401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$280M
Total assets Near avg plan size
365
Participants Below avg headcount
96th
Percentile by assets National rank
$766,567
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$280M in assets, 365 participants

Allen Matkins Leck Gamble Mallory & Natsis LLP's Allen Matkins Profit Sharing and 401(k) Plan reported $280M in total assets and 365 participants in its 2023 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.

  • #19,715 in Professional & Technical Services (20,321 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, $280M for 365 participants (~$766,567/participant), up 15.1% in 2023.

#19,715
in Professional & Technical Services (20,321 peers)
+15.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Allen Matkins Profit Sharing and 401(k) Plan's outsized position by total assets

Allen Matkins Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$279,796,805 Top 4% higher than 96% 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

Allen Matkins Profit Sharing and 401(k) 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. Allen Matkins Profit Sharing and 401(k) Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Matkins Profit Sharing and 401(k) Plan reported net income rose from -$36M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Allen Matkins Profit Sharing and 401(k) Plan end-of-year assets rose from $243M in the plan year 2022 filing to $280M in the plan year 2023 filing.
  • Allen Matkins Profit Sharing and 401(k) Plan reported participants rose from 345 in the plan year 2022 filing to 365 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953605309 · Allen Matkins Leck Gamble Mallory & Natsis LLP PY 2023 · 401(k)

Allen Matkins Profit Sharing and 401(k) Plan · $280M · 365 · 96th

  • BOY $280M
  • BOY 365
  • BOY 96th
  • BOY 401(k)
  • BOY near Stillwater Mining Company Bargaining Unit 401(k) Plan
  • BOY ind #19715

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 Profit Sharing and 401(k) Plan in the asset neighbourhood

Hyundai Motor Manufacturing Alabama, LLC 401(k) PlanHyundai Motor Manufacturing …$280MSuffolk Construction Company, Inc. 401(k) Retirement PlanSuffolk Construction Company…$280MStillwater Mining Company Bargaining Unit 401(k) PlanStillwater Mining Company Ba…$280MAllen Matkins Profit Sharing and 401(k) PlanAllen Matkins Profit Sharing…$280MGlobal Atlantic Financial Company 401(k) PlanGlobal Atlantic Financial Co…$280M
End-of-year total assets ($M) among Allen Matkins Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$243M
Net Assets (End of Year)$280M
Net Income$37M
Employer EIN953605309
Plan Effective Date1993-01-01
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 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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allen Matkins Profit Sharing and 401(k) Plan, Total assets ($B): 0.279796805 · Participants: 365Allen Matkins Profit Sharing and 401(k) 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
Allen Matkins Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allen Matkins Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Allen Matkins Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stillwater Mining Company Bargaining Unit 401(k) Plan in MT ($280M); by covered participants it is Allfirst, LLC 401(k) Plan in OK (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Allen Matkins Profit Sharing and 401(k) Plan assets move in 2023? ▼
Allen Matkins Profit Sharing and 401(k) Plan grew sharply - up 15.1% during 2023, from $243M to $280M. Reported net income was $37M.
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 127,072 plans that reported assets for plan year 2023 (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 Stillwater Mining Company Bargaining Unit 401(k) Plan in MT ($280M, 1,324 participants).
Which 401(k) plans cover a similar participant headcount to Allen Matkins Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allfirst, LLC 401(k) Plan in OK (365 participants, N/A 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 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.