401(k) · DOL Form 5500 · 2023

Medata, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
261
Participants Below avg headcount
64th
Percentile by assets National rank
$49,291
Avg per participant Low balance/head
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Official DOL plan name: Medata, Inc 401(k) Savings and Retirement Plan and Trust · Sponsored by Medata, Inc. · California · Information & Media

$13M in assets, 261 participants

Medata, Inc.'s Medata, Inc 401(k) Savings and Retirement Plan and Trust reported $13M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,474 in Information & Media (2,818 peers)

Coverage in California

Medata, Inc 401(k) Savings and Retirement Plan and Trust covers 261 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $13M.

#1,474
in Information & Media (2,818 peers)
+30.1%
assets growth YoY

Medata, Inc 401(k) Savings and Retirement Plan and Trust's mid-pack asset rank among Information & Media and all filers

Medata, Inc 401(k) Savings and Retirement Plan and Trust vs every filed plan by assets

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

$12,864,857 Top 36% higher than 64% 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

Medata, Inc 401(k) Savings and Retirement Plan and Trust 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. Medata, Inc 401(k) Savings and Retirement Plan and Trust sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medata, Inc 401(k) Savings and Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Medata, Inc 401(k) Savings and Retirement Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Medata, Inc 401(k) Savings and Retirement Plan and Trust reported participants fell from 273 in the plan year 2022 filing to 261 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952954038 · Medata, Inc. PY 2023 · 401(k)

Medata, Inc 401(k) Savings and Retirement Plan and Trust · $13M · 261 · 64th

  • SCH $13M
  • EBSA 261
  • PART 64th
  • TYPE 401(k)
  • NET near Cosmos Club 401(k) Retirement Plan
  • BOOK ind #1474

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 →

Medata, Inc 401(k) Savings and Retirement Plan and Trust in the asset neighbourhood

Poe, Ltd. 401(k) Profit Sharing PlanPoe, Ltd. 401(k) Profit Shar…$13MSkin Cure Oncology, LLC 401(k) PlanSkin Cure Oncology, LLC 401(…$13MEmployee Benefit Plan of the Childrens Law CenterEmployee Benefit Plan of the…$13MMedata, Inc 401(k) Savings and Retirement Plan and TrustMedata, Inc 401(k) Savings a…$13MCosmos Club 401(k) Retirement PlanCosmos Club 401(k) Retiremen…$13M
End-of-year total assets ($M) among Medata, Inc 401(k) Savings and Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN952954038
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medata, Inc.)

Sponsor-wide plan assets over time

All Medata, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.89M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 273 $10M
2023 1 261 $13M
2024 1 274 N/A

Nearby 401(k) Plans in California

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

Medata, Inc 401(k) Savings and Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Medata, Inc 401(k) Savings and Retirement Plan and Trust, Total assets ($B): 0.012864857 · Participants: 261Medata, Inc 401(k) Savings and Retirement Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Medata, Inc 401(k) Savings and Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Medata, Inc 401(k) Savings and Retirement Plan and Trust side-by-side with 3 peers →

Medata, Inc 401(k) Savings and Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cosmos Club 401(k) Retirement Plan in DC ($13M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Medata, Inc 401(k) Savings and Retirement Plan and Trust assets move in 2023? ▼
Medata, Inc 401(k) Savings and Retirement Plan and Trust surged - up 30.1% during 2023, from $10M to $13M. Reported net income was $3M.
Which 401(k) plans are similar in size to Medata, Inc 401(k) Savings and Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cosmos Club 401(k) Retirement Plan in DC ($13M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Medata, Inc 401(k) Savings and Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 952954038.

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.