401(k) · DOL Form 5500 · 2023

Expensify, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
93
Participants Small participant base
66th
Percentile by assets National rank
$149,933
Avg per participant Above avg balance/head
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Official DOL plan name: Expensify 401(k) Plan · Sponsored by Expensify, Inc · California · Information & Media

$14M in assets, 93 participants

Expensify, Inc's Expensify 401(k) Plan reported $14M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,538 in Information & Media (2,818 peers)

Expensify, Inc multi-year trail

Expensify, Inc's plans moved +69.1% in assets from 2022 to 2024; this filing shows Expensify 401(k) Plan at $14M / 93 participants.

#1,538
in Information & Media (2,818 peers)
+38.7%
assets growth YoY

Expensify 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Expensify 401(k) Plan vs every filed plan by assets

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

$13,943,797 Top 34% higher than 66% 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

Expensify 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expensify 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expensify 401(k) Plan reported net income rose from $204K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Expensify 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Expensify 401(k) Plan reported participants fell from 102 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270239450 · Expensify, Inc PY 2023 · 401(k)

Expensify 401(k) Plan · $14M · 93 · 66th

  • EIN $14M
  • EIN 93
  • EIN 66th
  • EIN 401(k)
  • EIN near Primus Builders, Inc. Employees Savings Trust
  • EIN ind #1538

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 →

Expensify 401(k) Plan in the asset neighbourhood

Dem-Con Companies 401(k) Plan$14MExpensify 401(k) Plan$14MPrimus Builders, Inc. Employees Savings TrustPrimus Builders, Inc. Employ…$14MContinuums Foundation Employee 401(k) Savings TrustContinuums Foundation Employ…$14MAtsi, Inc. 401(k) Retirement PlanAtsi, Inc. 401(k) Retirement…$14M
End-of-year total assets ($M) among Expensify 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Expensify, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Expensify, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 69.09383512987% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.1M $17M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 102 $10M
2023 1 93 $14M
2024 1 84 $17M

Expensify, Inc filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN270239450
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Expensify 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Expensify 401(k) Plan, Total assets ($B): 0.013943797 · Participants: 93Expensify 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
Expensify 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Expensify 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Primus Builders, Inc. Employees Savings Trust in GA ($14M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Expensify 401(k) Plan assets move in 2023? ▼
Expensify 401(k) Plan surged - up 38.7% during 2023, from $10M to $14M. Reported net income was $4M.
How have Expensify, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expensify, Inc's sponsor-wide assets grew 69.1%, from $10M to $17M.
Which 401(k) plans are similar in size to Expensify 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primus Builders, Inc. Employees Savings Trust in GA ($14M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Expensify 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A 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 270239450.

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.