Defined Benefit (Pension) · DOL Form 5500 · 2024

Allen Matkins Leck Gamble Mallory & Natsis LLP Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
120
Participants Small participant base
72nd
Percentile by assets National rank
$178,989
Avg per participant Above avg balance/head
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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.

  • #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.

#14,325
in Professional & Technical Services (20,173 peers)
+76.3%
assets growth YoY

Allen Matkins Cash Balance Pension Plan III's outsized position 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

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

Allen Matkins Cash Balance Pension Plan III 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. Allen Matkins Cash Balance Pension Plan III sits mid-pack in the medium band (120 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953605309 · Allen Matkins Leck Gamble Mallory & Natsis LLP PY 2024 · Defined Benefit (Pension)

Allen Matkins Cash Balance Pension Plan III · $21M · 120 · 72nd

  • EBSA $21M
  • EBSA 120
  • EBSA 72nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Goraleigh Pension Plan
  • EBSA ind #14325

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 Matkins Cash Balance Pension Plan III in the asset neighbourhood

Pension Plan for Employees of Pediatric Associates of DallasPension Plan for Employees o…$22MGoraleigh Pension Plan$21MSbera Pension Plan as Adopted by Greenfield Savings BankSbera Pension Plan as Adopte…$21MAllen Matkins Cash Balance Pension Plan IIIAllen Matkins Cash Balance P…$21MA.T. Kearney, Inc. Cash Balance PlanA.T. Kearney, Inc. Cash Bala…$21M
End-of-year total assets ($M) among Allen Matkins Cash Balance Pension Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$21M
Net Income$9M
Employer EIN953605309
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Matkins Leck Gamble Mallory & Natsis LLP)

Sponsor-wide plan assets over time

All Allen Matkins Leck Gamble Mallory & Natsis LLP plans reported in each filing year

Latest sponsor-wide plan assets
$325M 28.21161245349066% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $253M $325M ▲ +28.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Allen Matkins Cash Balance Pension Plan III, Total assets ($B): 0.021478706 · Participants: 120Allen Matkins Cash Balance Pension Plan IIIKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Allen Matkins Cash Balance Pension Plan III vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Allen Matkins Cash Balance Pension Plan III side-by-side with 3 peers →

Allen Matkins Cash Balance Pension Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Goraleigh Pension Plan in TX ($21M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Allen Matkins Cash Balance Pension Plan III assets move in 2024? ▼
Allen Matkins Cash Balance Pension Plan III surged - up 76.3% during 2024, from $12M to $21M. Reported net income was $9M.
How have Allen Matkins Leck Gamble Mallory & Natsis LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Matkins Leck Gamble Mallory & Natsis LLP's sponsor-wide assets grew 28.2%, from $253M to $325M.
Which Defined Benefit (Pension) plans are similar in size to Allen Matkins Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Goraleigh Pension Plan in TX ($21M, 189 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allen Matkins Cash Balance Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (120 participants, $34M 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 953605309.

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.