401(k)
2023 plan-year 401(k) DOL Form 5500

23ANDME, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

23ANDME, INC.

This 401(k) plan holds $103M in total assets and serves 774 participants as of 2023. It is sponsored by 23ANDME, INC. in California. The plan reported positive net income of $28M for the year.

Total Assets (2023)
$103M
Participants
774
State
Industry
Information & Media

What the Filing Says About 23ANDME, INC. 401(K) PLAN

23ANDME, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by 23ANDME, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $103M in total end-of-year assets and covers 774 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 204857371, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2023 to $103M at year-end — a gain of 37.7%. Net assets (after liabilities) closed the year at $103M, with reported net income of $28M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$103M
Net Assets (End of Year)$103M
Net Income$28M
Plan Type401(k)
Employer EIN204857371
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (23ANDME, INC.)

Year Plans Participants Total Assets
2022 1 755 $75M
2023 1 774 $103M
2024 1 615 $124M

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Frequently Asked Questions

How much money is in the 23ANDME, INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, 23ANDME, INC. 401(K) PLAN holds $103M in total assets with 774 participants. It is sponsored by 23ANDME, INC..
What type of plan is 23ANDME, INC. 401(K) PLAN?
23ANDME, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 204857371.
Who sponsors the 23ANDME, INC. 401(K) PLAN?
23ANDME, INC. 401(K) PLAN is sponsored by 23ANDME, INC., located in California. The sponsor's EIN is 204857371 and the plan operates in the Information & Media industry.
How did 23ANDME, INC. 401(K) PLAN perform in 2023?
23ANDME, INC. 401(K) PLAN grew by 37.7% during 2023, moving from $75M to $103M in total assets. Net income was $28M.
Where can I find official filings for 23ANDME, INC. 401(K) PLAN?
Official Form 5500 filings for 23ANDME, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204857371 or plan name at efast.dol.gov.
How does 23ANDME, INC. 401(K) PLAN compare to other plans?
You can compare 23ANDME, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 204857371.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.