Defined Benefit (Pension) · DOL Form 5500 · 2022

Allen Matkins Leck Gamble Mallory & Natsis LLP Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
117
Participants Small participant base
65th
Percentile by assets National rank
$87,278
Avg per participant Below avg balance/head
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Official DOL plan name: Allen Matkins Cash Balance Pension Plan III · Sponsored by Allen Matkins Leck Gamble Mallory & Natsis LLP · California · Professional & Technical Services

$10M in assets, 117 participants

Allen Matkins Leck Gamble Mallory & Natsis LLP's Allen Matkins Cash Balance Pension Plan III reported $10M in total assets and 117 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.

  • #13,820 in Professional & Technical Services (21,562 peers)

Coverage in California

Allen Matkins Cash Balance Pension Plan III covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $10M.

#13,820
in Professional & Technical Services (21,562 peers)
+96.6%
assets growth YoY

Allen Matkins Cash Balance Pension Plan III's mid-pack asset rank among Professional & Technical Services and all filers

Allen Matkins Cash Balance Pension Plan III vs every filed plan by assets

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

$10,211,527 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 Matkins Cash Balance Pension Plan III 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 Cash Balance Pension Plan III sits mid-pack in the medium band (117 participants).

Published 5500 schedule card

Filing strip 953605309 · Allen Matkins Leck Gamble Mallory & Natsis LLP PY 2022 · Defined Benefit (Pension)

Allen Matkins Cash Balance Pension Plan III · $10M · 117 · 65th

  • TYPE $10M
  • NET 117
  • BOOK 65th
  • VS-ST Defined Benefit (Pension)
  • BOY near Emd, Inc. Employees' Retirement Plan
  • SCH ind #13820

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 Cash Balance Pension Plan III in the asset neighbourhood

Lasalle Bristol LP Pension PlanLasalle Bristol LP Pension P…$10MAppleton Group LLC Pension Plan for Bargaining Unit EmployeesAppleton Group LLC Pension P…$10MAllen Matkins Cash Balance Pension Plan IIIAllen Matkins Cash Balance P…$10MEmd, Inc. Employees' Retirement PlanEmd, Inc. Employees' Retirem…$10MAvox Systems Union Pension PlanAvox Systems Union Pension P…$10M
End-of-year total assets ($M) among Allen Matkins Cash Balance Pension Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN953605309
Plan Effective Date2021-01-01
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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allen Matkins Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Allen Matkins Cash Balance Pension Plan III, Total assets ($B): 0.010211527 · Participants: 117Allen Matkins Cash Balance Pension Plan IIIKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Allen Matkins Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Allen Matkins Cash Balance Pension Plan III side-by-side with 3 peers →

Allen Matkins Cash Balance Pension Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Emd, Inc. Employees' Retirement Plan in PA ($10M); by covered participants it is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Cash Balance Pension Plan III assets move in 2022? ▼
Allen Matkins Cash Balance Pension Plan III surged - up 96.6% during 2022, from $5M to $10M. Reported net income was $4M.
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.
Which Defined Benefit (Pension) plans are similar in size to Allen Matkins Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emd, Inc. Employees' Retirement Plan in PA ($10M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allen Matkins Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants, $8M 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.