401(k) · DOL Form 5500 · 2023

Confluence Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
282
Participants Below avg headcount
83rd
Percentile by assets National rank
$138,231
Avg per participant Near avg balance/head
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Official DOL plan name: Confluence 401(k) Plan · Sponsored by Confluence Technologies, Inc. · Pennsylvania · Professional & Technical Services

$39M in assets, 282 participants

Confluence Technologies, Inc.'s Confluence 401(k) Plan reported $39M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,956 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Confluence 401(k) Plan covers 282 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#16,956
in Professional & Technical Services (20,321 peers)
+32.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$38,981,192 Top 17% higher than 83% 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

Confluence 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. Confluence 401(k) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Confluence 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Confluence 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 282 in the plan year 2023 filing.
  • Confluence 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251670680 · Confluence Technologies, Inc. PY 2023 · 401(k)

Confluence 401(k) Plan · $39M · 282 · 83rd

  • BOOK $39M
  • BOOK 282
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan
  • BOOK ind #16956

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 Pennsylvania →

Confluence 401(k) Plan in the asset neighbourhood

Murata Machinery USA, Inc. 401(k) Profit Sharing PlanMurata Machinery USA, Inc. 4…$39MConfluence 401(k) Plan$39MBig Rivers Electric Corporation Bargaining Employees' Retirement Savings PlanBig Rivers Electric Corporat…$39MGle Management Services, LLC 401(k) PlanGle Management Services, LLC…$39MRain Cii Carbon LLC Salaried Employees 401(k) PlanRain Cii Carbon LLC Salaried…$39M
End-of-year total assets ($M) among Confluence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$39M
Net Income$10M
Employer EIN251670680
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Technologies, Inc.)

Sponsor-wide plan assets over time

All Confluence Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 143.59741327171292% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $29.4M $71.7M ▲ +143.6%
Year Plans Participants Total Assets
2022 1 139 $29M
2023 1 282 $39M
2024 1 263 $72M

Nearby 401(k) Plans in Pennsylvania

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

Confluence 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Confluence 401(k) Plan, Total assets ($B): 0.038981192 · Participants: 282Confluence 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Confluence 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Confluence 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan in KY ($39M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Confluence 401(k) Plan assets move in 2023? ▼
Confluence 401(k) Plan surged - up 32.4% during 2023, from $29M to $39M. Reported net income was $10M.
How have Confluence Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Technologies, Inc.'s sponsor-wide assets grew 143.6%, from $29M to $72M.
Where does Confluence 401(k) Plan rank by assets among Form 5500 filers? ▼
Confluence 401(k) Plan ranks in the 83rd 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 Confluence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan in KY ($39M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Confluence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 251670680.

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.