401(k) · DOL Form 5500 · 2023
Persona Identities, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 184
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $63,262
- Avg per participant Low balance/head
Official DOL plan name: Persona 401(k) Plan · Sponsored by Persona Identities, Inc. · California · Professional & Technical Services
$12M in assets, 184 participants
Persona Identities, Inc.'s Persona 401(k) Plan reported $12M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,360 in Professional & Technical Services (20,321 peers)
Coverage in California
Persona 401(k) Plan covers 184 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $12M.
- #12,360
- in Professional & Technical Services (20,321 peers)
- +101.6%
- assets growth YoY
Persona 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Persona 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,640,156 Top 38% higher than 62% 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
Persona 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. Persona 401(k) Plan sits mid-pack in the medium band (184 participants).
DOL schedule card
Filing strip 384087866 · Persona Identities, Inc. PY 2023 · 401(k)
Persona 401(k) Plan · $12M · 184 · 62nd
- NET $12M
- NET 184
- NET 62nd
- NET 401(k)
- NET near Tidwell Group, LLC 401(k) Plan
- NET ind #12360
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 →
Persona 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $6M |
| Employer EIN | 384087866 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Persona Identities, Inc.)
Sponsor-wide plan assets over time
All Persona Identities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 62.67439199268463% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 184 | $12M |
| 2024 | 1 | 199 | $19M |
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
Persona 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tidwell Group, LLC 401(k) Plan in AL ($12M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.
- Afiniti 401(k) Plan (DC) 184 · 0 off
- Better World Books 401(k) Profit Sharing Plan (IN) 184 · 0 off
- Auto Meter Products 401(k) Plan (IL) 184 · 0 off
- Wiley & Wilson, Inc. Employee Stock Ownership and Savings Plan (VA) 184 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.