401(k) · DOL Form 5500 · 2023

Assetmark Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$141M
Total assets
977
Participants
93rd
Percentile by assets
$144,810
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Assetmark Financial 401(k) Plan · Sponsored by Assetmark Financial Holdings, Inc. · California · Finance & Insurance

$141M in assets, 977 participants

Assetmark Financial Holdings, Inc.'s Assetmark Financial 401(k) Plan reported $141M in total assets and 977 participants in its 2023 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,928 in Finance & Insurance (8,869 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, $141M for 977 participants (~$144,810/participant), up 33.7% in 2023.

$141M
total plan assets (2023 EOY)
977
covered participants
93rd
percentile by assets (of 127,072 plans)
$144,810
avg assets per participant

Where Assetmark Financial 401(k) Plan sits by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$141,479,428 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assetmark Financial 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Assetmark Financial 401(k) Plan end-of-year assets rose from $106M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Assetmark Financial 401(k) Plan reported participants rose from 870 in the plan year 2022 filing to 977 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

Assetmark Financial 401(k) Plan vs the 2023 asset distribution

By assets, Assetmark Financial 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$141M
Net Income$36M
Employer EIN300774039
Plan Effective Date2013-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Assetmark Financial Holdings, Inc.)

$50M$100M$150M$200M 202220232024 $106M $175M ▲ +65.4%
Total plan assets by year, all Assetmark Financial Holdings, Inc. plans on file
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.

Assetmark Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Assetmark Financial …, Total assets ($B): 0.141479428 · Participants: 977Assetmark Financial …Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Assetmark Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Assetmark Financial 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Assetmark Financial 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Assetmark Financial 401(k) Plan assets move in 2023? ▼
Assetmark Financial 401(k) Plan surged - up 33.7% during 2023, from $106M to $141M. Reported net income was $36M.
How have Assetmark Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assetmark Financial Holdings, Inc.'s sponsor-wide assets grew 65.4%, from $106M to $175M.
Where does Assetmark Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Assetmark Financial 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Assetmark Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller Nash LLP 401(k) Plan in OR ($141M, 278 participants).

Next read for Assetmark Financial 401(k) Plan

Scale reading

Ways to act on Assetmark Financial 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300774039.

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.