401(k) · DOL Form 5500 · 2023

Yardi Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$624M
Total assets Above avg plan size
4,510
Participants Above avg headcount
98th
Percentile by assets National rank
$138,449
Avg per participant Near avg balance/head
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Official DOL plan name: Yardi Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Yardi Systems, Inc. · California · Information & Media

$624M in assets, 4,510 participants

Yardi Systems, Inc.'s Yardi Systems, Inc. 401(k) Profit Sharing Plan reported $624M in total assets and 4,510 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,712 in Information & Media (2,818 peers)

Coverage in California

Yardi Systems, Inc. 401(k) Profit Sharing Plan covers 4,510 participants in California, 7.2x the typical California plan (state average ~630 per filing). Assets: $624M.

#2,712
in Information & Media (2,818 peers)
+34.0%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Yardi Systems, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Yardi Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$624,405,150 Top 2% higher than 98% 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

Yardi Systems, Inc. 401(k) Profit Sharing Plan'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. Yardi Systems, Inc. 401(k) Profit Sharing Plan lands in the large band (4,510 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yardi Systems, Inc. 401(k) Profit Sharing Plan reported net income rose from -$53M in the plan year 2022 filing to $158M in the plan year 2023 filing.
  • Yardi Systems, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $466M in the plan year 2022 filing to $624M in the plan year 2023 filing.
  • Yardi Systems, Inc. 401(k) Profit Sharing Plan reported participants rose from 3,990 in the plan year 2022 filing to 4,510 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770049051 · Yardi Systems, Inc. PY 2023 · 401(k)

Yardi Systems, Inc. 401(k) Profit Sharing Plan · $624M · 4,510 · 98th

  • BOOK $624M
  • BOOK 4,510
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Abm 401(k) Employee Savings Plan
  • BOOK ind #2712

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 →

Yardi Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Yardi Systems, Inc. 401(k) Profit Sharing PlanYardi Systems, Inc. 401(k) P…$624MAbm 401(k) Employee Savings PlanAbm 401(k) Employee Savings …$624MSandvik 401(k) Retirement PlanSandvik 401(k) Retirement Pl…$624MBlue Yonder, Inc. 401(k) Plan$623MRenown Health Retirement Savings PlanRenown Health Retirement Sav…$623M
End-of-year total assets ($M) among Yardi Systems, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$466M
Net Assets (End of Year)$624M
Net Income$158M
Employer EIN770049051
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Yardi Systems, Inc.)

Sponsor-wide plan assets over time

All Yardi Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$780M 67.44946850761497% vs 2022
2024 filing year
$400M$500M$600M$700M$800M$900M 202220232024 $466M $780M ▲ +67.5%
Year Plans Participants Total Assets
2022 1 3,990 $466M
2023 1 4,510 $624M
2024 1 4,824 $780M

Nearby 401(k) Plans in California

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

Yardi Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Yardi Systems, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.62440515 · Participants: 4510Yardi Systems, Inc. 401(k) Profit Sharing 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
Yardi Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Yardi Systems, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Yardi Systems, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Abm 401(k) Employee Savings Plan in NY ($624M); by covered participants it is Movement Mortgage 401(k) Plan in SC (4,510 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($624M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,510 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 Yardi Systems, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Yardi Systems, Inc. 401(k) Profit Sharing Plan surged - up 34.0% during 2023, from $466M to $624M. Reported net income was $158M.
How have Yardi Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yardi Systems, Inc.'s sponsor-wide assets grew 67.4%, from $466M to $780M.
Where does Yardi Systems, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yardi Systems, Inc. 401(k) Profit Sharing Plan ranks in the 98th 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 Yardi Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abm 401(k) Employee Savings Plan in NY ($624M, 61,715 participants).
Which 401(k) plans cover a similar participant headcount to Yardi Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Movement Mortgage 401(k) Plan in SC (4,510 participants, $292M 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 770049051.

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.