401(k) · DOL Form 5500 · 2022

Apptio, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
700
Participants Below avg headcount
90th
Percentile by assets National rank
$87,593
Avg per participant Below avg balance/head
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Official DOL plan name: Apptio Retirement Plan · Sponsored by Apptio, Inc. · Washington · Professional & Technical Services

$61M in assets, 700 participants

Apptio, Inc.'s Apptio Retirement Plan reported $61M in total assets and 700 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,544 in Professional & Technical Services (21,562 peers)

Coverage in Washington

Apptio Retirement Plan covers 700 participants in Washington, about 47% of the average Washington filer (state average ~1,476 per filing). Assets: $61M.

#19,544
in Professional & Technical Services (21,562 peers)
-10.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apptio Retirement Plan's outsized position by total assets

Apptio Retirement Plan vs every filed plan by assets

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

$61,315,338 Top 10% higher than 90% 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

Apptio Retirement 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. Apptio Retirement Plan sits mid-pack in the medium band (700 participants).

DOL schedule card

Filing strip 261175252 · Apptio, Inc. PY 2022 · 401(k)

Apptio Retirement Plan · $61M · 700 · 90th

  • BOOK $61M
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  • BOOK near Kamin LLC Employee Savings Plan
  • BOOK ind #19544

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 Washington →

Apptio Retirement Plan in the asset neighbourhood

Apptio Retirement Plan$61MKamin LLC Employee Savings PlanKamin LLC Employee Savings P…$61MWillis Construction Company, Inc. Combined Employee Stock Ownership and Tax Sheltered Savings PlanWillis Construction Company,…$61MO'reilly Media, Inc. 401(k) PlanO'reilly Media, Inc. 401(k) …$61MPryor Cashman LLP 401(k) Plan$61M
End-of-year total assets ($M) among Apptio Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$61M
Net Income-$7M
Employer EIN261175252
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apptio, Inc.)

Sponsor-wide plan assets over time

All Apptio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 31.089721791960113% vs 2022
2023 filing year
$50M$60M$70M$80M$90M 20222023 $61.3M $80.4M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 700 $61M
2023 2 1,305 $80M

Nearby 401(k) Plans in Washington

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

Apptio Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Apptio Retirement Plan, Total assets ($B): 0.061315338 · Participants: 700Apptio Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Apptio Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Apptio Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Kamin LLC Employee Savings Plan in GA ($61M); by covered participants it is Tep Holdings 401(k) Plan in NC (700 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (700 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 Apptio Retirement Plan assets move in 2022? ▼
Apptio Retirement Plan pulled back noticeably - down 10.2% during 2022, from $68M to $61M. Reported net income was -$7M.
How have Apptio, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Apptio, Inc.'s sponsor-wide assets grew 31.1%, from $61M to $80M.
Where does Apptio Retirement Plan rank by assets among Form 5500 filers? ▼
Apptio Retirement Plan ranks in the 90th 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 Apptio Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kamin LLC Employee Savings Plan in GA ($61M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Apptio Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tep Holdings 401(k) Plan in NC (700 participants, $25M 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 261175252.

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.