401(k) · DOL Form 5500 · 2023

Xactly Corporation 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
455
Participants Below avg headcount
84th
Percentile by assets National rank
$97,278
Avg per participant Below avg balance/head
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Official DOL plan name: Xactly Corporation 401(k) Plan · Sponsored by Xactly Corporation · California · Information & Media

$44M in assets, 455 participants

Xactly Corporation's Xactly Corporation 401(k) Plan reported $44M in total assets and 455 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,199 in Information & Media (2,818 peers)

Where Xactly Corporation 401(k) Plan sits by assets

Xactly Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 455 participants (~$97,278/participant), up 17.3% in 2023.

#2,199
in Information & Media (2,818 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Xactly Corporation 401(k) Plan vs every filed plan by assets

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

$44,261,403 Top 16% higher than 84% 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

Xactly Corporation 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. Xactly Corporation 401(k) Plan sits mid-pack in the medium band (455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xactly Corporation 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Xactly Corporation 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Xactly Corporation 401(k) Plan reported participants fell from 498 in the plan year 2022 filing to 455 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113744289 · Xactly Corporation PY 2023 · 401(k)

Xactly Corporation 401(k) Plan · $44M · 455 · 84th

  • EIN $44M
  • RANK 455
  • PHOTO 84th
  • IND 401(k)
  • EOY near Humphrey & Associates, Inc. 401(k) Plan
  • 5500 ind #2199

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 →

Xactly Corporation 401(k) Plan in the asset neighbourhood

Sid Harvey Industries' 401(k) Savings and Profit Sharing PlanSid Harvey Industries' 401(k…$44MOvivo 401(k) Plan$44MXactly Corporation 401(k) PlanXactly Corporation 401(k) Pl…$44MHumphrey & Associates, Inc. 401(k) PlanHumphrey & Associates, Inc. …$44MAnderson Brothers Bank of Mullins 401(k) Employee Stock Ownership PlanAnderson Brothers Bank of Mu…$44M
End-of-year total assets ($M) among Xactly Corporation 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)$38M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN113744289
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xactly Corporation)

Sponsor-wide plan assets over time

All Xactly Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.300524611346592% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.7M $46.9M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 498 $38M
2023 1 455 $44M
2024 1 297 $47M

Nearby 401(k) Plans in California

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

Xactly Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Xactly Corporation 401(k) Plan, Total assets ($B): 0.044261403 · Participants: 455Xactly Corporation 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
Xactly Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Xactly Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Humphrey & Associates, Inc. 401(k) Plan in TX ($44M); by covered participants it is D & H Company 401(k) Plan in MS (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Xactly Corporation 401(k) Plan assets move in 2023? ▼
Xactly Corporation 401(k) Plan grew sharply - up 17.3% during 2023, from $38M to $44M. Reported net income was $7M.
How have Xactly Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xactly Corporation's sponsor-wide assets grew 24.3%, from $38M to $47M.
Where does Xactly Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Xactly Corporation 401(k) Plan ranks in the 84th 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 Xactly Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Humphrey & Associates, Inc. 401(k) Plan in TX ($44M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Xactly Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & H Company 401(k) Plan in MS (455 participants, $3M 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 113744289.

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.