401(k) · DOL Form 5500 · 2022

Personalis, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
310
Participants Below avg headcount
78th
Percentile by assets National rank
$66,048
Avg per participant Below avg balance/head
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Official DOL plan name: Personalis, Inc. 401(k) Profit Sharing Plan and · Sponsored by Personalis, Inc. · California · Professional & Technical Services

$20M in assets, 310 participants

Personalis, Inc.'s Personalis, Inc. 401(k) Profit Sharing Plan and reported $20M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,785 in Professional & Technical Services (21,562 peers)

Coverage in California

Personalis, Inc. 401(k) Profit Sharing Plan and covers 310 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $20M.

#16,785
in Professional & Technical Services (21,562 peers)
+14.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$20,474,748 Top 22% higher than 78% 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

Personalis, Inc. 401(k) Profit Sharing Plan and 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. Personalis, Inc. 401(k) Profit Sharing Plan and sits mid-pack in the medium band (310 participants).

DOL schedule card

Filing strip 275411038 · Personalis, Inc. PY 2022 · 401(k)

Personalis, Inc. 401(k) Profit Sharing Plan and · $20M · 310 · 78th

  • NET $20M
  • NET 310
  • NET 78th
  • NET 401(k)
  • NET near Cutter & Buck 401(k) Plan
  • NET ind #16785

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 →

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

Nichols Consulting Engineers, Chtd. 401(k) PlanNichols Consulting Engineers…$20MU.S. Soccer Federation Retirement PlanU.S. Soccer Federation Retir…$20MPersonalis, Inc. 401(k) Profit Sharing Plan andPersonalis, Inc. 401(k) Prof…$20MCutter & Buck 401(k) Plan$20MSt. Mary's Bank 401(k) Plan$20M
End-of-year total assets ($M) among Personalis, Inc. 401(k) Profit Sharing Plan and and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN275411038
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Personalis, Inc.)

Sponsor-wide plan assets over time

All Personalis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 68.28213465679774% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.5M $34.5M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 310 $20M
2023 1 376 $28M
2024 1 270 $34M

Nearby 401(k) Plans in California

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

Personalis, Inc. 401(k) Profit Sharing Plan and vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Personalis, Inc. 401(k) Profit Sharing Plan and, Total assets ($B): 0.020474748 · Participants: 310Personalis, Inc. 401(k) Profit Sharing Plan andWells 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
Personalis, Inc. 401(k) Profit Sharing Plan and vs. nearby 401(k) plans in California, assets vs. participants
Compare Personalis, Inc. 401(k) Profit Sharing Plan and side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Cutter & Buck 401(k) Plan in WA ($20M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Personalis, Inc. 401(k) Profit Sharing Plan and assets move in 2022? ▼
Personalis, Inc. 401(k) Profit Sharing Plan and grew at a solid clip - up 14.0% during 2022, from $18M to $20M. Reported net income was $3M.
How have Personalis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Personalis, Inc.'s sponsor-wide assets grew 68.3%, from $20M to $34M.
Where does Personalis, Inc. 401(k) Profit Sharing Plan and rank by assets among Form 5500 filers? ▼
Personalis, Inc. 401(k) Profit Sharing Plan and ranks in the 78th 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 Personalis, Inc. 401(k) Profit Sharing Plan and? ▼
Among 401(k) plans in other states, the closest by assets is Cutter & Buck 401(k) Plan in WA ($20M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Personalis, Inc. 401(k) Profit Sharing Plan and? ▼
Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A 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 275411038.

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.