401(k) · DOL Form 5500 · 2024

Allen Matkins Leck Gamble Mallory & Natsis LLP 401(k) Plan

Data updated 2026-08-25

$303M
Total assets Above avg plan size
403
Participants Below avg headcount
96th
Percentile by assets National rank
$752,282
Avg per participant High balance/head
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Official DOL plan name: Allen Matkins Profit Sharing and 401(k) Plan · Sponsored by Allen Matkins Leck Gamble Mallory & Natsis LLP · California · Professional & Technical Services

$303M in assets, 403 participants

Allen Matkins Leck Gamble Mallory & Natsis LLP's Allen Matkins Profit Sharing and 401(k) Plan reported $303M in total assets and 403 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,534 in Professional & Technical Services (20,173 peers)

Where Allen Matkins Profit Sharing and 401(k) Plan sits by assets

Allen Matkins Profit Sharing and 401(k) Plan sits in the top 5% of all filed plans by assets, $303M for 403 participants (~$752,282/participant), up 8.4% in 2024.

#19,534
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Allen Matkins Profit Sharing and 401(k) Plan's outsized position by total assets

Allen Matkins Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$303,169,545 Top 4% higher than 96% 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 Profit Sharing and 401(k) 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. Allen Matkins Profit Sharing and 401(k) Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allen Matkins Profit Sharing and 401(k) Plan reported net income fell from $37M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Allen Matkins Profit Sharing and 401(k) Plan reported participants rose from 365 in the plan year 2023 filing to 403 in the plan year 2024 filing.
  • Allen Matkins Profit Sharing and 401(k) Plan end-of-year assets rose from $280M in the plan year 2023 filing to $303M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953605309 · Allen Matkins Leck Gamble Mallory & Natsis LLP PY 2024 · 401(k)

Allen Matkins Profit Sharing and 401(k) Plan · $303M · 403 · 96th

  • EOY $303M
  • 5500 403
  • ASSETS 96th
  • PCT 401(k)
  • EIN near American Public Education Retirement Plan
  • RANK ind #19534

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 Profit Sharing and 401(k) Plan in the asset neighbourhood

Olmsted Medical Center Retirement Savings PlanOlmsted Medical Center Retir…$303MBrg 401(k) Plan$303MSouthern Ute Indian Tribe Retirement Savings PlanSouthern Ute Indian Tribe Re…$303MAllen Matkins Profit Sharing and 401(k) PlanAllen Matkins Profit Sharing…$303MAmerican Public Education Retirement PlanAmerican Public Education Re…$303M
End-of-year total assets ($M) among Allen Matkins Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$280M
Net Assets (End of Year)$303M
Net Income$23M
Employer EIN953605309
Plan Effective Date1993-01-01
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 401(k) Plans in California

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

Allen Matkins Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Allen Matkins Profit Sharing and 401(k) Plan, Total assets ($B): 0.303169545 · Participants: 403Allen Matkins Profit Sharing and 401(k) 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
Allen Matkins Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allen Matkins Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Allen Matkins Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Public Education Retirement Plan in WV ($303M); by covered participants it is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($303M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Profit Sharing and 401(k) Plan assets move in 2024? ▼
Allen Matkins Profit Sharing and 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $280M to $303M. Reported net income was $23M.
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.
Where does Allen Matkins Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Allen Matkins Profit Sharing and 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Allen Matkins Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Public Education Retirement Plan in WV ($303M, 5,717 participants).
Which 401(k) plans cover a similar participant headcount to Allen Matkins Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants, $6M 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.