401(k) · DOL Form 5500 · 2022

Allen Matkins Leck Gamble Mallory & Natsis LLP 401(k) Plan

Data updated 2026-08-25

$243M
Total assets Near avg plan size
345
Participants Below avg headcount
96th
Percentile by assets National rank
$704,352
Avg per participant High balance/head
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Official DOL plan name: Allen Matkins Profit Sharing and 401(k) Plan · Sponsored by Allen Matkins Leck Gamble Mallory & Natsis LLP · California · Professional & Technical Services

$243M in assets, 345 participants

Allen Matkins Leck Gamble Mallory & Natsis LLP's Allen Matkins Profit Sharing and 401(k) Plan reported $243M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,977 in Professional & Technical Services (21,562 peers)

Where Allen Matkins Profit Sharing and 401(k) Plan sits by assets

Allen Matkins Profit Sharing and 401(k) Plan sits in the top 5% of all filed plans by assets, $243M for 345 participants (~$704,352/participant), down 12.9% in 2022.

#20,977
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen Matkins Profit Sharing and 401(k) Plan's outsized position by total assets

Allen Matkins Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$243,001,302 Top 4% higher than 96% 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 Matkins Profit Sharing and 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. Allen Matkins Profit Sharing and 401(k) Plan sits mid-pack in the medium band (345 participants).

Form 5500 schedule snapshot

Filing strip 953605309 · Allen Matkins Leck Gamble Mallory & Natsis LLP PY 2022 · 401(k)

Allen Matkins Profit Sharing and 401(k) Plan · $243M · 345 · 96th

  • PART $243M
  • PART 345
  • PART 96th
  • PART 401(k)
  • PART near Heraeus Incorporated 401(k) Retirement Plan
  • PART ind #20977

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 Matkins Profit Sharing and 401(k) Plan in the asset neighbourhood

Northwest Bank 401(k) Plan$243MJasper Holdings, Inc. 401(k) PlanJasper Holdings, Inc. 401(k)…$243MAllen Matkins Profit Sharing and 401(k) PlanAllen Matkins Profit Sharing…$243MHeraeus Incorporated 401(k) Retirement PlanHeraeus Incorporated 401(k) …$243MSappi North America, Inc. Hourly Investment PlanSappi North America, Inc. Ho…$243M
End-of-year total assets ($M) among Allen Matkins Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$243M
Net Income-$36M
Employer EIN953605309
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Matkins Leck Gamble Mallory & Natsis LLP)

Sponsor-wide plan assets over time

All Allen Matkins Leck Gamble Mallory & Natsis LLP plans reported in each filing year

Latest sponsor-wide plan assets
$325M 28.21161245349066% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $253M $325M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 462 $253M
2023 2 486 $292M
2024 2 523 $325M

Nearby 401(k) Plans in California

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

Allen Matkins Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allen Matkins Profit Sharing and 401(k) Plan, Total assets ($B): 0.243001302 · Participants: 345Allen Matkins Profit Sharing and 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
Allen Matkins Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allen Matkins Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Heraeus Incorporated 401(k) Retirement Plan in PA ($243M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($243M here).

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Matkins Profit Sharing and 401(k) Plan assets move in 2022? ▼
Allen Matkins Profit Sharing and 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $279M to $243M. Reported net income was -$36M.
How have Allen Matkins Leck Gamble Mallory & Natsis LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Matkins Leck Gamble Mallory & Natsis LLP's sponsor-wide assets grew 28.2%, from $253M to $325M.
Where does Allen Matkins Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Allen Matkins Profit Sharing and 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Allen Matkins Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heraeus Incorporated 401(k) Retirement Plan in PA ($243M, 1,745 participants).
Which 401(k) plans cover a similar participant headcount to Allen Matkins Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants, N/A 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 953605309.

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.