401(k) · DOL Form 5500 · 2022

Allworth Financial, LP 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
298
Participants Below avg headcount
87th
Percentile by assets National rank
$153,676
Avg per participant Above avg balance/head
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Official DOL plan name: Allworth Financial 401(k) Plan · Sponsored by Allworth Financial, LP · California · Finance & Insurance

$46M in assets, 298 participants

Allworth Financial, LP's Allworth Financial 401(k) Plan reported $46M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,373 in Finance & Insurance (9,261 peers)

Coverage in California

Allworth Financial 401(k) Plan covers 298 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $46M.

#7,373
in Finance & Insurance (9,261 peers)
-3.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allworth Financial 401(k) Plan's outsized position by total assets

Allworth Financial 401(k) Plan vs every filed plan by assets

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

$45,795,465 Top 13% higher than 87% 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

Allworth Financial 401(k) Plan 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. Allworth Financial 401(k) Plan sits mid-pack in the medium band (298 participants).

Form 5500 schedule snapshot

Filing strip 680372662 · Allworth Financial, LP PY 2022 · 401(k)

Allworth Financial 401(k) Plan · $46M · 298 · 87th

  • ASSETS $46M
  • PCT 298
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Wireco Worldgroup, Inc. 401(k) Savings Plan
  • IND ind #7373

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 Finance & Insurance retirement plans → · Plans in California →

Allworth Financial 401(k) Plan in the asset neighbourhood

Lamtec Corporation 401(k) Profit Sharing PlanLamtec Corporation 401(k) Pr…$46MWoods Oviatt Gilman, LLP 401(k) PlanWoods Oviatt Gilman, LLP 401…$46MAllworth Financial 401(k) PlanAllworth Financial 401(k) Pl…$46MWireco Worldgroup, Inc. 401(k) Savings PlanWireco Worldgroup, Inc. 401(…$46MBright Health Management, Inc. 401(k) PlanBright Health Management, In…$46M
End-of-year total assets ($M) among Allworth Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$46M
Net Income-$2M
Employer EIN680372662
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allworth Financial, LP)

Sponsor-wide plan assets over time

All Allworth Financial, LP plans reported in each filing year

Latest sponsor-wide plan assets
$77M 67.39439592981532% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.8M $76.7M ▲ +67.4%
Year Plans Participants Total Assets
2022 1 298 $46M
2023 1 396 $63M
2024 1 475 $77M

Nearby 401(k) Plans in California

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

Allworth Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allworth Financial 401(k) Plan, Total assets ($B): 0.045795465 · Participants: 298Allworth Financial 401(k) 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
Allworth Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allworth Financial 401(k) Plan side-by-side with 3 peers →

Allworth Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS ($46M); by covered participants it is Buckeye International, Inc 401(k) Plan in MO (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Allworth Financial 401(k) Plan assets move in 2022? ▼
Allworth Financial 401(k) Plan edged down modestly - down 3.7% during 2022, from $48M to $46M. Reported net income was -$2M.
How have Allworth Financial, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allworth Financial, LP's sponsor-wide assets grew 67.4%, from $46M to $77M.
Where does Allworth Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Allworth Financial 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allworth Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS ($46M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Allworth Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye International, Inc 401(k) Plan in MO (298 participants, $39M 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 680372662.

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.