Defined Benefit (Pension) · DOL Form 5500 · 2024
Allen Matkins Leck Gamble Mallory & Natsis LLP Pension Plan
Data updated 2026-08-11
- $21M
- Total assets
- 120
- Participants
- 72nd
- Percentile by assets
- $178,989
- Avg per participant
Official DOL plan name: Allen Matkins Cash Balance Pension Plan III · Sponsored by Allen Matkins Leck Gamble Mallory & Natsis LLP · California · Professional & Technical Services
$21M in assets, 120 participants
Allen Matkins Leck Gamble Mallory & Natsis LLP's Allen Matkins Cash Balance Pension Plan III reported $21M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 123,622 plans)
- #14,325 in Professional & Technical Services (20,173 peers)
Coverage in California
Allen Matkins Cash Balance Pension Plan III covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 120
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $178,989
- avg assets per participant
Where Allen Matkins Cash Balance Pension Plan III sits by total assets
Allen Matkins Cash Balance Pension Plan III vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,478,706 Top 28% higher than 72% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allen Matkins Cash Balance Pension Plan III reported net income rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Allen Matkins Cash Balance Pension Plan III end-of-year assets rose from $12M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Allen Matkins Cash Balance Pension Plan III reports 120 participants - about 19% of that state average ($21M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $9M |
| Employer EIN | 953605309 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Matkins Leck Gamble Mallory & Natsis LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 462 | $253M |
| 2023 | 2 | 486 | $292M |
| 2024 | 2 | 523 | $325M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Allen Matkins Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Allen Matkins Cash Balance Pension Plan III by total assets, not by location.
Frequently Asked Questions
How did Allen Matkins Cash Balance Pension Plan III assets move in 2024? ▼
How have Allen Matkins Leck Gamble Mallory & Natsis LLP plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Allen Matkins Cash Balance Pension Plan III? ▼
Next read for Allen Matkins Cash Balance Pension Plan …
Filing takeaways
Ways to act on Allen Matkins Cash Balance Pension Plan III's numbers.
- By total assets, Allen Matkins Cash Balance Pension Plan III ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Allen Matkins Leck Gamble Mallory & Natsis LLP's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans