401(k) · DOL Form 5500 · 2024

Allworth Financial, LP 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
475
Participants Below avg headcount
88th
Percentile by assets National rank
$161,387
Avg per participant Above avg balance/head
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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.

  • #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.

#7,012
in Finance & Insurance (8,549 peers)
+21.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Allworth Financial 401(k) Plan's outsized position 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 $2,050,000,000 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

Allworth Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allworth Financial 401(k) Plan sits mid-pack in the medium band (475 participants).

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 →

Form 5500 schedule snapshot

Filing strip 680372662 · Allworth Financial, LP PY 2024 · 401(k)

Allworth Financial 401(k) Plan · $77M · 475 · 88th

  • PHOTO $77M
  • IND 475
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Fhlbank Dallas 401(k) Retirement Plan
  • PCT ind #7012

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 Finance & Insurance retirement plans → · Plans in California →

Allworth Financial 401(k) Plan in the asset neighbourhood

National Bank Holdings Corporation 401(k) PlanNational Bank Holdings Corpo…$77MAssociated Grocers 401(k) Savings Plan Trust AccountAssociated Grocers 401(k) Sa…$77MAllworth Financial 401(k) PlanAllworth Financial 401(k) Pl…$77MFhlbank Dallas 401(k) Retirement PlanFhlbank Dallas 401(k) Retire…$77MMarigold 401(k) Plan$77M
End-of-year total assets ($M) among Allworth Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Allworth Financial, LP plans reported in each filing year

Latest sponsor-wide plan assets
$77M 67.39439592981532% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.8M $76.7M ▲ +67.4%
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 ($B) Participants Allworth Financial 401(k) Plan, Total assets ($B): 0.076659042 · Participants: 475Allworth Financial 401(k) 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
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 →

Allworth Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fhlbank Dallas 401(k) Retirement Plan in TX ($77M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (475 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 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).
Which 401(k) plans cover a similar participant headcount to Allworth Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pride Star Ems. 401(k) Plan in MA (475 participants, $10M in assets).

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.