401(k) · DOL Form 5500 · 2023

Illumio, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
455
Participants Below avg headcount
84th
Percentile by assets National rank
$92,923
Avg per participant Below avg balance/head
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Official DOL plan name: Illumio 401(k) Plan · Sponsored by Illumio, Inc. · California · Professional & Technical Services

$42M in assets, 455 participants

Illumio, Inc.'s Illumio 401(k) Plan reported $42M 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.

  • #17,201 in Professional & Technical Services (20,321 peers)

Where Illumio 401(k) Plan sits by assets

Illumio 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 455 participants (~$92,923/participant), up 34.3% in 2023.

#17,201
in Professional & Technical Services (20,321 peers)
+34.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$42,280,117 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

Illumio 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. Illumio 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

  • Illumio 401(k) Plan reported net income rose from $16K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Illumio 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Illumio 401(k) Plan reported participants rose from 380 in the plan year 2022 filing to 455 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461675620 · Illumio, Inc. PY 2023 · 401(k)

Illumio 401(k) Plan · $42M · 455 · 84th

  • EIN $42M
  • RANK 455
  • PHOTO 84th
  • IND 401(k)
  • EOY near Indiana University Credit Union 401(k) Plan
  • 5500 ind #17201

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 →

Illumio 401(k) Plan in the asset neighbourhood

Illumio 401(k) Plan$42MIndiana University Credit Union 401(k) PlanIndiana University Credit Un…$42MGil-Bar Industries Inc 401(k) Profit Sharing Plan & TrustGil-Bar Industries Inc 401(k…$42MIrwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement PlanIrwin, Fritchie, Urquhart, M…$42MSharing Network Management Company Savings and Investment PlanSharing Network Management C…$42M
End-of-year total assets ($M) among Illumio 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)$31M
Net Assets (End of Year)$42M
Net Income$11M
Employer EIN461675620
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Illumio, Inc.)

Sponsor-wide plan assets over time

All Illumio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 76.09621090014765% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.5M $55.4M ▲ +76.1%
Year Plans Participants Total Assets
2022 1 380 $31M
2023 1 455 $42M
2024 1 452 $55M

Nearby 401(k) Plans in California

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

Illumio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Illumio 401(k) Plan, Total assets ($B): 0.042280117 · Participants: 455Illumio 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
Illumio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Illumio 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Indiana University Credit Union 401(k) Plan in IN ($42M); 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 Illumio 401(k) Plan assets move in 2023? ▼
Illumio 401(k) Plan surged - up 34.3% during 2023, from $31M to $42M. Reported net income was $11M.
How have Illumio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illumio, Inc.'s sponsor-wide assets grew 76.1%, from $31M to $55M.
Where does Illumio 401(k) Plan rank by assets among Form 5500 filers? ▼
Illumio 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 Illumio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indiana University Credit Union 401(k) Plan in IN ($42M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Illumio 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 461675620.

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.