401(k) · DOL Form 5500 · 2024

Allworth Financial, LP 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
475
Participants
88th
Percentile by assets
$161,387
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Allworth Financial 401(k) Plan · Sponsored by Allworth Financial, LP · California · Finance & Insurance

$77M in assets, 475 participants

Allworth Financial, LP's Allworth Financial 401(k) Plan reported $77M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #7,012 in Finance & Insurance (8,549 peers)

Where Allworth Financial 401(k) Plan sits by assets

Allworth Financial 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 475 participants (~$161,387/participant), up 21.5% in 2024.

$77M
total plan assets (2024 EOY)
475
covered participants
88th
percentile by assets (of 123,622 plans)
$161,387
avg assets per participant

Where Allworth Financial 401(k) Plan sits by total assets

Allworth Financial 401(k) Plan vs every filed plan by assets

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

$76,659,042 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allworth Financial 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Allworth Financial 401(k) Plan end-of-year assets rose from $63M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Allworth Financial 401(k) Plan reported participants rose from 396 in the plan year 2023 filing to 475 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Finance & Insurance

Allworth Financial 401(k) Plan vs the 2024 asset distribution

By assets, Allworth Financial 401(k) Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$77M
Net Income$14M
Employer EIN680372662
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allworth Financial, LP)

$40M$50M$60M$70M$80M 202220232024 $45.8M $76.7M ▲ +67.4%
Total plan assets by year, all Allworth Financial, LP plans on file
Year Plans Participants Total Assets
2022 1 298 $46M
2023 1 396 $63M
2024 1 475 $77M

Nearby 401(k) Plans in California

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

Allworth Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Allworth Financial 4…, Total assets ($B): 0.076659042 · Participants: 475Allworth Financial 4…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Allworth Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allworth Financial 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allworth Financial 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Allworth Financial 401(k) Plan assets move in 2024? ▼
Allworth Financial 401(k) Plan grew sharply - up 21.5% during 2024, from $63M to $77M. Reported net income was $14M.
How have Allworth Financial, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allworth Financial, LP's sponsor-wide assets grew 67.4%, from $46M to $77M.
Where does Allworth Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Allworth Financial 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allworth Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fhlbank Dallas 401(k) Retirement Plan in TX ($77M, 199 participants).

Next read for Allworth Financial 401(k) Plan

Scale reading

Ways to act on Allworth Financial 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680372662.

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.