401(k) · DOL Form 5500 · 2022

Xactly Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
498
Participants Below avg headcount
85th
Percentile by assets National rank
$75,744
Avg per participant Below avg balance/head
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Official DOL plan name: Xactly Corporation 401(k) Plan · Sponsored by Xactly Corporation · California · Information & Media

$38M in assets, 498 participants

Xactly Corporation's Xactly Corporation 401(k) Plan reported $38M in total assets and 498 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,302 in Information & Media (2,911 peers)

Where Xactly Corporation 401(k) Plan sits by assets

Xactly Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 498 participants (~$75,744/participant), down 9.4% in 2022.

#2,302
in Information & Media (2,911 peers)
-9.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Xactly Corporation 401(k) Plan vs every filed plan by assets

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

$37,720,305 Top 15% higher than 85% 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

Xactly Corporation 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. Xactly Corporation 401(k) Plan sits mid-pack in the medium band (498 participants).

Form 5500 schedule snapshot

Filing strip 113744289 · Xactly Corporation PY 2022 · 401(k)

Xactly Corporation 401(k) Plan · $38M · 498 · 85th

  • EBSA $38M
  • PART 498
  • TYPE 85th
  • NET 401(k)
  • BOOK near The Harford Mutual Insurance Company Retirement Savings Plan
  • VS-ST ind #2302

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 →

Xactly Corporation 401(k) Plan in the asset neighbourhood

Xactly Corporation 401(k) PlanXactly Corporation 401(k) Pl…$38MThe Harford Mutual Insurance Company Retirement Savings PlanThe Harford Mutual Insurance…$38MSault Tribe 401 (K) Plan$38MMintel Group Ltd. Employees' 401(k) Retirement PlanMintel Group Ltd. Employees'…$38MOklahoma Blood Institute 401(k) PlanOklahoma Blood Institute 401…$38M
End-of-year total assets ($M) among Xactly Corporation 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)$42M
Net Assets (End of Year)$38M
Net Income-$4M
Employer EIN113744289
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xactly Corporation)

Sponsor-wide plan assets over time

All Xactly Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.300524611346592% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.7M $46.9M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 498 $38M
2023 1 455 $44M
2024 1 297 $47M

Nearby 401(k) Plans in California

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

Xactly Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Xactly Corporation 401(k) Plan, Total assets ($B): 0.037720305 · Participants: 498Xactly Corporation 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
Xactly Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is The Harford Mutual Insurance Company Retirement Savings Plan in MD ($38M); by covered participants it is Ehpv 401(k) Plan in NE (498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 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 Xactly Corporation 401(k) Plan assets move in 2022?
Xactly Corporation 401(k) Plan pulled back noticeably - down 9.4% during 2022, from $42M to $38M. Reported net income was -$4M.
How have Xactly Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Xactly Corporation's sponsor-wide assets grew 24.3%, from $38M to $47M.
Where does Xactly Corporation 401(k) Plan rank by assets among Form 5500 filers?
Xactly Corporation 401(k) Plan ranks in the 85th 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 Xactly Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Harford Mutual Insurance Company Retirement Savings Plan in MD ($38M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Xactly Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (498 participants, $5M in assets).