401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$303M
Total assets: 403
Participants: 96th
Percentile by assets: $752,282
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$303M
total plan assets (2024 EOY): 403
covered participants: 96th
percentile by assets (of 123,622 plans): $752,282
avg assets per participant

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 →

State

California

Industry

Professional & Technical Services

Allen Matkins Profit Sharing and 401(k) Plan vs the 2024 asset distribution

By assets, Allen Matkins Profit Sharing and 401(k) Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$280M
Net Assets (End of Year)	$303M
Net Income	$23M
Employer EIN	953605309
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Allen Matkins Leck Gamble Mallory & Natsis LLP plans on file

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

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

Compare Allen Matkins Profit Sharing and 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allen Matkins Profit Sharing and 401(k) Plan by total assets, not by location.

American Public Education Retirement Plan (WV) $303M · 5,717
Southern Ute Indian Tribe Retirement Savings Plan (CO) $303M · 1,300
Brg 401(k) Plan (DC) $303M · 1,384
Olmsted Medical Center Retirement Savings Plan (MN) $303M · 1,364

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).

Next read for Allen Matkins Profit Sharing and 401(k) …

Scale reading

Ways to act on Allen Matkins Profit Sharing and 401(k) Plan's numbers.

By total assets, Allen Matkins Profit Sharing and 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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

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.