401(k) · DOL Form 5500 · 2022

Articulate Global, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
308
Participants Below avg headcount
78th
Percentile by assets National rank
$68,876
Avg per participant Below avg balance/head
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Official DOL plan name: Articulate Global 401(k) Plan · Sponsored by Articulate Global, LLC · New York · Information & Media

$21M in assets, 308 participants

Articulate Global, LLC's Articulate Global 401(k) Plan reported $21M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,018 in Information & Media (2,911 peers)

Coverage in New York

Articulate Global 401(k) Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $21M.

#2,018
in Information & Media (2,911 peers)
+10.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Articulate Global 401(k) Plan's outsized position by total assets

Articulate Global 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,213,739 Top 22% higher than 78% of 139,123 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 2022

Articulate Global 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Articulate Global 401(k) Plan sits mid-pack in the medium band (308 participants).

Form 5500 schedule snapshot

Filing strip 010742391 · Articulate Global, LLC PY 2022 · 401(k)

Articulate Global 401(k) Plan · $21M · 308 · 78th

  • BOOK $21M
  • VS-ST 308
  • BOY 78th
  • SCH 401(k)
  • EBSA near Santa Catalina Island Savings Plan
  • PART ind #2018

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 Information & Media retirement plans → · Plans in New York →

Articulate Global 401(k) Plan in the asset neighbourhood

Daversa Partners, Inc. 401(k) Profit Sharing PlanDaversa Partners, Inc. 401(k…$21MBsquare Corporation 401(k) Plan and TrustBsquare Corporation 401(k) P…$21MArticulate Global 401(k) Plan$21MSanta Catalina Island Savings PlanSanta Catalina Island Saving…$21MSennheiser Electronic Corporation 401(k) PlanSennheiser Electronic Corpor…$21M
End-of-year total assets ($M) among Articulate Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN010742391
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Articulate Global, LLC)

Sponsor-wide plan assets over time

All Articulate Global, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 105.77389492724502% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.2M $43.7M ▲ +105.8%
Year Plans Participants Total Assets
2022 1 308 $21M
2023 1 357 $32M
2024 1 347 $44M

Nearby 401(k) Plans in New York

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

Articulate Global 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Articulate Global 401(k) Plan, Total assets ($B): 0.021213739 · Participants: 308Articulate Global 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Articulate Global 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Articulate Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Santa Catalina Island Savings Plan in CA ($21M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Articulate Global 401(k) Plan assets move in 2022?
Articulate Global 401(k) Plan grew at a solid clip - up 10.0% during 2022, from $19M to $21M. Reported net income was $2M.
How have Articulate Global, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Articulate Global, LLC's sponsor-wide assets grew 105.8%, from $21M to $44M.
Where does Articulate Global 401(k) Plan rank by assets among Form 5500 filers?
Articulate Global 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Articulate Global 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Santa Catalina Island Savings Plan in CA ($21M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Articulate Global 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (308 participants, $40M in assets).