401(k) · DOL Form 5500 · 2023

Servicetitan, Inc. 401(k) Plan

Data updated 2026-08-11

$118M
Total assets
2,199
Participants
92nd
Percentile by assets
$53,648
Avg per participant
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Official DOL plan name: Servicetitan 401(k) Plan · Sponsored by Servicetitan, Inc. · California · Professional & Technical Services

$118M in assets, 2,199 participants

Servicetitan, Inc.'s Servicetitan 401(k) Plan reported $118M in total assets and 2,199 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #18,996 in Professional & Technical Services (20,321 peers)

Coverage in California

Servicetitan 401(k) Plan covers 2,199 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $118M.

$118M
total plan assets (2023 EOY)
2,199
covered participants
92nd
percentile by assets (of 127,072 plans)
$53,648
avg assets per participant

Where Servicetitan 401(k) Plan sits by total assets

Servicetitan 401(k) Plan vs every filed plan by assets

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

$117,972,750 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Servicetitan 401(k) Plan reported net income rose from $21M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Servicetitan 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Servicetitan 401(k) Plan reported participants rose from 1,728 in the plan year 2022 filing to 2,199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Servicetitan 401(k) Plan reports 2,199 participants - 3.5x that state average ($118M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$118M
Net Income$50M
Employer EIN260331862
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servicetitan, Inc.)

$50M$100M$150M$200M 202220232024 $67.5M $169M ▲ +150.0%
Total plan assets by year, all Servicetitan, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,728 $67M
2023 1 2,199 $118M
2024 1 2,135 $169M

Nearby 401(k) Plans in California

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

Servicetitan 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Servicetitan 401(k) …, Total assets ($B): 0.11797275 · Participants: 2199Servicetitan 401(k) …Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Servicetitan 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Servicetitan 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Servicetitan 401(k) Plan assets move in 2023?
Servicetitan 401(k) Plan surged - up 74.8% during 2023, from $67M to $118M. Reported net income was $50M.
How have Servicetitan, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Servicetitan, Inc.'s sponsor-wide assets grew 150.0%, from $67M to $169M.
Where does Servicetitan 401(k) Plan rank by assets among Form 5500 filers?
Servicetitan 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Servicetitan 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Xenium 401(k) Retirement Savings Plan in OR ($118M, 2,270 participants).

Filing takeaways

Ways to act on Servicetitan 401(k) Plan's numbers.