Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

C3.AI, INC. 401(K) PLAN

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

C3.AI, INC.

This Profit Sharing plan holds $44M in total assets and serves 741 participants as of 2023. It is sponsored by C3.AI, INC. in California. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$44M
Participants
741
State
Industry
Professional & Technical Services

What the Filing Says About C3.AI, INC. 401(K) PLAN

C3.AI, INC. 401(K) PLAN is a Profit Sharing retirement plan sponsored by C3.AI, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 741 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 263999357, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2023 to $44M at year-end — a gain of 53.7%. Net assets (after liabilities) closed the year at $44M, with reported net income of $15M 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)$29M
Total Assets (End of Year)$44M
Net Assets (End of Year)$44M
Net Income$15M
Plan TypeProfit Sharing
Employer EIN263999357
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C3.AI, INC.)

Year Plans Participants Total Assets
2022 1 605 $29M
2023 1 741 $44M
2024 1 753 $60M

Nearby Profit Sharing Plans in California

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Frequently Asked Questions

How much money is in the C3.AI, INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, C3.AI, INC. 401(K) PLAN holds $44M in total assets with 741 participants. It is sponsored by C3.AI, INC..
What type of plan is C3.AI, INC. 401(K) PLAN?
C3.AI, INC. 401(K) PLAN is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 263999357.
Who sponsors the C3.AI, INC. 401(K) PLAN?
C3.AI, INC. 401(K) PLAN is sponsored by C3.AI, INC., located in California. The sponsor's EIN is 263999357 and the plan operates in the Professional & Technical Services industry.
How did C3.AI, INC. 401(K) PLAN perform in 2023?
C3.AI, INC. 401(K) PLAN grew by 53.7% during 2023, moving from $29M to $44M in total assets. Net income was $15M.
Where can I find official filings for C3.AI, INC. 401(K) PLAN?
Official Form 5500 filings for C3.AI, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263999357 or plan name at efast.dol.gov.
How does C3.AI, INC. 401(K) PLAN compare to other plans?
You can compare C3.AI, INC. 401(K) PLAN against other Profit Sharing 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 263999357.

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.