401(k) · DOL Form 5500 · 2024

Albert & Mackenzie, LLP 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
332
Participants Below avg headcount
76th
Percentile by assets National rank
$85,255
Avg per participant Below avg balance/head
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Official DOL plan name: Albert & Mackenzie, LLP 401(k) Profit Sharing Plan · Sponsored by Albert & Mackenzie, LLP · California · Professional & Technical Services

$28M in assets, 332 participants

Albert & Mackenzie, LLP's Albert & Mackenzie, LLP 401(k) Profit Sharing Plan reported $28M in total assets and 332 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,409 in Professional & Technical Services (20,173 peers)

Where Albert & Mackenzie, LLP 401(k) Profit Sharing Plan sits by assets

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 332 participants (~$85,255/participant), up 24.0% in 2024.

#15,409
in Professional & Technical Services (20,173 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,304,545 Top 24% higher than 76% 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

Albert & Mackenzie, LLP 401(k) Profit Sharing 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. Albert & Mackenzie, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albert & Mackenzie, LLP 401(k) Profit Sharing Plan reported participants rose from 264 in the plan year 2023 filing to 332 in the plan year 2024 filing.
  • Albert & Mackenzie, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Albert & Mackenzie, LLP 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821962454 · Albert & Mackenzie, LLP PY 2024 · 401(k)

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan · $28M · 332 · 76th

  • VS-ST $28M
  • BOY 332
  • SCH 76th
  • EBSA 401(k)
  • PART near Albright Stonebridge Group, LLC Profit Sharing Plan
  • TYPE ind #15409

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 →

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Albright Stonebridge Group, LLC Profit Sharing PlanAlbright Stonebridge Group, …$28MFinlayson Bancshares, Inc. ESOP with 401(k) ProvisionsFinlayson Bancshares, Inc. E…$28MH&k Equipment, Inc 401(k) PlanH&k Equipment, Inc 401(k) Pl…$28MAmerican Acryl, L.P. 401(k) Profit Sharing PlanAmerican Acryl, L.P. 401(k) …$28MAlbert & Mackenzie, LLP 401(k) Profit Sharing PlanAlbert & Mackenzie, LLP 401(…$28M
End-of-year total assets ($M) among Albert & Mackenzie, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN821962454
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert & Mackenzie, LLP)

Sponsor-wide plan assets over time

All Albert & Mackenzie, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$28M 71.515223349375% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $28.3M ▲ +71.5%
Year Plans Participants Total Assets
2022 1 220 $17M
2023 1 264 $23M
2024 1 332 $28M

Nearby 401(k) Plans in California

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

Albert & Mackenzie, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Albert & Mackenzie, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.028304545 · Participants: 332Albert & Mackenzie, LLP 401(k) Profit Sharing 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
Albert & Mackenzie, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Albert & Mackenzie, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Albert & Mackenzie, LLP 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 Albright Stonebridge Group, LLC Profit Sharing Plan in DC ($28M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Albert & Mackenzie, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Albert & Mackenzie, LLP 401(k) Profit Sharing Plan grew sharply - up 24.0% during 2024, from $23M to $28M. Reported net income was $5M.
How have Albert & Mackenzie, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert & Mackenzie, LLP's sponsor-wide assets grew 71.5%, from $17M to $28M.
Where does Albert & Mackenzie, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Albert & Mackenzie, LLP 401(k) Profit Sharing Plan ranks in the 76th 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 Albert & Mackenzie, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Albright Stonebridge Group, LLC Profit Sharing Plan in DC ($28M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Albert & Mackenzie, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants, $8M 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 821962454.

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.