401(k)
2023 plan-year 401(k) DOL Form 5500

QAD INC. 401(K) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

QAD INC.

This 401(k) plan holds $162M in total assets and serves 457 participants as of 2023. It is sponsored by QAD INC. in California. The plan reported a net loss of $385K for the year.

Total Assets (2023)
$162M
Participants
457
State
Industry
Professional & Technical Services

What the Filing Says About QAD INC. 401(K) RETIREMENT PLAN

QAD INC. 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by QAD INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $162M in total end-of-year assets and covers 457 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 770105228, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $162M at the beginning of 2023 to $162M at year-end — a decline of 0.2%. Net assets (after liabilities) closed the year at $162M, with reported net income of $-385,321 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$162M
Total Assets (End of Year)$162M
Net Assets (End of Year)$162M
Net Income$-385,321
Plan Type401(k)
Employer EIN770105228
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (QAD INC.)

Year Plans Participants Total Assets
2022 1 608 $162M
2023 1 457 $162M
2024 1 374 $189M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the QAD INC. 401(K) RETIREMENT PLAN?
As of the 2023 Form 5500 filing, QAD INC. 401(K) RETIREMENT PLAN holds $162M in total assets with 457 participants. It is sponsored by QAD INC..
What type of plan is QAD INC. 401(K) RETIREMENT PLAN?
QAD INC. 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 770105228.
Who sponsors the QAD INC. 401(K) RETIREMENT PLAN?
QAD INC. 401(K) RETIREMENT PLAN is sponsored by QAD INC., located in California. The sponsor's EIN is 770105228 and the plan operates in the Professional & Technical Services industry.
How did QAD INC. 401(K) RETIREMENT PLAN perform in 2023?
QAD INC. 401(K) RETIREMENT PLAN declined by 0.2% during 2023, moving from $162M to $162M in total assets. Net income was $-385,321.
Where can I find official filings for QAD INC. 401(K) RETIREMENT PLAN?
Official Form 5500 filings for QAD INC. 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770105228 or plan name at efast.dol.gov.
How does QAD INC. 401(K) RETIREMENT PLAN compare to other plans?
You can compare QAD INC. 401(K) RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 770105228.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.