401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$243M
Total assets
345
Participants
96th
Percentile by assets
$704,352
Avg per participant
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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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$243M
total plan assets (2022 EOY)
345
covered participants
96th
percentile by assets (of 139,126 plans)
$704,352
avg assets per participant

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 vs the 2022 asset distribution

By assets, Allen Matkins Profit Sharing and 401(k) Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

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)

$200M$250M$300M$350M 202220232024 $253M $325M ▲ +28.2%
Total plan assets by year, all Allen Matkins Leck Gamble Mallory & Natsis LLP plans on file
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

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…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Allen Matkins Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allen Matkins Profit Sharing and 401(k) Plan by total assets, not by location.

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).

Next read for Allen Matkins Profit Sharing and 401(k) …

Scale reading

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