401(k) · DOL Form 5500 · 2022

Social Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
2,450
Participants Above avg headcount
92nd
Percentile by assets National rank
$36,459
Avg per participant Low balance/head
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Official DOL plan name: Social Finance, Inc. 401(k) Plan · Sponsored by Social Finance, Inc. · California · Finance & Insurance

$89M in assets, 2,450 participants

Social Finance, Inc.'s Social Finance, Inc. 401(k) Plan reported $89M in total assets and 2,450 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,093 in Finance & Insurance (9,261 peers)

Coverage in California

Social Finance, Inc. 401(k) Plan covers 2,450 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $89M.

#8,093
in Finance & Insurance (9,261 peers)
+11.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Social Finance, Inc. 401(k) Plan's outsized position by total assets

Social Finance, Inc. 401(k) Plan vs every filed plan by assets

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

$89,324,078 Top 8% higher than 92% 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

Social Finance, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Social Finance, Inc. 401(k) Plan lands in the large band (2,450 participants).

Plan-year Form 5500 strip

Filing strip 452499523 · Social Finance, Inc. PY 2022 · 401(k)

Social Finance, Inc. 401(k) Plan · $89M · 2,450 · 92nd

  • BOOK $89M
  • BOOK 2,450
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Digital River, Inc. 401(k) Plan
  • BOOK ind #8093

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 Finance & Insurance retirement plans → · Plans in California →

Social Finance, Inc. 401(k) Plan in the asset neighbourhood

Digital River, Inc. 401(k) PlanDigital River, Inc. 401(k) P…$89MRetirement Plan for Oceanfirst BankRetirement Plan for Oceanfir…$89MSocial Finance, Inc. 401(k) PlanSocial Finance, Inc. 401(k) …$89MNorth American Science Associates, LLC Profit Sharing & 401(k) PlanNorth American Science Assoc…$89MLifeline Medical Associates, LLC Cash or Deferred Profit Sharing PlanLifeline Medical Associates,…$89M
End-of-year total assets ($M) among Social Finance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$89M
Net Income$9M
Employer EIN452499523
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social Finance, Inc.)

Sponsor-wide plan assets over time

All Social Finance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$193M 116.00854810950301% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $89.3M $193M ▲ +116.0%
Year Plans Participants Total Assets
2022 1 2,450 $89M
2023 1 3,101 $140M
2024 1 3,247 $193M

Nearby 401(k) Plans in California

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

Social Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Social Finance, Inc. 401(k) Plan, Total assets ($B): 0.089324078 · Participants: 2450Social Finance, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Social Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Social Finance, Inc. 401(k) Plan side-by-side with 3 peers →

Social Finance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Digital River, Inc. 401(k) Plan in MN ($89M); by covered participants it is Shari's Management 401(k) Retirement Plan in OR (2,450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,450 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 Social Finance, Inc. 401(k) Plan assets move in 2022? ▼
Social Finance, Inc. 401(k) Plan grew at a solid clip - up 11.6% during 2022, from $80M to $89M. Reported net income was $9M.
How have Social Finance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Finance, Inc.'s sponsor-wide assets grew 116.0%, from $89M to $193M.
Where does Social Finance, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Social Finance, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Social Finance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital River, Inc. 401(k) Plan in MN ($89M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Social Finance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shari's Management 401(k) Retirement Plan in OR (2,450 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452499523.

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.