401(k) · DOL Form 5500 · 2022
Assetmark Financial Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 870
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $121,655
- Avg per participant Near avg balance/head
Official DOL plan name: Assetmark Financial 401(k) Plan · Sponsored by Assetmark Financial Holdings, Inc. · California · Finance & Insurance
$106M in assets, 870 participants
Assetmark Financial Holdings, Inc.'s Assetmark Financial 401(k) Plan reported $106M in total assets and 870 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,228 in Finance & Insurance (9,261 peers)
Where Assetmark Financial 401(k) Plan sits by assets
Assetmark Financial 401(k) Plan sits in the top 10% of all filed plans by assets, $106M for 870 participants (~$121,655/participant), down 8.0% in 2022.
- #8,228
- in Finance & Insurance (9,261 peers)
- -8.0%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Assetmark Financial 401(k) Plan's outsized position by total assets
Assetmark Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$105,839,711 Top 7% higher than 93% 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
Assetmark 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. Assetmark Financial 401(k) Plan sits mid-pack in the medium band (870 participants).
Published 5500 schedule card
Filing strip 300774039 · Assetmark Financial Holdings, Inc. PY 2022 · 401(k)
Assetmark Financial 401(k) Plan · $106M · 870 · 93rd
- BOY $106M
- BOY 870
- BOY 93rd
- BOY 401(k)
- BOY near Bradford Group 401(k) Plan
- BOY ind #8228
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 →
Assetmark Financial 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | -$9M |
| Employer EIN | 300774039 |
| Plan Effective Date | 2013-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assetmark Financial Holdings, Inc.)
Sponsor-wide plan assets over time
All Assetmark Financial Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 65.3740626710517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 870 | $106M |
| 2023 | 1 | 977 | $141M |
| 2024 | 1 | 980 | $175M |
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
Assetmark Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bradford Group 401(k) Plan in IL ($106M); by covered participants it is Shoe Sensation, Inc. 401(k) Plan in IN (870 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Bradford Group 401(k) Plan (IL) $106M · 553
- Spartan Motors Retirement Plan (MI) $106M · 1,969
- The H.T. Hackney Co. Employees Profit Sharing Retirement Plan (TN) $106M · 2,669
- Pixelle Specialty Solutions 401(k) Savings Plan (PA) $106M · 482
Similar participant headcount
Nearest other-state filings by covered participants (870 participants); asset peers above are excluded.
- Shoe Sensation, Inc. 401(k) Plan (IN) 870 · 0 off
- Motional Ad Retirement Savings Program (MA) 870 · 0 off
- Cassia 401(k) Retirement Plan (MN) 870 · 0 off
- Bge, Inc. 401(k) Plan (TX) 870 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.