401(k) · DOL Form 5500 · 2023

Albert & Mackenzie, LLP 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
264
Participants Below avg headcount
75th
Percentile by assets National rank
$86,447
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Albert & Mackenzie, LLP 401(k) Profit Sharing Plan · Sponsored by Albert & Mackenzie, LLP · California · Professional & Technical Services

$23M in assets, 264 participants

Albert & Mackenzie, LLP's Albert & Mackenzie, LLP 401(k) Profit Sharing Plan reported $23M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,255 in Professional & Technical Services (20,321 peers)

Coverage in California

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan covers 264 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $23M.

#15,255
in Professional & Technical Services (20,321 peers)
+38.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,821,924 Top 25% higher than 75% of 127,068 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 2023

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albert & Mackenzie, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albert & Mackenzie, LLP 401(k) Profit Sharing Plan reported net income rose from -$655K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Albert & Mackenzie, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Albert & Mackenzie, LLP 401(k) Profit Sharing Plan reported participants rose from 220 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821962454 · Albert & Mackenzie, LLP PY 2023 · 401(k)

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan · $23M · 264 · 75th

  • NET $23M
  • BOOK 264
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Cox Engineering Company 401(k) Plan and Trust
  • EBSA ind #15255

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 →

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Albert & Mackenzie, LLP 401(k) Profit Sharing PlanAlbert & Mackenzie, LLP 401(…$23MCox Engineering Company 401(k) Plan and TrustCox Engineering Company 401(…$23MArchem America, Inc. 401(k) PlanArchem America, Inc. 401(k) …$23MNorthern Bank and Trust Company 401(k) PlanNorthern Bank and Trust Comp…$23MOklahoma Spine Hospital, LLC Employees' Savings and Profit Sharing PlanOklahoma Spine Hospital, LLC…$23M
End-of-year total assets ($M) among Albert & Mackenzie, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN821962454
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert & Mackenzie, LLP)

Sponsor-wide plan assets over time

All Albert & Mackenzie, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$28M 71.515223349375% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $28.3M ▲ +71.5%
Year Plans Participants Total Assets
2022 1 220 $17M
2023 1 264 $23M
2024 1 332 $28M

Nearby 401(k) Plans in California

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

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Albert & Mackenzie, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.022821924 · Participants: 264Albert & Mackenzie, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Albert & Mackenzie, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Albert & Mackenzie, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cox Engineering Company 401(k) Plan and Trust in MA ($23M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Albert & Mackenzie, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Albert & Mackenzie, LLP 401(k) Profit Sharing Plan surged - up 38.3% during 2023, from $17M to $23M. Reported net income was $6M.
How have Albert & Mackenzie, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert & Mackenzie, LLP's sponsor-wide assets grew 71.5%, from $17M to $28M.
Where does Albert & Mackenzie, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Albert & Mackenzie, LLP 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Albert & Mackenzie, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cox Engineering Company 401(k) Plan and Trust in MA ($23M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Albert & Mackenzie, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M in assets).

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 821962454.

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.