401(k) · DOL Form 5500 · 2023

Confluent, Inc 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
1,708
Participants Near avg headcount
92nd
Percentile by assets National rank
$70,708
Avg per participant Below avg balance/head
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Official DOL plan name: Confluent, Inc. Retirement Trust · Sponsored by Confluent, Inc · California · Professional & Technical Services

$121M in assets, 1,708 participants

Confluent, Inc's Confluent, Inc. Retirement Trust reported $121M in total assets and 1,708 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,022 in Professional & Technical Services (20,321 peers)

Coverage in California

Confluent, Inc. Retirement Trust covers 1,708 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $121M.

#19,022
in Professional & Technical Services (20,321 peers)
+63.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Confluent, Inc. Retirement Trust's outsized position by total assets

Confluent, Inc. Retirement Trust vs every filed plan by assets

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

$120,769,674 Top 8% higher than 92% 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

Confluent, Inc. Retirement Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confluent, Inc. Retirement Trust lands in the large band (1,708 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Confluent, Inc. Retirement Trust reported net income rose from $12M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Confluent, Inc. Retirement Trust end-of-year assets rose from $74M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Confluent, Inc. Retirement Trust reported participants rose from 1,302 in the plan year 2022 filing to 1,708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471824387 · Confluent, Inc PY 2023 · 401(k)

Confluent, Inc. Retirement Trust · $121M · 1,708 · 92nd

  • PCT $121M
  • EIN 1,708
  • RANK 92nd
  • PHOTO 401(k)
  • IND near Ulbrich Plus Savings and Retirement Plan
  • EOY ind #19022

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 →

Confluent, Inc. Retirement Trust in the asset neighbourhood

Shopify (USA), Inc. 401(k) PlanShopify (USA), Inc. 401(k) P…$121MWoods Rogers Vandeventer Black PLC Profit Sharing PlanWoods Rogers Vandeventer Bla…$121MUlbrich Plus Savings and Retirement PlanUlbrich Plus Savings and Ret…$121MConfluent, Inc. Retirement TrustConfluent, Inc. Retirement T…$121MArtisan Design Group 401(k) PlanArtisan Design Group 401(k) …$121M
End-of-year total assets ($M) among Confluent, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$121M
Net Income$47M
Employer EIN471824387
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluent, Inc)

Sponsor-wide plan assets over time

All Confluent, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$172M 132.9222842162064% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $73.7M $172M ▲ +132.9%
Year Plans Participants Total Assets
2022 1 1,302 $74M
2023 1 1,708 $121M
2024 1 1,613 $172M

Nearby 401(k) Plans in California

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

Confluent, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Confluent, Inc. Retirement Trust, Total assets ($B): 0.120769674 · Participants: 1708Confluent, Inc. Retirement TrustWells 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
Confluent, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Confluent, Inc. Retirement Trust side-by-side with 3 peers →

Confluent, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ulbrich Plus Savings and Retirement Plan in CT ($121M); by covered participants it is Berry Contracting, Inc. Employee Profit Sharing Plan & Trust in TX (1,708 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,708 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 Confluent, Inc. Retirement Trust assets move in 2023? ▼
Confluent, Inc. Retirement Trust surged - up 63.9% during 2023, from $74M to $121M. Reported net income was $47M.
How have Confluent, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluent, Inc's sponsor-wide assets grew 132.9%, from $74M to $172M.
Where does Confluent, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Confluent, Inc. Retirement Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Confluent, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ulbrich Plus Savings and Retirement Plan in CT ($121M, 593 participants).
Which 401(k) plans cover a similar participant headcount to Confluent, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Berry Contracting, Inc. Employee Profit Sharing Plan & Trust in TX (1,708 participants, $46M 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 471824387.

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.