401(k) · DOL Form 5500 · 2023

Semler Scientific, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
129
Participants Small participant base
50th
Percentile by assets National rank
$52,446
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$7M in assets, 129 participants

Semler Scientific, Inc.'s Semler Scientific, Inc. Retirement Trust reported $7M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,893 in Professional & Technical Services (20,321 peers)

Coverage in California

Semler Scientific, Inc. Retirement Trust covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $7M.

#9,893
in Professional & Technical Services (20,321 peers)
+27.4%
assets growth YoY

Semler Scientific, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Semler Scientific, Inc. Retirement Trust vs every filed plan by assets

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

$6,765,551 Top 50% higher than 50% 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

Semler Scientific, Inc. Retirement Trust 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. Semler Scientific, Inc. Retirement Trust sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Semler Scientific, Inc. Retirement Trust reported net income rose from $438K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Semler Scientific, Inc. Retirement Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Semler Scientific, Inc. Retirement Trust reported participants rose from 126 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261367393 · Semler Scientific, Inc. PY 2023 · 401(k)

Semler Scientific, Inc. Retirement Trust · $7M · 129 · 50th

  • EOY $7M
  • EOY 129
  • EOY 50th
  • EOY 401(k)
  • EOY near May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan
  • EOY ind #9893

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 →

Semler Scientific, Inc. Retirement Trust in the asset neighbourhood

Semler Scientific, Inc. Retirement TrustSemler Scientific, Inc. Reti…$7MMay, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing PlanMay, Potenza, Baran & Gilles…$7MMarek & Lanker, LLP 401(k) Profit Sharing PlanMarek & Lanker, LLP 401(k) P…$7MCommunity Catalyst, Inc. Retirement PlanCommunity Catalyst, Inc. Ret…$7MCleveland University - Kansas City Employees Retirement PlanCleveland University - Kansa…$7M
End-of-year total assets ($M) among Semler Scientific, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN261367393
Plan Effective Date2011-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Semler Scientific, Inc.)

Sponsor-wide plan assets over time

All Semler Scientific, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 33.74256850647651% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.31M $7.1M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 126 $5M
2023 1 129 $7M
2024 1 93 $7M

Nearby 401(k) Plans in California

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

Semler Scientific, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Semler Scientific, Inc. Retirement Trust, Total assets ($B): 0.006765551 · Participants: 129Semler Scientific, 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
Semler Scientific, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Semler Scientific, Inc. Retirement Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan in AZ ($7M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Semler Scientific, Inc. Retirement Trust assets move in 2023? ▼
Semler Scientific, Inc. Retirement Trust grew sharply - up 27.4% during 2023, from $5M to $7M. Reported net income was $1M.
How have Semler Scientific, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Semler Scientific, Inc.'s sponsor-wide assets grew 33.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Semler Scientific, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan in AZ ($7M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Semler Scientific, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 261367393.

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.