401(k) · DOL Form 5500 · 2023

Qualtrics LLC 401(k) Plan

Data updated 2026-08-11

$361M
Total assets
3,834
Participants
97th
Percentile by assets
$94,148
Avg per participant
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Official DOL plan name: Qualtrics 401(k) Plan · Sponsored by Qualtrics LLC · Utah · Professional & Technical Services

$361M in assets, 3,834 participants

Qualtrics LLC's Qualtrics 401(k) Plan reported $361M in total assets and 3,834 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #19,834 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Qualtrics 401(k) Plan covers 3,834 participants in Utah, 6.5x the typical Utah plan (state average ~592 per filing). Assets: $361M.

$361M
total plan assets (2023 EOY)
3,834
covered participants
97th
percentile by assets (of 127,072 plans)
$94,148
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Qualtrics 401(k) Plan reported net income rose from $28M in the plan year 2022 filing to $114M in the plan year 2023 filing.
  • Qualtrics 401(k) Plan end-of-year assets rose from $247M in the plan year 2022 filing to $361M in the plan year 2023 filing.
  • Qualtrics 401(k) Plan reported participants rose from 2,735 in the plan year 2022 filing to 3,834 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Qualtrics 401(k) Plan reports 3,834 participants - 6.5x that state average ($361M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$361M
Net Income$114M
Employer EIN454964116
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Qualtrics LLC)

$200M$300M$400M$500M 202220232024 $247M $446M ▲ +80.6%
Total plan assets by year, all Qualtrics LLC plans on file
Year Plans Participants Total Assets
2022 1 2,735 $247M
2023 1 3,834 $361M
2024 1 3,044 $446M

Nearby 401(k) Plans in Utah

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

Qualtrics 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Qualtrics 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Qualtrics 401(k) PlanIntermountain Health…Deseret 401(k) PlanZions Bancorporation…Skywest, Inc. Employ…Autoliv Asp, Inc. Em…
Qualtrics 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Qualtrics 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Qualtrics 401(k) Plan assets move in 2023?
Qualtrics 401(k) Plan surged - up 46.3% during 2023, from $247M to $361M. Reported net income was $114M.
How have Qualtrics LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Qualtrics LLC's sponsor-wide assets grew 80.6%, from $247M to $446M.
Where does Qualtrics 401(k) Plan rank by assets among Form 5500 filers?
Qualtrics 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Qualtrics 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Compucom Systems Retirement Savings Plan in SC ($361M, 3,317 participants).

Filing takeaways

Ways to act on Qualtrics 401(k) Plan's numbers.