401(k) · DOL Form 5500 · 2022

Addepar, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
560
Participants Below avg headcount
86th
Percentile by assets National rank
$72,810
Avg per participant Below avg balance/head
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Official DOL plan name: Addepar 401(k) Plan · Sponsored by Addepar, Inc. · California · Information & Media

$41M in assets, 560 participants

Addepar, Inc.'s Addepar 401(k) Plan reported $41M in total assets and 560 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,332 in Information & Media (2,911 peers)

Where Addepar 401(k) Plan sits by assets

Addepar 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 560 participants (~$72,810/participant), up 12.5% in 2022.

#2,332
in Information & Media (2,911 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Addepar 401(k) Plan vs every filed plan by assets

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

$40,773,381 Top 14% higher than 86% 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

Addepar 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. Addepar 401(k) Plan sits mid-pack in the medium band (560 participants).

Plan-year Form 5500 strip

Filing strip 452500433 · Addepar, Inc. PY 2022 · 401(k)

Addepar 401(k) Plan · $41M · 560 · 86th

  • BOOK $41M
  • BOOK 560
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Saunders Construction, Inc. 401(k) Plan
  • BOOK ind #2332

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 →

Addepar 401(k) Plan in the asset neighbourhood

Adcs Clinics, LLC, 401(k) Retirement PlanAdcs Clinics, LLC, 401(k) Re…$41MHonor Technology, Inc. 401(k) PlanHonor Technology, Inc. 401(k…$41MAddepar 401(k) Plan$41MSaunders Construction, Inc. 401(k) PlanSaunders Construction, Inc. …$41MCulp Inc Employees Ret Builder PlanCulp Inc Employees Ret Build…$41M
End-of-year total assets ($M) among Addepar 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)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN452500433
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addepar, Inc.)

Sponsor-wide plan assets over time

All Addepar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 88.18946851623612% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.8M $76.7M ▲ +88.2%
Year Plans Participants Total Assets
2022 1 560 $41M
2023 1 671 $59M
2024 1 667 $77M

Nearby 401(k) Plans in California

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

Addepar 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Addepar 401(k) Plan, Total assets ($B): 0.040773381 · Participants: 560Addepar 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
Addepar 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Addepar 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Saunders Construction, Inc. 401(k) Plan in CO ($41M); by covered participants it is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Addepar 401(k) Plan assets move in 2022? ▼
Addepar 401(k) Plan grew at a solid clip - up 12.5% during 2022, from $36M to $41M. Reported net income was $5M.
How have Addepar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addepar, Inc.'s sponsor-wide assets grew 88.2%, from $41M to $77M.
Where does Addepar 401(k) Plan rank by assets among Form 5500 filers? ▼
Addepar 401(k) Plan ranks in the 86th 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 Addepar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saunders Construction, Inc. 401(k) Plan in CO ($41M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Addepar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (560 participants, $7M 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 452500433.

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.