401(k) · DOL Form 5500 · 2023

Medallia, Inc. 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
1,406
Participants Near avg headcount
94th
Percentile by assets National rank
$130,248
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medallia, Inc. 401(k) Plan · Sponsored by Medallia, Inc. · California · Professional & Technical Services

$183M in assets, 1,406 participants

Medallia, Inc.'s Medallia, Inc. 401(k) Plan reported $183M in total assets and 1,406 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,423 in Professional & Technical Services (20,321 peers)

Coverage in California

Medallia, Inc. 401(k) Plan covers 1,406 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $183M.

#19,423
in Professional & Technical Services (20,321 peers)
+35.9%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Medallia, Inc. 401(k) Plan's outsized position by total assets

Medallia, Inc. 401(k) Plan vs every filed plan by assets

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

$183,128,509 Top 6% higher than 94% 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

Medallia, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medallia, Inc. 401(k) Plan lands in the large band (1,406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medallia, Inc. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Medallia, Inc. 401(k) Plan end-of-year assets rose from $135M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Medallia, Inc. 401(k) Plan reported participants fell from 1,531 in the plan year 2022 filing to 1,406 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770558353 · Medallia, Inc. PY 2023 · 401(k)

Medallia, Inc. 401(k) Plan · $183M · 1,406 · 94th

  • RANK $183M
  • RANK 1,406
  • RANK 94th
  • RANK 401(k)
  • RANK near Ptc Therapeutics Inc. 401(k) Retirement Savings Plan
  • RANK ind #19423

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 →

Medallia, Inc. 401(k) Plan in the asset neighbourhood

Invenergy LLC 401(k) Plan$183MLedvance LLC 401(k) Savings PlanLedvance LLC 401(k) Savings …$183MThe Taubman Company and Related Entities Employee Retirement Savings PlanThe Taubman Company and Rela…$183MPtc Therapeutics Inc. 401(k) Retirement Savings PlanPtc Therapeutics Inc. 401(k)…$183MMedallia, Inc. 401(k) Plan$183M
End-of-year total assets ($M) among Medallia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$183M
Net Income$38M
Employer EIN770558353
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medallia, Inc.)

Sponsor-wide plan assets over time

All Medallia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$213M 57.8829437179124% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $135M $213M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 1,531 $135M
2023 1 1,406 $183M
2024 1 1,195 $213M

Nearby 401(k) Plans in California

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

Medallia, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Medallia, Inc. 401(k) Plan, Total assets ($B): 0.183128509 · Participants: 1406Medallia, Inc. 401(k) PlanWells 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
Medallia, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ ($183M); by covered participants it is Trs 401(k) Plan in AR (1,406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,406 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 Medallia, Inc. 401(k) Plan assets move in 2023?
Medallia, Inc. 401(k) Plan surged - up 35.9% during 2023, from $135M to $183M. Reported net income was $38M.
How have Medallia, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Medallia, Inc.'s sponsor-wide assets grew 57.9%, from $135M to $213M.
Where does Medallia, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Medallia, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Medallia, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ ($183M, 1,079 participants).
Which 401(k) plans cover a similar participant headcount to Medallia, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Trs 401(k) Plan in AR (1,406 participants, $8M in assets).