401(k) · DOL Form 5500 · 2023

Pendo.Io, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
688
Participants Below avg headcount
83rd
Percentile by assets National rank
$55,921
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pendo.Io, Inc. Retirement Plan · Sponsored by Pendo.Io, Inc. · North Carolina · Professional & Technical Services

$38M in assets, 688 participants

Pendo.Io, Inc.'s Pendo.Io, Inc. Retirement Plan reported $38M in total assets and 688 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,926 in Professional & Technical Services (20,321 peers)

Where Pendo.Io, Inc. Retirement Plan sits by assets

Pendo.Io, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 688 participants (~$55,921/participant), up 51.6% in 2023.

#16,926
in Professional & Technical Services (20,321 peers)
+51.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pendo.Io, Inc. Retirement Plan's outsized position by total assets

Pendo.Io, Inc. Retirement Plan vs every filed plan by assets

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

$38,473,791 Top 17% higher than 83% 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

Pendo.Io, Inc. Retirement 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. Pendo.Io, Inc. Retirement Plan sits mid-pack in the medium band (688 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pendo.Io, Inc. Retirement Plan reported net income rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Pendo.Io, Inc. Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Pendo.Io, Inc. Retirement Plan reported participants rose from 671 in the plan year 2022 filing to 688 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463519724 · Pendo.Io, Inc. PY 2023 · 401(k)

Pendo.Io, Inc. Retirement Plan · $38M · 688 · 83rd

  • TYPE $38M
  • TYPE 688
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Hydro Aluminum Metals USA Savings Plan
  • TYPE ind #16926

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 North Carolina →

Pendo.Io, Inc. Retirement Plan in the asset neighbourhood

Altair 401(k) Plan$38MHydro Aluminum Metals USA Savings PlanHydro Aluminum Metals USA Sa…$38MPendo.Io, Inc. Retirement PlanPendo.Io, Inc. Retirement Pl…$38MTeknion LLC 401(k) Profit Sharing PlanTeknion LLC 401(k) Profit Sh…$38MDiagnostic Clinic Medical Group Retirement & Savings PlanDiagnostic Clinic Medical Gr…$38M
End-of-year total assets ($M) among Pendo.Io, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$38M
Net Income$13M
Employer EIN463519724
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pendo.Io, Inc.)

Sponsor-wide plan assets over time

All Pendo.Io, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 110.56164058240647% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.4M $53.4M ▲ +110.6%
Year Plans Participants Total Assets
2022 1 671 $25M
2023 1 688 $38M
2024 1 554 $53M

Nearby 401(k) Plans in North Carolina

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

Pendo.Io, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pendo.Io, Inc. Retirement Plan, Total assets ($B): 0.038473791 · Participants: 688Pendo.Io, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Pendo.Io, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pendo.Io, Inc. Retirement Plan side-by-side with 3 peers →

Pendo.Io, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hydro Aluminum Metals USA Savings Plan in MD ($38M); by covered participants it is First Foundation Inc. Retirement Plan in CA (688 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (688 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 Pendo.Io, Inc. Retirement Plan assets move in 2023? ▼
Pendo.Io, Inc. Retirement Plan surged - up 51.6% during 2023, from $25M to $38M. Reported net income was $13M.
How have Pendo.Io, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pendo.Io, Inc.'s sponsor-wide assets grew 110.6%, from $25M to $53M.
Where does Pendo.Io, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Pendo.Io, Inc. Retirement Plan ranks in the 83rd 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 Pendo.Io, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hydro Aluminum Metals USA Savings Plan in MD ($38M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Pendo.Io, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Foundation Inc. Retirement Plan in CA (688 participants, $77M 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 463519724.

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.