401(k) · DOL Form 5500 · 2022

Ibotta, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,017
Participants Near avg headcount
84th
Percentile by assets National rank
$33,026
Avg per participant Low balance/head
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Official DOL plan name: Ibotta, Inc. 401(k) Plan · Sponsored by Ibotta, Inc. · Colorado · Professional & Technical Services

$34M in assets, 1,017 participants

Ibotta, Inc.'s Ibotta, Inc. 401(k) Plan reported $34M in total assets and 1,017 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,285 in Professional & Technical Services (21,562 peers)

Coverage in Colorado

Ibotta, Inc. 401(k) Plan covers 1,017 participants in Colorado, 2.7x the typical Colorado plan (state average ~376 per filing). Assets: $34M.

#18,285
in Professional & Technical Services (21,562 peers)
+6.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$33,587,442 Top 16% higher than 84% 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

Ibotta, 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. Ibotta, Inc. 401(k) Plan lands in the large band (1,017 participants).

DOL schedule card

Filing strip 352426358 · Ibotta, Inc. PY 2022 · 401(k)

Ibotta, Inc. 401(k) Plan · $34M · 1,017 · 84th

  • PART $34M
  • TYPE 1,017
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Stonemor Retirement and Savings Plan
  • BOY ind #18285

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 Colorado →

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

Ibotta, Inc. 401(k) Plan$34MStonemor Retirement and Savings PlanStonemor Retirement and Savi…$34MWestern Holding Group, Inc. Profit Sharing & 401(k) PlanWestern Holding Group, Inc. …$34MNew England Controls 401(k) PlanNew England Controls 401(k) …$34MSugar Cane Growers Cooperative of Florida Retirement Savings PlanSugar Cane Growers Cooperati…$34M
End-of-year total assets ($M) among Ibotta, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN352426358
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ibotta, Inc.)

Sponsor-wide plan assets over time

All Ibotta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 93.2171732518362% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.6M $64.9M ▲ +93.2%
Year Plans Participants Total Assets
2022 1 1,017 $34M
2023 1 967 $51M
2024 1 891 $65M

Nearby 401(k) Plans in Colorado

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

Ibotta, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants Ibotta, Inc. 401(k) Plan, Total assets ($B): 0.033587442 · Participants: 1017Ibotta, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Ibotta, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Ibotta, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Stonemor Retirement and Savings Plan in PA ($34M); by covered participants it is Newman Technology, Inc. 401(k) Savings & Retirement Plan in OH (1,017 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,017 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 Ibotta, Inc. 401(k) Plan assets move in 2022? ▼
Ibotta, Inc. 401(k) Plan grew at a solid clip - up 6.6% during 2022, from $32M to $34M. Reported net income was $2M.
How have Ibotta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ibotta, Inc.'s sponsor-wide assets grew 93.2%, from $34M to $65M.
Where does Ibotta, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ibotta, Inc. 401(k) Plan ranks in the 84th 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 Ibotta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stonemor Retirement and Savings Plan in PA ($34M, 1,678 participants).
Which 401(k) plans cover a similar participant headcount to Ibotta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newman Technology, Inc. 401(k) Savings & Retirement Plan in OH (1,017 participants, $53M 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 352426358.

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.