401(k) · DOL Form 5500 · 2022

Nerdwallet, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
633
Participants Below avg headcount
91st
Percentile by assets National rank
$114,550
Avg per participant Below avg balance/head
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Official DOL plan name: Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Nerdwallet, Inc. · California · Professional & Technical Services

$73M in assets, 633 participants

Nerdwallet, Inc.'s Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported $73M in total assets and 633 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,820 in Professional & Technical Services (21,562 peers)

Where Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $73M for 633 participants (~$114,550/participant), down 4.1% in 2022.

#19,820
in Professional & Technical Services (21,562 peers)
-4.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$72,510,225 Top 9% higher than 91% 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

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust 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. Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (633 participants).

DOL schedule card

Filing strip 454180440 · Nerdwallet, Inc. PY 2022 · 401(k)

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust · $73M · 633 · 91st

  • EOY $73M
  • 5500 633
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust
  • RANK ind #19820

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 California →

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Sands Capital Management, LLC 401(k) Profit Sharing PlanSands Capital Management, LL…$73MThe National Football League Capital Accumulation PlanThe National Football League…$73MNerdwallet, Inc. 401(k) Profit Sharing Plan and TrustNerdwallet, Inc. 401(k) Prof…$73MSchrodinger, Inc. 401(k) Profit Sharing Plan & TrustSchrodinger, Inc. 401(k) Pro…$73MSaf-Holland, Inc. 401(k) Savings PlanSaf-Holland, Inc. 401(k) Sav…$73M
End-of-year total assets ($M) among Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$73M
Net Income-$3M
Employer EIN454180440
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nerdwallet, Inc.)

Sponsor-wide plan assets over time

All Nerdwallet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116M 59.597510557993715% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.5M $116M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 633 $73M
2023 1 730 $98M
2024 1 710 $116M

Nearby 401(k) Plans in California

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

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.072510225 · Participants: 633Nerdwallet, Inc. 401(k) Profit Sharing Plan and TrustWells 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
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust in OR ($73M); by covered participants it is Celebree Learning Centers 401(k) Retirement Savings Plan in MD (633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (633 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 Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust edged down modestly - down 4.1% during 2022, from $76M to $73M. Reported net income was -$3M.
How have Nerdwallet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nerdwallet, Inc.'s sponsor-wide assets grew 59.6%, from $73M to $116M.
Where does Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 91st 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 Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust in OR ($73M, 500 participants).
Which 401(k) plans cover a similar participant headcount to Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Celebree Learning Centers 401(k) Retirement Savings Plan in MD (633 participants, $1M 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 454180440.

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.