401(k) · DOL Form 5500 · 2023

Wealthfront Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
242
Participants Below avg headcount
76th
Percentile by assets National rank
$99,502
Avg per participant Below avg balance/head
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Official DOL plan name: Wealthfront Corporation 401(k) Plan · Sponsored by Wealthfront Corporation · California · Information & Media

$24M in assets, 242 participants

Wealthfront Corporation's Wealthfront Corporation 401(k) Plan reported $24M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,873 in Information & Media (2,818 peers)

Coverage in California

Wealthfront Corporation 401(k) Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $24M.

#1,873
in Information & Media (2,818 peers)
+37.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Wealthfront Corporation 401(k) Plan's outsized position by total assets

Wealthfront Corporation 401(k) Plan vs every filed plan by assets

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

$24,079,554 Top 24% higher than 76% 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

Wealthfront Corporation 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. Wealthfront Corporation 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wealthfront Corporation 401(k) Plan reported net income rose from -$680K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Wealthfront Corporation 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Wealthfront Corporation 401(k) Plan reported participants fell from 245 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208280144 · Wealthfront Corporation PY 2023 · 401(k)

Wealthfront Corporation 401(k) Plan · $24M · 242 · 76th

  • ASSETS $24M
  • ASSETS 242
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near Verbit Group Retirement Savings Plan
  • ASSETS ind #1873

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 →

Wealthfront Corporation 401(k) Plan in the asset neighbourhood

Weststar Bank 401(k) Plan$24M401(k) Savings Plan of Honeybee Robotics LLC401(k) Savings Plan of Honey…$24MWealthfront Corporation 401(k) PlanWealthfront Corporation 401(…$24MVerbit Group Retirement Savings PlanVerbit Group Retirement Savi…$24MApplause App Quality, Inc. 401(k) PlanApplause App Quality, Inc. 4…$24M
End-of-year total assets ($M) among Wealthfront Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN208280144
Plan Effective Date2016-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wealthfront Corporation)

Sponsor-wide plan assets over time

All Wealthfront Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$33M 88.17470286276028% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.5M $32.9M ▲ +88.2%
Year Plans Participants Total Assets
2022 1 245 $17M
2023 1 242 $24M
2024 1 262 $33M

Nearby 401(k) Plans in California

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

Wealthfront Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wealthfront Corporation 401(k) Plan, Total assets ($B): 0.024079554 · Participants: 242Wealthfront Corporation 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
Wealthfront Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wealthfront Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Verbit Group Retirement Savings Plan in CO ($24M); by covered participants it is Boro 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Wealthfront Corporation 401(k) Plan assets move in 2023? ▼
Wealthfront Corporation 401(k) Plan surged - up 37.9% during 2023, from $17M to $24M. Reported net income was $7M.
How have Wealthfront Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wealthfront Corporation's sponsor-wide assets grew 88.2%, from $17M to $33M.
Where does Wealthfront Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Wealthfront Corporation 401(k) Plan ranks in the 76th 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 Wealthfront Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Verbit Group Retirement Savings Plan in CO ($24M, 701 participants).
Which 401(k) plans cover a similar participant headcount to Wealthfront Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boro 401(k) Plan in TX (242 participants, $4M 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 208280144.

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.