401(k) · DOL Form 5500 · 2024

Law Offices of Ajalat, Polley, Ayoob & Matarese 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
9
Participants Small participant base
51st
Percentile by assets National rank
$886,158
Avg per participant High balance/head
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Official DOL plan name: Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan · Sponsored by Law Offices of Ajalat, Polley, Ayoob & Matarese · California · Professional & Technical Services

$8M in assets, 9 participants

Law Offices of Ajalat, Polley, Ayoob & Matarese's Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan reported $8M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,902 in Professional & Technical Services (20,173 peers)

Law Offices of Ajalat, Polley, Ayoob & Matarese multi-year trail

Law Offices of Ajalat, Polley, Ayoob & Matarese's plans moved +46.6% in assets from 2022 to 2024; this filing shows Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan at $8M / 9 participants.

#9,902
in Professional & Technical Services (20,173 peers)
+20.2%
assets growth YoY

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,975,422 Top 49% higher than 51% of 123,620 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 2024

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953347620 · Law Offices of Ajalat, Polley, Ayoob & Matarese PY 2024 · 401(k)

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan · $8M · 9 · 51st

  • PHOTO $8M
  • PHOTO 9
  • PHOTO 51st
  • PHOTO 401(k)
  • PHOTO near Evolved by Nature 401(k) Plan
  • PHOTO ind #9902

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 →

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan in the asset neighbourhood

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing PlanAjalat,Polley,Ayoob & Matare…$8MJohn S. Connor, Inc. 401(k) Profit Sharing PlanJohn S. Connor, Inc. 401(k) …$8MEvolved by Nature 401(k) Plan$8MSandstone Care 401(k) Plan$8MGrubbs Family of Dealerships 401(k) PlanGrubbs Family of Dealerships…$8M
End-of-year total assets ($M) among Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Law Offices of Ajalat, Polley, Ayoob & Matarese multi-year asset trail

Sponsor-wide plan assets over time

All Law Offices of Ajalat, Polley, Ayoob & Matarese plans reported in each filing year

Latest sponsor-wide plan assets
$8M 46.58740521489036% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.44M $7.98M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 8 $7M
2024 1 9 $8M

Law Offices of Ajalat, Polley, Ayoob & Matarese filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN953347620
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan, Total assets ($B): 0.007975422 · Participants: 9Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Evolved by Nature 401(k) Plan in MA ($8M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan assets move in 2024?
Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan grew sharply - up 20.2% during 2024, from $7M to $8M. Reported net income was $1M.
How have Law Offices of Ajalat, Polley, Ayoob & Matarese plan assets changed over time?
Across 3 plan years on file (2022-2024), Law Offices of Ajalat, Polley, Ayoob & Matarese's sponsor-wide assets grew 46.6%, from $5M to $8M.
Which 401(k) plans are similar in size to Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Evolved by Nature 401(k) Plan in MA ($8M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Ajalat,Polley,Ayoob & Matarese, a Partnership Including Professional Corporations Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).