401(k) · DOL Form 5500 · 2024
Allen & Kimbell, LLP 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $758,716
- Avg per participant High balance/head
Official DOL plan name: Allen & Kimbell 401(k) Profit Sharing Plan · Sponsored by Allen & Kimbell, LLP · California · Professional & Technical Services
$13M in assets, 17 participants
Allen & Kimbell, LLP's Allen & Kimbell 401(k) Profit Sharing Plan reported $13M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,118 in Professional & Technical Services (20,173 peers)
Allen & Kimbell, LLP multi-year trail
Allen & Kimbell, LLP's plans moved +29.2% in assets from 2022 to 2024; this filing shows Allen & Kimbell 401(k) Profit Sharing Plan at $13M / 17 participants.
- #12,118
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
Allen & Kimbell 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Allen & Kimbell 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,898,167 Top 39% higher than 61% 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
Allen & Kimbell 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allen & Kimbell 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allen & Kimbell 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Allen & Kimbell 401(k) Profit Sharing Plan reported participants rose from 14 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Allen & Kimbell 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 770333866 · Allen & Kimbell, LLP PY 2024 · 401(k)
Allen & Kimbell 401(k) Profit Sharing Plan · $13M · 17 · 61st
- PART $13M
- PART 17
- PART 61st
- PART 401(k)
- PART near Ibis 401(k) Retirement Savings Plan
- PART ind #12118
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 →
Allen & Kimbell 401(k) Profit Sharing Plan in the asset neighbourhood
Allen & Kimbell, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Allen & Kimbell, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 29.223861360962715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $10M |
| 2023 | 1 | 14 | $11M |
| 2024 | 1 | 17 | $13M |
Allen & Kimbell, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 770333866 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
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
Allen & Kimbell 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ibis 401(k) Retirement Savings Plan in FL ($13M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Ibis 401(k) Retirement Savings Plan (FL) $13M · 353
- Kenneth's Hair Salons & Day Spas, Inc. 401(k) Plan (OH) $13M · 265
- Royce Geospatial Consultants 401(k) (VA) $13M · 132
- Central Arizona Supply, Inc. 401 (K) Plan (AZ) $13M · 173
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
- Setco Automotive, N.a., Inc. Hourly 401(k) Plan (TN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.