401(k) · DOL Form 5500 · 2022

Confluence Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
139
Participants Small participant base
83rd
Percentile by assets National rank
$211,743
Avg per participant Above avg balance/head
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Official DOL plan name: Confluence 401(k) Plan · Sponsored by Confluence Technologies, Inc. · Pennsylvania · Professional & Technical Services

$29M in assets, 139 participants

Confluence Technologies, Inc.'s Confluence 401(k) Plan reported $29M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,927 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Confluence 401(k) Plan covers 139 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.

#17,927
in Professional & Technical Services (21,562 peers)
-14.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Confluence 401(k) Plan vs every filed plan by assets

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

$29,432,237 Top 17% higher than 83% 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

Confluence 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. Confluence 401(k) Plan sits mid-pack in the medium band (139 participants).

Published 5500 schedule card

Filing strip 251670680 · Confluence Technologies, Inc. PY 2022 · 401(k)

Confluence 401(k) Plan · $29M · 139 · 83rd

  • EBSA $29M
  • PART 139
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Apogee Engineering 401 (K) Plan
  • VS-ST ind #17927

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 Pennsylvania →

Confluence 401(k) Plan in the asset neighbourhood

Apogee Engineering 401 (K) PlanApogee Engineering 401 (K) P…$29MConfluence 401(k) Plan$29MThe Middle River Aerostructure Systems Hourly Savings PlanThe Middle River Aerostructu…$29MPlumbers' Supply Company 401(k) Profit Sharing PlanPlumbers' Supply Company 401…$29MIntermountain Farmers Association Salary Investment Plan and TrustIntermountain Farmers Associ…$29M
End-of-year total assets ($M) among Confluence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN251670680
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Technologies, Inc.)

Sponsor-wide plan assets over time

All Confluence Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 143.59741327171292% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $29.4M $71.7M ▲ +143.6%
Year Plans Participants Total Assets
2022 1 139 $29M
2023 1 282 $39M
2024 1 263 $72M

Nearby 401(k) Plans in Pennsylvania

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

Confluence 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Confluence 401(k) Plan, Total assets ($B): 0.029432237 · Participants: 139Confluence 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Confluence 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Confluence 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Apogee Engineering 401 (K) Plan in CO ($29M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Confluence 401(k) Plan assets move in 2022? ▼
Confluence 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $34M to $29M. Reported net income was -$5M.
How have Confluence Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Technologies, Inc.'s sponsor-wide assets grew 143.6%, from $29M to $72M.
Where does Confluence 401(k) Plan rank by assets among Form 5500 filers? ▼
Confluence 401(k) Plan ranks in the 83rd 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 Confluence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apogee Engineering 401 (K) Plan in CO ($29M, 614 participants).
Which 401(k) plans cover a similar participant headcount to Confluence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 251670680.

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.