401(k) · DOL Form 5500 · 2023
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation 401(k) Plan
Data updated 2026-08-11
- $227M
- Total assets
- 359
- Participants
- 95th
- Percentile by assets
- $631,169
- Avg per participant
Official DOL plan name: Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · Sponsored by Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation · California · Professional & Technical Services
$227M in assets, 359 participants
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation's Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported $227M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #19,575 in Professional & Technical Services (20,321 peers)
Where Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits by assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits in the top 5% of all filed plans by assets, $227M for 359 participants (~$631,169/participant), up 20.9% in 2023.
- $227M
- total plan assets (2023 EOY)
- 359
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $631,169
- avg assets per participant
Where Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits by total assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$226,589,770 Top 5% higher than 95% of 127,068 filed plans
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
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported net income rose from -$33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans end-of-year assets rose from $187M in the plan year 2022 filing to $227M in the plan year 2023 filing.
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported participants rose from 341 in the plan year 2022 filing to 359 in the plan year 2023 filing.
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans vs the 2023 asset distribution
By assets, Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $227M |
| Net Income | $39M |
| Employer EIN | 953378600 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 341 | $187M |
| 2023 | 1 | 359 | $227M |
| 2024 | 1 | 363 | $260M |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans by total assets, not by location.
- Corient Services LLC 401(k) Plan (FL) $227M · 922
- The Cannon Corporation 401(k) Plan (NY) $227M · 1,151
- Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program () $227M · 1,649
- Gibbons P.C. Thrift Savings Plan & Trust (NJ) $226M · 289
Frequently Asked Questions
How did Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans assets move in 2023? ▼
How have Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation plan assets changed over time? ▼
Where does Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans? ▼
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Ways to act on Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's numbers.
- By total assets, Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation's sponsor-wide assets have grown 38.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans