401(k) · DOL Form 5500 · 2024
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 363
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $717,269
- Avg per participant High balance/head
Official DOL plan name: Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · Sponsored by Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation · California · Professional & Technical Services
$260M in assets, 363 participants
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation's Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported $260M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,446 in Professional & Technical Services (20,173 peers)
Where Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits by assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits in the top 5% of all filed plans by assets, $260M for 363 participants (~$717,269/participant), up 14.9% in 2024.
- #19,446
- in Professional & Technical Services (20,173 peers)
- +14.9%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's outsized position by total assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$260,368,728 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans 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. Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits mid-pack in the medium band (363 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans end-of-year assets rose from $227M in the plan year 2023 filing to $260M in the plan year 2024 filing.
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported net income fell from $39M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported participants rose from 359 in the plan year 2023 filing to 363 in the plan year 2024 filing.
DOL schedule card
Filing strip 953378600 · Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation PY 2024 · 401(k)
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · $260M · 363 · 95th
- BOY $260M
- SCH 363
- EBSA 95th
- PART 401(k)
- TYPE near The Clemens Family Sharing Plan
- NET ind #19446
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 →
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $34M |
| Employer EIN | 953378600 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation)
Sponsor-wide plan assets over time
All Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 38.876987095530204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 341 | $187M |
| 2023 | 1 | 359 | $227M |
| 2024 | 1 | 363 | $260M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Clemens Family Sharing Plan in PA ($260M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- The Clemens Family Sharing Plan (PA) $260M · 4,637
- Walker & Dunlop, LLC Retirement Savings Plan (MD) $260M · 1,305
- Pemco 401(k) Plan (WA) $260M · 482
- American Multi-Cinema, Inc. 401(k) Savings Plan (KS) $260M · 10,828
Similar participant headcount
Nearest other-state filings by covered participants (363 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.