401(k) · DOL Form 5500 · 2024
Assetmark Financial Holdings, Inc. 401(k) Plan
Data updated 2026-08-06
- $175M
- Total assets
- 980
- Participants
- 94th
- Percentile by assets
- $178,604
- Avg per participant
Official DOL plan name: Assetmark Financial 401(k) Plan · Sponsored by Assetmark Financial Holdings, Inc. · California · Finance & Insurance
$175M in assets, 980 participants
Assetmark Financial Holdings, Inc.'s Assetmark Financial 401(k) Plan reported $175M in total assets and 980 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
- #7,433 in Finance & Insurance (8,240 peers)
Where Assetmark Financial 401(k) Plan sits by assets
Assetmark Financial 401(k) Plan sits in the top 10% of all filed plans by assets, $175M for 980 participants (~$178,604/participant), up 23.7% in 2024.
- $175M
- total plan assets (2024 EOY)
- 980
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $178,604
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Assetmark Financial 401(k) Plan end-of-year assets rose from $141M in the plan year 2023 filing to $175M in the plan year 2024 filing.
- Assetmark Financial 401(k) Plan reported net income fell from $36M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Assetmark Financial 401(k) Plan vs the 2024 asset distribution
By assets, Assetmark Financial 401(k) Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $34M |
| Employer EIN | 300774039 |
| Plan Effective Date | 2013-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assetmark Financial Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 870 | $106M |
| 2023 | 1 | 977 | $141M |
| 2024 | 1 | 980 | $175M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Assetmark Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Assetmark Financial 401(k) Plan by total assets, not by location.
- Ws Audiology USA, Inc. Savings Plan (NJ) $175M · 1,636
- Husky Retirement Savings (VT) $175M · 534
- J.S. Held LLC 401(k) Profit Sharing Plan (NY) $175M · 1,303
- Availity, L.L.C. 401(k) Retirement Savings Plan (FL) $175M · 1,491
Frequently Asked Questions
How did Assetmark Financial 401(k) Plan assets move in 2024? ▼
How have Assetmark Financial Holdings, Inc. plan assets changed over time? ▼
Where does Assetmark Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Assetmark Financial 401(k) Plan? ▼
Next read for Assetmark Financial 401(k) Plan
Scale reading
Ways to act on Assetmark Financial 401(k) Plan's numbers.
- By total assets, Assetmark Financial 401(k) Plan ranks in the top 10% 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
- Assetmark Financial Holdings, Inc.'s sponsor-wide assets have grown 65.4% since 2022 across 3 plan years on file. More Finance & Insurance plans