Defined Benefit (Pension) · DOL Form 5500 · 2023

Allen Matkins Leck Gamble Mallory & Natsis LLP Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
121
Participants Small participant base
63rd
Percentile by assets National rank
$100,678
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

$12M in assets, 121 participants

Allen Matkins Leck Gamble Mallory & Natsis LLP's Allen Matkins Cash Balance Pension Plan III reported $12M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,587 in Professional & Technical Services (20,321 peers)

Coverage in California

Allen Matkins Cash Balance Pension Plan III covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,587
in Professional & Technical Services (20,321 peers)
+19.3%
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 2023 · DOL Form 5500

$12,182,048 Top 37% higher than 63% 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 Cash Balance Pension Plan III 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 Cash Balance Pension Plan III sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Matkins Cash Balance Pension Plan III reported net income fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allen Matkins Cash Balance Pension Plan III end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Allen Matkins Cash Balance Pension Plan III reported participants rose from 117 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953605309 · Allen Matkins Leck Gamble Mallory & Natsis LLP PY 2023 · Defined Benefit (Pension)

Allen Matkins Cash Balance Pension Plan III · $12M · 121 · 63rd

  • NET $12M
  • BOOK 121
  • VS-ST 63rd
  • BOY Defined Benefit (Pension)
  • SCH near Municipal Theatre Association Retirement Plan
  • EBSA ind #12587

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

Municipal Theatre Association Retirement PlanMunicipal Theatre Associatio…$12MAllen Matkins Cash Balance Pension Plan IIIAllen Matkins Cash Balance P…$12MFish Canners - United Industrial Workers Pension PlanFish Canners - United Indust…$12MSanoh America, Inc. Pension Plan for Hourly EmployeesSanoh America, Inc. Pension …$12MKanzaki Specialty Papers Pension PlanKanzaki Specialty Papers Pen…$12M
End-of-year total assets ($M) among Allen Matkins Cash Balance Pension Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
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): 0.012182048 · Participants: 121Allen Matkins Cash Balance Pension Plan IIIKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
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 Municipal Theatre Association Retirement Plan in MO ($12M); by covered participants it is I.a.T.S.E. Staff Retirement Fund in NY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Cash Balance Pension Plan III assets move in 2023? ▼
Allen Matkins Cash Balance Pension Plan III grew sharply - up 19.3% during 2023, from $10M to $12M. Reported net income was $3M.
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 Municipal Theatre Association Retirement Plan in MO ($12M, 22 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 I.a.T.S.E. Staff Retirement Fund in NY (121 participants, $65M 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.