401(k) · DOL Form 5500 · 2023

Headspace, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,143
Participants Near avg headcount
85th
Percentile by assets National rank
$43,561
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Headspace 401(k) Plan · Sponsored by Headspace, Inc. · California · Educational Services

$50M in assets, 1,143 participants

Headspace, Inc.'s Headspace 401(k) Plan reported $50M in total assets and 1,143 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,769 in Educational Services (3,735 peers)

Where Headspace 401(k) Plan sits by assets

Headspace 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 1,143 participants (~$43,561/participant), up 56.9% in 2023.

#2,769
in Educational Services (3,735 peers)
+56.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$49,790,514 Top 15% higher than 85% 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

Headspace 401(k) Plan'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. Headspace 401(k) Plan lands in the large band (1,143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Headspace 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Headspace 401(k) Plan reported participants rose from 868 in the plan year 2022 filing to 1,143 in the plan year 2023 filing.
  • Headspace 401(k) Plan reported net income rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461777570 · Headspace, Inc. PY 2023 · 401(k)

Headspace 401(k) Plan · $50M · 1,143 · 85th

  • IND $50M
  • EOY 1,143
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust
  • EIN ind #2769

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 Educational Services retirement plans → · Plans in California →

Headspace 401(k) Plan in the asset neighbourhood

Trevecca Nazarene University Defined Contribution Retirement PlanTrevecca Nazarene University…$50MHeadspace 401(k) Plan$50MGraves, Dougherty, Hearon & Moody 401(k) Plan and TrustGraves, Dougherty, Hearon & …$50MNorthstar Aerospace (USA) Voluntary Savings PlanNorthstar Aerospace (USA) Vo…$50MGap International, Inc. Profit Sharing Plan and TrustGap International, Inc. Prof…$50M
End-of-year total assets ($M) among Headspace 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$50M
Net Income$18M
Employer EIN461777570
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Headspace, Inc.)

Sponsor-wide plan assets over time

All Headspace, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 86.32363566283226% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $31.7M $59.1M ▲ +86.3%
Year Plans Participants Total Assets
2022 1 868 $32M
2023 1 1,143 $50M
2024 1 913 $59M

Nearby 401(k) Plans in California

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

Headspace 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Headspace 401(k) Plan, Total assets ($B): 0.049790514 · Participants: 1143Headspace 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
Headspace 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Headspace 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust in TX ($50M); by covered participants it is Ted's Montana Grill, Inc. 401(k) Plan in GA (1,143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,143 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 Headspace 401(k) Plan assets move in 2023? ▼
Headspace 401(k) Plan surged - up 56.9% during 2023, from $32M to $50M. Reported net income was $18M.
How have Headspace, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Headspace, Inc.'s sponsor-wide assets grew 86.3%, from $32M to $59M.
Where does Headspace 401(k) Plan rank by assets among Form 5500 filers? ▼
Headspace 401(k) Plan ranks in the 85th 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 Headspace 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust in TX ($50M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Headspace 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ted's Montana Grill, Inc. 401(k) Plan in GA (1,143 participants, $7M 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 461777570.

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.