401(k) · DOL Form 5500 · 2022

Iterable, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
530
Participants Below avg headcount
79th
Percentile by assets National rank
$43,968
Avg per participant Low balance/head
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Official DOL plan name: Iterable 401(k) Plan · Sponsored by Iterable, Inc. · California · Information & Media

$23M in assets, 530 participants

Iterable, Inc.'s Iterable 401(k) Plan reported $23M in total assets and 530 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,071 in Information & Media (2,911 peers)

Where Iterable 401(k) Plan sits by assets

Iterable 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 530 participants (~$43,968/participant), up 28.9% in 2022.

#2,071
in Information & Media (2,911 peers)
+28.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$23,303,302 Top 21% higher than 79% 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

Iterable 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. Iterable 401(k) Plan sits mid-pack in the medium band (530 participants).

Plan-year Form 5500 strip

Filing strip 462289594 · Iterable, Inc. PY 2022 · 401(k)

Iterable 401(k) Plan · $23M · 530 · 79th

  • BOY $23M
  • SCH 530
  • EBSA 79th
  • PART 401(k)
  • TYPE near Snf Corporation Tax-Favored Retirement Savings Plan
  • NET ind #2071

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 California →

Iterable 401(k) Plan in the asset neighbourhood

Valley Ent, P.C. 401(k) Profit Sharing PlanValley Ent, P.C. 401(k) Prof…$23MIterable 401(k) Plan$23MSnf Corporation Tax-Favored Retirement Savings PlanSnf Corporation Tax-Favored …$23MThe Channel Company 401(k) PlanThe Channel Company 401(k) P…$23MAssociates of Cape Cod, Inc. Retirement Savings PlanAssociates of Cape Cod, Inc.…$23M
End-of-year total assets ($M) among Iterable 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN462289594
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iterable, Inc.)

Sponsor-wide plan assets over time

All Iterable, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 92.8405854243317% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.3M $44.9M ▲ +92.9%
Year Plans Participants Total Assets
2022 1 530 $23M
2023 1 633 $34M
2024 1 589 $45M

Nearby 401(k) Plans in California

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

Iterable 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Iterable 401(k) Plan, Total assets ($B): 0.023303302 · Participants: 530Iterable 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
Iterable 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Snf Corporation Tax-Favored Retirement Savings Plan in UT ($23M); by covered participants it is Mtech 401(k) Plan in CO (530 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (530 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 Iterable 401(k) Plan assets move in 2022?
Iterable 401(k) Plan grew sharply - up 28.9% during 2022, from $18M to $23M. Reported net income was $5M.
How have Iterable, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Iterable, Inc.'s sponsor-wide assets grew 92.8%, from $23M to $45M.
Where does Iterable 401(k) Plan rank by assets among Form 5500 filers?
Iterable 401(k) Plan ranks in the 79th 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 Iterable 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Snf Corporation Tax-Favored Retirement Savings Plan in UT ($23M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Iterable 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mtech 401(k) Plan in CO (530 participants, $44M in assets).