401(k) · DOL Form 5500 · 2023

Articulate Global, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
357
Participants Below avg headcount
80th
Percentile by assets National rank
$89,109
Avg per participant Below avg balance/head
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Official DOL plan name: Articulate Global 401(k) Plan · Sponsored by Articulate Global, LLC · New York · Information & Media

$32M in assets, 357 participants

Articulate Global, LLC's Articulate Global 401(k) Plan reported $32M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,044 in Information & Media (2,818 peers)

Coverage in New York

Articulate Global 401(k) Plan covers 357 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $32M.

#2,044
in Information & Media (2,818 peers)
+50.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Articulate Global 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$31,811,783 Top 20% higher than 80% of 127,068 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 2023

Articulate Global 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Articulate Global 401(k) Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Articulate Global 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Articulate Global 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Articulate Global 401(k) Plan reported participants rose from 308 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010742391 · Articulate Global, LLC PY 2023 · 401(k)

Articulate Global 401(k) Plan · $32M · 357 · 80th

  • TYPE $32M
  • NET 357
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Quality Gold 401(k) and Profit Sharing Plan
  • SCH ind #2044

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 New York →

Articulate Global 401(k) Plan in the asset neighbourhood

Enerwise Global Technologies, LLC 401(k) PlanEnerwise Global Technologies…$32MArticulate Global 401(k) Plan$32MQuality Gold 401(k) and Profit Sharing PlanQuality Gold 401(k) and Prof…$32MDelaware Elevator, Inc. Retirement PlanDelaware Elevator, Inc. Reti…$32MSega of America, Inc. 401(k) PlanSega of America, Inc. 401(k)…$32M
End-of-year total assets ($M) among Articulate Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$32M
Net Income$11M
Employer EIN010742391
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Articulate Global, LLC)

Sponsor-wide plan assets over time

All Articulate Global, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 105.77389492724502% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.2M $43.7M ▲ +105.8%
Year Plans Participants Total Assets
2022 1 308 $21M
2023 1 357 $32M
2024 1 347 $44M

Nearby 401(k) Plans in New York

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

Articulate Global 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Articulate Global 401(k) Plan, Total assets ($B): 0.031811783 · Participants: 357Articulate Global 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Articulate Global 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Articulate Global 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Quality Gold 401(k) and Profit Sharing Plan in OH ($32M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Articulate Global 401(k) Plan assets move in 2023? ▼
Articulate Global 401(k) Plan surged - up 50.0% during 2023, from $21M to $32M. Reported net income was $11M.
How have Articulate Global, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Articulate Global, LLC's sponsor-wide assets grew 105.8%, from $21M to $44M.
Where does Articulate Global 401(k) Plan rank by assets among Form 5500 filers? ▼
Articulate Global 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Articulate Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quality Gold 401(k) and Profit Sharing Plan in OH ($32M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Articulate Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010742391.

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.