401(k) · DOL Form 5500 · 2023

Sitecore USA, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
496
Participants Below avg headcount
86th
Percentile by assets National rank
$109,509
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sitecore USA, Inc. 401(k) Plan & Trust · Sponsored by Sitecore USA, Inc. · California · Retail Trade

$54M in assets, 496 participants

Sitecore USA, Inc.'s Sitecore USA, Inc. 401(k) Plan & Trust reported $54M in total assets and 496 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,772 in Retail Trade (8,414 peers)

Where Sitecore USA, Inc. 401(k) Plan & Trust sits by assets

Sitecore USA, Inc. 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $54M for 496 participants (~$109,509/participant), up 25.7% in 2023.

#7,772
in Retail Trade (8,414 peers)
+25.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sitecore USA, Inc. 401(k) Plan & Trust's outsized position by total assets

Sitecore USA, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$54,316,535 Top 14% higher than 86% 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

Sitecore USA, Inc. 401(k) Plan & Trust 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. Sitecore USA, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (496 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sitecore USA, Inc. 401(k) Plan & Trust reported net income rose from -$112K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sitecore USA, Inc. 401(k) Plan & Trust end-of-year assets rose from $43M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Sitecore USA, Inc. 401(k) Plan & Trust reported participants fell from 547 in the plan year 2022 filing to 496 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 300262390 · Sitecore USA, Inc. PY 2023 · 401(k)

Sitecore USA, Inc. 401(k) Plan & Trust · $54M · 496 · 86th

  • EOY $54M
  • 5500 496
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Veterinary Emergency Group 401(k) Plan
  • RANK ind #7772

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 Retail Trade retirement plans → · Plans in California →

Sitecore USA, Inc. 401(k) Plan & Trust in the asset neighbourhood

Sitecore USA, Inc. 401(k) Plan & TrustSitecore USA, Inc. 401(k) Pl…$54MVeterinary Emergency Group 401(k) PlanVeterinary Emergency Group 4…$54MTops Markets, LLC 401(k) Savings Plan for Union AssociatesTops Markets, LLC 401(k) Sav…$54MLandmark School 401(k) Plan$54MCaddell Construction Retirement PlanCaddell Construction Retirem…$54M
End-of-year total assets ($M) among Sitecore USA, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$54M
Net Income$11M
Employer EIN300262390
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sitecore USA, Inc.)

Sponsor-wide plan assets over time

All Sitecore USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 41.34803570123089% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.2M $61.1M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 547 $43M
2023 1 496 $54M
2024 1 448 $61M

Nearby 401(k) Plans in California

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

Sitecore USA, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sitecore USA, Inc. 401(k) Plan & Trust, Total assets ($B): 0.054316535 · Participants: 496Sitecore USA, Inc. 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sitecore USA, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Sitecore USA, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Veterinary Emergency Group 401(k) Plan in NY ($54M); by covered participants it is Bar Harbor Bankshares 401(k) Plan in ME (496 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Sitecore USA, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Sitecore USA, Inc. 401(k) Plan & Trust grew sharply - up 25.7% during 2023, from $43M to $54M. Reported net income was $11M.
How have Sitecore USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sitecore USA, Inc.'s sponsor-wide assets grew 41.3%, from $43M to $61M.
Where does Sitecore USA, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Sitecore USA, Inc. 401(k) Plan & Trust ranks in the 86th 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 Sitecore USA, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Veterinary Emergency Group 401(k) Plan in NY ($54M, 2,681 participants).
Which 401(k) plans cover a similar participant headcount to Sitecore USA, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bar Harbor Bankshares 401(k) Plan in ME (496 participants, $55M 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 300262390.

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.