401(k) · DOL Form 5500 · 2023
Credit Karma, LLC 401(k) Plan
Data updated 2026-08-25
- $272M
- Total assets Near avg plan size
- 1,414
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $192,685
- Avg per participant Above avg balance/head
Official DOL plan name: Credit Karma, LLC Retirement Trust · Sponsored by Credit Karma, LLC · California · Information & Media
$272M in assets, 1,414 participants
Credit Karma, LLC's Credit Karma, LLC Retirement Trust reported $272M in total assets and 1,414 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #2,633 in Information & Media (2,818 peers)
Coverage in California
Credit Karma, LLC Retirement Trust covers 1,414 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $272M.
- #2,633
- in Information & Media (2,818 peers)
- +44.6%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Credit Karma, LLC Retirement Trust's outsized position by total assets
Credit Karma, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$272,456,961 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Credit Karma, LLC Retirement Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Karma, LLC Retirement Trust lands in the large band (1,414 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Credit Karma, LLC Retirement Trust reported net income rose from $9M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Credit Karma, LLC Retirement Trust end-of-year assets rose from $188M in the plan year 2022 filing to $272M in the plan year 2023 filing.
- Credit Karma, LLC Retirement Trust reported participants rose from 1,193 in the plan year 2022 filing to 1,414 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 260451139 · Credit Karma, LLC PY 2023 · 401(k)
Credit Karma, LLC Retirement Trust · $272M · 1,414 · 96th
- BOOK $272M
- BOOK 1,414
- BOOK 96th
- BOOK 401(k)
- BOOK near Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan
- BOOK ind #2633
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 →
Credit Karma, LLC Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $272M |
| Net Income | $84M |
| Employer EIN | 260451139 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Credit Karma, LLC)
Sponsor-wide plan assets over time
All Credit Karma, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 90.74399618329197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,193 | $188M |
| 2023 | 1 | 1,414 | $272M |
| 2024 | 1 | 1,597 | $359M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Credit Karma, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan in NY ($273M); by covered participants it is Precision Strip Retirement and Savings Plan in AZ (1,414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($272M here).
- Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan (NY) $273M · 1,278
- Radia, Inc., P.S. 401(k) Plan (WA) $272M · 570
- Volvo Cars Employees' Savings Trust Plan (NJ) $272M · 2,331
- Fanatics 401(k) Retirement Plan (NY) $273M · 10,494
Similar participant headcount
Nearest other-state filings by covered participants (1,414 participants); asset peers above are excluded.
- Precision Strip Retirement and Savings Plan (AZ) 1,414 · 0 off
- The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) 1,414 · 0 off
- Orr, Inc. 401(k) Profit Sharing Plan (TX) 1,414 · 0 off
- Shelbyville Laundry Inc. 401(k) Profit Sharing Plan & Trust (KY) 1,414 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.