401(k) · DOL Form 5500 · 2023

Five9, Inc. 401(k) Plan

Data updated 2026-08-11

$140M
Total assets
1,355
Participants
93rd
Percentile by assets
$103,200
Avg per participant
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Official DOL plan name: Five9, Inc.401(k) Plan · Sponsored by Five9, Inc. · California · Professional & Technical Services

$140M in assets, 1,355 participants

Five9, Inc.'s Five9, Inc.401(k) Plan reported $140M in total assets and 1,355 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,187 in Professional & Technical Services (20,321 peers)

Coverage in California

Five9, Inc.401(k) Plan covers 1,355 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $140M.

$140M
total plan assets (2023 EOY)
1,355
covered participants
93rd
percentile by assets (of 127,072 plans)
$103,200
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Five9, Inc.401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Five9, Inc.401(k) Plan end-of-year assets rose from $98M in the plan year 2022 filing to $140M in the plan year 2023 filing.
  • Five9, Inc.401(k) Plan reported participants rose from 1,223 in the plan year 2022 filing to 1,355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Five9, Inc.401(k) Plan reports 1,355 participants - 2.2x that state average ($140M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$140M
Net Income$38M
Employer EIN943394123
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Five9, Inc.)

$50M$100M$150M$200M 202220232024 $97.7M $180M ▲ +84.0%
Total plan assets by year, all Five9, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,223 $98M
2023 1 1,355 $140M
2024 1 1,513 $180M

Nearby 401(k) Plans in California

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

Five9, Inc.401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Five9, Inc.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 Five9, Inc.401(k) PlanWells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Five9, Inc.401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Five9, Inc.401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Five9, Inc.401(k) Plan assets move in 2023?
Five9, Inc.401(k) Plan surged - up 43.2% during 2023, from $98M to $140M. Reported net income was $38M.
How have Five9, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Five9, Inc.'s sponsor-wide assets grew 84.0%, from $98M to $180M.
Where does Five9, Inc.401(k) Plan rank by assets among Form 5500 filers?
Five9, Inc.401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Five9, Inc.401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Avl North America, Inc. 401(k) Plan in MI ($140M, 583 participants).

Filing takeaways

Ways to act on Five9, Inc.401(k) Plan's numbers.