401(k) · DOL Form 5500 · 2023

Sumo Logic, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
591
Participants Below avg headcount
83rd
Percentile by assets National rank
$68,178
Avg per participant Below avg balance/head
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Official DOL plan name: Sumo Logic, Inc. Retirement Savings Plan · Sponsored by Sumo Logic, Inc. · California · Information & Media

$40M in assets, 591 participants

Sumo Logic, Inc.'s Sumo Logic, Inc. Retirement Savings Plan reported $40M in total assets and 591 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,160 in Information & Media (2,818 peers)

Where Sumo Logic, Inc. Retirement Savings Plan sits by assets

Sumo Logic, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $40M for 591 participants (~$68,178/participant), up 37.1% in 2023.

#2,160
in Information & Media (2,818 peers)
+37.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sumo Logic, Inc. Retirement Savings Plan's outsized position by total assets

Sumo Logic, Inc. Retirement Savings Plan vs every filed plan by assets

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

$40,293,389 Top 17% higher than 83% 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

Sumo Logic, Inc. Retirement Savings 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. Sumo Logic, Inc. Retirement Savings Plan sits mid-pack in the medium band (591 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sumo Logic, Inc. Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sumo Logic, Inc. Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272234444 · Sumo Logic, Inc. PY 2023 · 401(k)

Sumo Logic, Inc. Retirement Savings Plan · $40M · 591 · 83rd

  • BOOK $40M
  • BOOK 591
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Retirement Path Pooled Employer Plan
  • BOOK ind #2160

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 →

Sumo Logic, Inc. Retirement Savings Plan in the asset neighbourhood

Sumo Logic, Inc. Retirement Savings PlanSumo Logic, Inc. Retirement …$40MRetirement Path Pooled Employer PlanRetirement Path Pooled Emplo…$40MAllvue 401(k) Plan$40MNorth Star Mutual Insurance Company 401(k) PlanNorth Star Mutual Insurance …$40MRvo Health 401(k) Retirement PlanRvo Health 401(k) Retirement…$40M
End-of-year total assets ($M) among Sumo Logic, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$40M
Net Income$11M
Employer EIN272234444
Plan Effective Date2011-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumo Logic, Inc.)

Sponsor-wide plan assets over time

All Sumo Logic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 59.170298068156804% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $29.4M $46.8M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 591 $29M
2023 1 591 $40M
2024 1 444 $47M

Nearby 401(k) Plans in California

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

Sumo Logic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sumo Logic, Inc. Retirement Savings Plan, Total assets ($B): 0.040293389 · Participants: 591Sumo Logic, Inc. Retirement Savings 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
Sumo Logic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sumo Logic, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Retirement Path Pooled Employer Plan in NJ ($40M); by covered participants it is Ing Financial Services LLC 401(k) Savings Plan in NY (591 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (591 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 Sumo Logic, Inc. Retirement Savings Plan assets move in 2023? ▼
Sumo Logic, Inc. Retirement Savings Plan surged - up 37.1% during 2023, from $29M to $40M. Reported net income was $11M.
How have Sumo Logic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumo Logic, Inc.'s sponsor-wide assets grew 59.2%, from $29M to $47M.
Where does Sumo Logic, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Sumo Logic, Inc. Retirement Savings Plan ranks in the 83rd 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 Sumo Logic, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Path Pooled Employer Plan in NJ ($40M, 796 participants).
Which 401(k) plans cover a similar participant headcount to Sumo Logic, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ing Financial Services LLC 401(k) Savings Plan in NY (591 participants, $403M 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 272234444.

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.