401(k) · DOL Form 5500 · 2022

Confluent, Inc 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
1,302
Participants Near avg headcount
91st
Percentile by assets National rank
$56,611
Avg per participant Low balance/head
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Official DOL plan name: Confluent, Inc. Retirement Trust · Sponsored by Confluent, Inc · California · Professional & Technical Services

$74M in assets, 1,302 participants

Confluent, Inc's Confluent, Inc. Retirement Trust reported $74M in total assets and 1,302 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,846 in Professional & Technical Services (21,562 peers)

Coverage in California

Confluent, Inc. Retirement Trust covers 1,302 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $74M.

#19,846
in Professional & Technical Services (21,562 peers)
+19.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Confluent, Inc. Retirement Trust's outsized position by total assets

Confluent, Inc. Retirement Trust vs every filed plan by assets

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

$73,707,331 Top 9% higher than 91% 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

Confluent, Inc. Retirement Trust'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. Confluent, Inc. Retirement Trust lands in the large band (1,302 participants).

EBSA filing schedule strip

Filing strip 471824387 · Confluent, Inc PY 2022 · 401(k)

Confluent, Inc. Retirement Trust · $74M · 1,302 · 91st

  • 5500 $74M
  • 5500 1,302
  • 5500 91st
  • 5500 401(k)
  • 5500 near Fincantieri Marine Group 401(k) Retirement Plan
  • 5500 ind #19846

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 California →

Confluent, Inc. Retirement Trust in the asset neighbourhood

Axley Brynelson, LLP 401(k) Savings & Profit Sharing PlanAxley Brynelson, LLP 401(k) …$74MFincantieri Marine Group 401(k) Retirement PlanFincantieri Marine Group 401…$74MConfluent, Inc. Retirement TrustConfluent, Inc. Retirement T…$74MConway Regional Medical Center Retirement Income PlanConway Regional Medical Cent…$74MWomen's Healthcare Associates, LLC 401(k) and Profit Sharing PlanWomen's Healthcare Associate…$74M
End-of-year total assets ($M) among Confluent, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$74M
Net Income$12M
Employer EIN471824387
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluent, Inc)

Sponsor-wide plan assets over time

All Confluent, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$172M 132.9222842162064% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $73.7M $172M ▲ +132.9%
Year Plans Participants Total Assets
2022 1 1,302 $74M
2023 1 1,708 $121M
2024 1 1,613 $172M

Nearby 401(k) Plans in California

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

Confluent, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Confluent, Inc. Retirement Trust, Total assets ($B): 0.073707331 · Participants: 1302Confluent, Inc. Retirement TrustWells 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
Confluent, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Confluent, Inc. Retirement Trust side-by-side with 3 peers →

Confluent, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fincantieri Marine Group 401(k) Retirement Plan in WI ($74M); by covered participants it is Great Northern Corporation Retirement Savings Plan in WI (1,302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,302 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 Confluent, Inc. Retirement Trust assets move in 2022? ▼
Confluent, Inc. Retirement Trust grew sharply - up 19.6% during 2022, from $62M to $74M. Reported net income was $12M.
How have Confluent, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluent, Inc's sponsor-wide assets grew 132.9%, from $74M to $172M.
Where does Confluent, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Confluent, Inc. Retirement Trust ranks in the 91st 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 Confluent, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fincantieri Marine Group 401(k) Retirement Plan in WI ($74M, 884 participants).
Which 401(k) plans cover a similar participant headcount to Confluent, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Great Northern Corporation Retirement Savings Plan in WI (1,302 participants, $265M 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 471824387.

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.