401(k) · DOL Form 5500 · 2022

Paylocity Corporation 401(k) Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
4,635
Participants Above avg headcount
96th
Percentile by assets National rank
$51,364
Avg per participant Low balance/head
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Official DOL plan name: Paylocity 401(k) Profit Sharing Plan and Trust · Sponsored by Paylocity Corporation · Illinois · Professional & Technical Services

$238M in assets, 4,635 participants

Paylocity Corporation's Paylocity 401(k) Profit Sharing Plan and Trust reported $238M in total assets and 4,635 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,964 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Paylocity 401(k) Profit Sharing Plan and Trust covers 4,635 participants in Illinois, 5.9x the typical Illinois plan (state average ~779 per filing). Assets: $238M.

#20,964
in Professional & Technical Services (21,562 peers)
+1.7%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Paylocity 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Paylocity 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$238,071,038 Top 4% higher than 96% 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

Paylocity 401(k) Profit Sharing Plan and 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. Paylocity 401(k) Profit Sharing Plan and Trust lands in the large band (4,635 participants).

EBSA filing schedule strip

Filing strip 364227403 · Paylocity Corporation PY 2022 · 401(k)

Paylocity 401(k) Profit Sharing Plan and Trust · $238M · 4,635 · 96th

  • ASSETS $238M
  • ASSETS 4,635
  • ASSETS 96th
  • ASSETS 401(k)
  • ASSETS near Trelleborg Corporation Savings Plan
  • ASSETS ind #20964

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 Illinois →

Paylocity 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Valiant Integrated Services 401(k) PlanValiant Integrated Services …$238MTrelleborg Corporation Savings PlanTrelleborg Corporation Savin…$238MPaylocity 401(k) Profit Sharing Plan and TrustPaylocity 401(k) Profit Shar…$238MCra International 401(k) Plan$238MKemira Group 401(k) Plan$238M
End-of-year total assets ($M) among Paylocity 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$238M
Net Income$4M
Employer EIN364227403
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paylocity Corporation)

Sponsor-wide plan assets over time

All Paylocity Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$438M 84.03557260921423% vs 2022
2024 filing year
$200M$300M$400M$500M 202220232024 $238M $438M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 4,635 $238M
2023 1 5,415 $339M
2024 1 6,050 $438M

Nearby 401(k) Plans in Illinois

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

Paylocity 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Paylocity 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.238071038 · Participants: 4635Paylocity 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Paylocity 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Paylocity 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Paylocity 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Trelleborg Corporation Savings Plan in MI ($238M); by covered participants it is Cava Group, Inc. 401(k) Plan in DC (4,634 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($238M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,635 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 Paylocity 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Paylocity 401(k) Profit Sharing Plan and Trust edged up modestly - up 1.7% during 2022, from $234M to $238M. Reported net income was $4M.
How have Paylocity Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paylocity Corporation's sponsor-wide assets grew 84.0%, from $238M to $438M.
Where does Paylocity 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Paylocity 401(k) Profit Sharing Plan and Trust ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Paylocity 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trelleborg Corporation Savings Plan in MI ($238M, 3,023 participants).
Which 401(k) plans cover a similar participant headcount to Paylocity 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cava Group, Inc. 401(k) Plan in DC (4,634 participants, $10M 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 364227403.

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.