllen & Kimbell 401(k) Profi…$10MBallard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing PlanBallard Pediatric Clinic, In…$10MBank of Labor Retirement Plan$10MCarrollwood Day School 401(k) Profit Sharing PlanCarrollwood Day School 401(k…$10MBrown-Campbell Company 401(k) PlanBrown-Campbell Company 401(k…$10M
End-of-year total assets ($M) among Allen & Kimbell 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allen & Kimbell, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Allen & Kimbell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.223861360962715% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.98M $12.9M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 15 $10M
2023 1 14 $11M
2024 1 17 $13M

Allen & Kimbell, LLP filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$10M
Net Income-$5M
Employer EIN770333866
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Allen & Kimbell 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allen & Kimbell 401(k) Profit Sharing Plan, Total assets ($B): 0.009981258 · Participants: 15Allen & Kimbell 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Allen & Kimbell 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allen & Kimbell 401(k) Profit Sharing Plan side-by-side with 3 peers →

Allen & Kimbell 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ballard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing Plan in WA ($10M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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.

Frequently Asked Questions

How did Allen & Kimbell 401(k) Profit Sharing Plan assets move in 2022? ▼
Allen & Kimbell 401(k) Profit Sharing Plan contracted severely - down 31.3% during 2022, from $15M to $10M. Reported net income was -$5M.
How have Allen & Kimbell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen & Kimbell, LLP's sponsor-wide assets grew 29.2%, from $10M to $13M.
Which 401(k) plans are similar in size to Allen & Kimbell 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ballard Pediatric Clinic, Inc. P.S. 401(k) Profit Sharing Plan in WA ($10M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Allen & Kimbell 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770333866.

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.