401(k) · DOL Form 5500 · 2023

Coupa Software, Inc. 401(k) Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
1,850
Participants Near avg headcount
94th
Percentile by assets National rank
$97,153
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coupa Software, Inc. Retirement Trust · Sponsored by Coupa Software, Inc. · California · Professional & Technical Services

$180M in assets, 1,850 participants

Coupa Software, Inc.'s Coupa Software, Inc. Retirement Trust reported $180M in total assets and 1,850 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,405 in Professional & Technical Services (20,321 peers)

Coverage in California

Coupa Software, Inc. Retirement Trust covers 1,850 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $180M.

#19,405
in Professional & Technical Services (20,321 peers)
+33.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

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

Coupa Software, Inc. Retirement Trust vs every filed plan by assets

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

$179,732,523 Top 6% higher than 94% 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

Coupa Software, 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. Coupa Software, Inc. Retirement Trust lands in the large band (1,850 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coupa Software, Inc. Retirement Trust reported net income rose from $5K in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Coupa Software, Inc. Retirement Trust end-of-year assets rose from $135M in the plan year 2022 filing to $180M in the plan year 2023 filing.
  • Coupa Software, Inc. Retirement Trust reported participants rose from 1,545 in the plan year 2022 filing to 1,850 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204429448 · Coupa Software, Inc. PY 2023 · 401(k)

Coupa Software, Inc. Retirement Trust · $180M · 1,850 · 94th

  • IND $180M
  • EOY 1,850
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Archrock 401(k) Plan
  • EIN ind #19405

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 →

Coupa Software, Inc. Retirement Trust in the asset neighbourhood

Keating Muething & Klekamp 401(k) Profit Sharing PlanKeating Muething & Klekamp 4…$180MGrubhub, Inc. 401(k) Retirement PlanGrubhub, Inc. 401(k) Retirem…$180MCoupa Software, Inc. Retirement TrustCoupa Software, Inc. Retirem…$180MArchrock 401(k) Plan$180MSavings Plan for Transcontinental US, LLC and Certain of Its AffiliatesSavings Plan for Transcontin…$180M
End-of-year total assets ($M) among Coupa Software, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$180M
Net Income$45M
Employer EIN204429448
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coupa Software, Inc.)

Sponsor-wide plan assets over time

All Coupa Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$215M 59.7417910554604% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $135M $215M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 1,545 $135M
2023 1 1,850 $180M
2024 1 1,248 $215M

Nearby 401(k) Plans in California

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

Coupa Software, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coupa Software, Inc. Retirement Trust, Total assets ($B): 0.179732523 · Participants: 1850Coupa Software, 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
Coupa Software, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Archrock 401(k) Plan in TX ($180M); by covered participants it is Douglas Dynamics, L.L.C. 401(k) Plan in WI (1,849 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,850 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 Coupa Software, Inc. Retirement Trust assets move in 2023?
Coupa Software, Inc. Retirement Trust surged - up 33.5% during 2023, from $135M to $180M. Reported net income was $45M.
How have Coupa Software, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Coupa Software, Inc.'s sponsor-wide assets grew 59.7%, from $135M to $215M.
Where does Coupa Software, Inc. Retirement Trust rank by assets among Form 5500 filers?
Coupa Software, Inc. Retirement Trust ranks in the 94th 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 Coupa Software, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Archrock 401(k) Plan in TX ($180M, 1,099 participants).
Which 401(k) plans cover a similar participant headcount to Coupa Software, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Douglas Dynamics, L.L.C. 401(k) Plan in WI (1,849 participants, $146M in assets).