401(k) · DOL Form 5500 · 2023
Nuna, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 238
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $91,423
- Avg per participant Below avg balance/head
Official DOL plan name: Nuna, Inc. Retirement Plan · Sponsored by Nuna, Inc. · California · Professional & Technical Services
$22M in assets, 238 participants
Nuna, Inc.'s Nuna, Inc. Retirement Plan reported $22M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #15,070 in Professional & Technical Services (20,321 peers)
Coverage in California
Nuna, Inc. Retirement Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $22M.
- #15,070
- in Professional & Technical Services (20,321 peers)
- +53.9%
- assets growth YoY
Nuna, Inc. Retirement Plan's outsized position by total assets
Nuna, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,758,630 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Nuna, Inc. Retirement 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. Nuna, Inc. Retirement Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nuna, Inc. Retirement Plan reported net income rose from $880K in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Nuna, Inc. Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Nuna, Inc. Retirement Plan reported participants rose from 164 in the plan year 2022 filing to 238 in the plan year 2023 filing.
DOL schedule card
Filing strip 800570221 · Nuna, Inc. PY 2023 · 401(k)
Nuna, Inc. Retirement Plan · $22M · 238 · 74th
- VS-ST $22M
- BOY 238
- SCH 74th
- EBSA 401(k)
- PART near Envirotrac Ltd. 401(k) Plan
- TYPE ind #15070
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 →
Nuna, Inc. Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $8M |
| Employer EIN | 800570221 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nuna, Inc.)
Sponsor-wide plan assets over time
All Nuna, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 81.12832179433111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $14M |
| 2023 | 1 | 238 | $22M |
| 2024 | 1 | 168 | $26M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Nuna, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Envirotrac Ltd. 401(k) Plan in NY ($22M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Envirotrac Ltd. 401(k) Plan (NY) $22M · 140
- The Dmc 401(k) Benefit Plan (FL) $22M · 234
- Community Health Care, Inc. 401(k) Profit Sharing Plan (OH) $22M · 220
- Bsquare Corporation 401(k) Plan and Trust (WA) $22M · 25
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Idn Global, Inc. 401(k) Plan (MI) 238 · 0 off
- Maymead Inc. Profit Sharing Plan (TN) 238 · 0 off
- The Data Entry Company 401(k) Plan (MD) 238 · 0 off
- Envision Credit Union 401(k) Plan and Trust (FL) 238 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.