401(k) · DOL Form 5500 · 2023

Addepar, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
671
Participants Below avg headcount
87th
Percentile by assets National rank
$88,251
Avg per participant Below avg balance/head
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Official DOL plan name: Addepar 401(k) Plan · Sponsored by Addepar, Inc. · California · Information & Media

$59M in assets, 671 participants

Addepar, Inc.'s Addepar 401(k) Plan reported $59M in total assets and 671 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,313 in Information & Media (2,818 peers)

Where Addepar 401(k) Plan sits by assets

Addepar 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 671 participants (~$88,251/participant), up 45.2% in 2023.

#2,313
in Information & Media (2,818 peers)
+45.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Addepar 401(k) Plan's outsized position by total assets

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

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

$59,216,134 Top 13% higher than 87% 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

Addepar 401(k) 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. Addepar 401(k) Plan sits mid-pack in the medium band (671 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Addepar 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Addepar 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Addepar 401(k) Plan reported participants rose from 560 in the plan year 2022 filing to 671 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452500433 · Addepar, Inc. PY 2023 · 401(k)

Addepar 401(k) Plan · $59M · 671 · 87th

  • ASSETS $59M
  • ASSETS 671
  • ASSETS 87th
  • ASSETS 401(k)
  • ASSETS near First Home Mortgage Corporation 401(k) Plan
  • ASSETS ind #2313

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 California →

Addepar 401(k) Plan in the asset neighbourhood

Porter Hedges Employee Capital Accumulation PlanPorter Hedges Employee Capit…$59MAddepar 401(k) Plan$59MFirst Home Mortgage Corporation 401(k) PlanFirst Home Mortgage Corporat…$59MThe Southern Devall Group 401(k) PlanThe Southern Devall Group 40…$59MParkland USA 401(k) Plan$59M
End-of-year total assets ($M) among Addepar 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$59M
Net Income$18M
Employer EIN452500433
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addepar, Inc.)

Sponsor-wide plan assets over time

All Addepar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 88.18946851623612% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.8M $76.7M ▲ +88.2%
Year Plans Participants Total Assets
2022 1 560 $41M
2023 1 671 $59M
2024 1 667 $77M

Nearby 401(k) Plans in California

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

Addepar 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Addepar 401(k) Plan, Total assets ($B): 0.059216134 · Participants: 671Addepar 401(k) PlanWells 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
Addepar 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Addepar 401(k) Plan side-by-side with 3 peers →

Addepar 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Home Mortgage Corporation 401(k) Plan in MD ($59M); by covered participants it is The Boldt Company's Retirement Plan in WI (671 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (671 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 Addepar 401(k) Plan assets move in 2023? ▼
Addepar 401(k) Plan surged - up 45.2% during 2023, from $41M to $59M. Reported net income was $18M.
How have Addepar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addepar, Inc.'s sponsor-wide assets grew 88.2%, from $41M to $77M.
Where does Addepar 401(k) Plan rank by assets among Form 5500 filers? ▼
Addepar 401(k) Plan ranks in the 87th 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 Addepar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Home Mortgage Corporation 401(k) Plan in MD ($59M, 528 participants).
Which 401(k) plans cover a similar participant headcount to Addepar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Boldt Company's Retirement Plan in WI (671 participants, $134M 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 452500433.

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.