401(k) · DOL Form 5500 · 2023

Model N, Inc 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
519
Participants Below avg headcount
92nd
Percentile by assets National rank
$210,431
Avg per participant Above avg balance/head
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Official DOL plan name: Model N, Inc. 401(k) Plan · Sponsored by Model N, Inc · California · Information & Media

$109M in assets, 519 participants

Model N, Inc's Model N, Inc. 401(k) Plan reported $109M in total assets and 519 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.

  • #2,478 in Information & Media (2,818 peers)

Where Model N, Inc. 401(k) Plan sits by assets

Model N, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $109M for 519 participants (~$210,431/participant), up 26.4% in 2023.

#2,478
in Information & Media (2,818 peers)
+26.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Model N, Inc. 401(k) Plan's outsized position by total assets

Model N, Inc. 401(k) Plan vs every filed plan by assets

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

$109,213,931 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

Model N, Inc. 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. Model N, Inc. 401(k) Plan sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Model N, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Model N, Inc. 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Model N, Inc. 401(k) Plan reported participants fell from 544 in the plan year 2022 filing to 519 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770528806 · Model N, Inc PY 2023 · 401(k)

Model N, Inc. 401(k) Plan · $109M · 519 · 92nd

  • EOY $109M
  • 5500 519
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near University Federal Credit Union 401(k) Profit Sharing Plan
  • RANK ind #2478

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 →

Model N, Inc. 401(k) Plan in the asset neighbourhood

Banker Lopez Gassler P.a. 401(k) PlanBanker Lopez Gassler P.a. 40…$109MPopulus Group, LLC 401(k) Profit Sharing Plan and TrustPopulus Group, LLC 401(k) Pr…$109MForum Energy Technologies, Inc. 401(k) PlanForum Energy Technologies, I…$109MUniversity Federal Credit Union 401(k) Profit Sharing PlanUniversity Federal Credit Un…$109MModel N, Inc. 401(k) Plan$109M
End-of-year total assets ($M) among Model N, Inc. 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)$86M
Net Assets (End of Year)$109M
Net Income$23M
Employer EIN770528806
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Model N, Inc)

Sponsor-wide plan assets over time

All Model N, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$128M 48.455765318790746% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.4M $128M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 544 $86M
2023 1 519 $109M
2024 1 514 $128M

Nearby 401(k) Plans in California

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

Model N, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Model N, Inc. 401(k) Plan, Total assets ($B): 0.109213931 · Participants: 519Model N, Inc. 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
Model N, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Model N, Inc. 401(k) Plan side-by-side with 3 peers →

Model N, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is University Federal Credit Union 401(k) Profit Sharing Plan in TX ($109M); by covered participants it is Turnberry Hospitality Retirement Savings Plan in FL (519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (519 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 Model N, Inc. 401(k) Plan assets move in 2023? ▼
Model N, Inc. 401(k) Plan grew sharply - up 26.4% during 2023, from $86M to $109M. Reported net income was $23M.
How have Model N, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Model N, Inc's sponsor-wide assets grew 48.5%, from $86M to $128M.
Where does Model N, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Model N, Inc. 401(k) Plan 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 Model N, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is University Federal Credit Union 401(k) Profit Sharing Plan in TX ($109M, 807 participants).
Which 401(k) plans cover a similar participant headcount to Model N, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Turnberry Hospitality Retirement Savings Plan in FL (519 participants, $9M 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 770528806.

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.