401(k) · DOL Form 5500 · 2023

Knowbe4, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,375
Participants Near avg headcount
84th
Percentile by assets National rank
$31,106
Avg per participant Low balance/head
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Official DOL plan name: Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Knowbe4, Inc. · Florida · Information & Media

$43M in assets, 1,375 participants

Knowbe4, Inc.'s Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust reported $43M in total assets and 1,375 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,185 in Information & Media (2,818 peers)

Coverage in Florida

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust covers 1,375 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $43M.

#2,185
in Information & Media (2,818 peers)
+54.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$42,770,593 Top 16% higher than 84% 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

Knowbe4, Inc. 401(k) Profit Sharing Plan & 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. Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust lands in the large band (1,375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $4M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $28M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 1,115 in the plan year 2022 filing to 1,375 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364827930 · Knowbe4, Inc. PY 2023 · 401(k)

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust · $43M · 1,375 · 84th

  • SCH $43M
  • SCH 1,375
  • SCH 84th
  • SCH 401(k)
  • SCH near Towne Retirement 401(k) Plan
  • SCH ind #2185

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 Florida →

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Pzena Investment Management, LLC 401(k) PlanPzena Investment Management,…$43MHarding, Shymanski & Company 401(k) PlanHarding, Shymanski & Company…$43MKnowbe4, Inc. 401(k) Profit Sharing Plan & TrustKnowbe4, Inc. 401(k) Profit …$43MTowne Retirement 401(k) Plan$43MIntevac, Inc. 401(k) Profit Sharing Plan and TrustIntevac, Inc. 401(k) Profit …$43M
End-of-year total assets ($M) among Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$43M
Net Income$15M
Employer EIN364827930
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knowbe4, Inc.)

Sponsor-wide plan assets over time

All Knowbe4, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 106.36212479752555% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $27.7M $57.2M ▲ +106.4%
Year Plans Participants Total Assets
2022 1 1,115 $28M
2023 1 1,375 $43M
2024 1 1,291 $57M

Nearby 401(k) Plans in Florida

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

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.042770593 · Participants: 1375Knowbe4, Inc. 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Towne Retirement 401(k) Plan in OH ($43M); by covered participants it is Bclp LLP US Retirement Plan in MO (1,375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,375 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 Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust surged - up 54.3% during 2023, from $28M to $43M. Reported net income was $15M.
How have Knowbe4, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knowbe4, Inc.'s sponsor-wide assets grew 106.4%, from $28M to $57M.
Where does Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Towne Retirement 401(k) Plan in OH ($43M, 641 participants).
Which 401(k) plans cover a similar participant headcount to Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bclp LLP US Retirement Plan in MO (1,375 participants, $1.2B 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 364827930.

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.