401(k) · DOL Form 5500 · 2023

Globality, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
143
Participants Small participant base
60th
Percentile by assets National rank
$74,065
Avg per participant Below avg balance/head
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Official DOL plan name: Globality, Inc. 401(k) Plan · Sponsored by Globality, Inc. · California · Information & Media

$11M in assets, 143 participants

Globality, Inc.'s Globality, Inc. 401(k) Plan reported $11M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,347 in Information & Media (2,818 peers)

Coverage in California

Globality, Inc. 401(k) Plan covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,347
in Information & Media (2,818 peers)
+13.2%
assets growth YoY

Globality, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

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

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

$10,591,324 Top 40% higher than 60% 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

Globality, Inc. 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. Globality, Inc. 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Globality, Inc. 401(k) Plan reported net income rose from $371K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Globality, Inc. 401(k) Plan reported participants fell from 171 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Globality, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473197879 · Globality, Inc. PY 2023 · 401(k)

Globality, Inc. 401(k) Plan · $11M · 143 · 60th

  • EBSA $11M
  • PART 143
  • TYPE 60th
  • NET 401(k)
  • BOOK near Modcomp, Inc. Investment and Retirement Plan
  • VS-ST ind #1347

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 →

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

Globality, Inc. 401(k) Plan$11MModcomp, Inc. Investment and Retirement PlanModcomp, Inc. Investment and…$11MStewart Candy Company 401(k) PlanStewart Candy Company 401(k)…$11MPci Synthesis 401(k) Retirement PlanPci Synthesis 401(k) Retirem…$11MVirtual Incorporated 401(k) PlanVirtual Incorporated 401(k) …$11M
End-of-year total assets ($M) among Globality, 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)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN473197879
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Globality, Inc.)

Sponsor-wide plan assets over time

All Globality, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.88991605154494% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.35M $11.6M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 171 $9M
2023 1 143 $11M
2024 1 74 $12M

Nearby 401(k) Plans in California

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

Globality, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Globality, Inc. 401(k) Plan, Total assets ($B): 0.010591324 · Participants: 143Globality, 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
Globality, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Globality, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Modcomp, Inc. Investment and Retirement Plan in FL ($11M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Globality, Inc. 401(k) Plan assets move in 2023? ▼
Globality, Inc. 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $9M to $11M. Reported net income was $1M.
How have Globality, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globality, Inc.'s sponsor-wide assets grew 23.9%, from $9M to $12M.
Which 401(k) plans are similar in size to Globality, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modcomp, Inc. Investment and Retirement Plan in FL ($11M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Globality, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 473197879.

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.