401(k) · DOL Form 5500 · 2023

Bill Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
2,398
Participants Above avg headcount
92nd
Percentile by assets National rank
$45,030
Avg per participant Low balance/head
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Official DOL plan name: Bill 401(k) Plan · Sponsored by Bill Holdings, Inc. · California · Professional & Technical Services

$108M in assets, 2,398 participants

Bill Holdings, Inc.'s Bill 401(k) Plan reported $108M in total assets and 2,398 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.

  • #18,881 in Professional & Technical Services (20,321 peers)

Coverage in California

Bill 401(k) Plan covers 2,398 participants in California, 3.8x the typical California plan (state average ~630 per filing). Assets: $108M.

#18,881
in Professional & Technical Services (20,321 peers)
+70.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

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

$107,981,002 Top 8% higher than 92% 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

Bill 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bill 401(k) Plan lands in the large band (2,398 participants).

Plan-year Form 5500 strip

Filing strip 832661725 · Bill Holdings, Inc. PY 2023 · 401(k)

Bill 401(k) Plan · $108M · 2,398 · 92nd

  • VS-ST $108M
  • BOY 2,398
  • SCH 92nd
  • EBSA 401(k)
  • PART near Warehouse Services, Inc. Profit Sharing Plan
  • TYPE ind #18881

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 California →

Bill 401(k) Plan in the asset neighbourhood

Zeeco, Inc. 401(k) Plan$108MBeasley Mezzanine Holdings, LLC 401(k) PlanBeasley Mezzanine Holdings, …$108MGemini Group Employees' 401(k) Savings PlanGemini Group Employees' 401(…$108MBill 401(k) Plan$108MWarehouse Services, Inc. Profit Sharing PlanWarehouse Services, Inc. Pro…$108M
End-of-year total assets ($M) among Bill 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$108M
Net Income$45M
Employer EIN832661725
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bill Holdings, Inc.)

Sponsor-wide plan assets over time

All Bill Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143M 32.83205132695472% vs 2023
2024 filing year
$100M$120M$140M$160M 20232024 $108M $143M ▲ +32.8%
Year Plans Participants Total Assets
2023 1 2,398 $108M
2024 1 2,321 $143M

Nearby 401(k) Plans in California

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

Bill 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bill 401(k) Plan, Total assets ($B): 0.107981002 · Participants: 2398Bill 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
Bill 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bill 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Warehouse Services, Inc. Profit Sharing Plan in IN ($108M); by covered participants it is Ati Retirement Plan in TX (2,398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,398 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 Bill 401(k) Plan assets move in 2023? ▼
Bill 401(k) Plan surged - up 70.5% during 2023, from $63M to $108M. Reported net income was $45M.
How have Bill Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bill Holdings, Inc.'s sponsor-wide assets grew 32.8%, from $108M to $143M.
Where does Bill 401(k) Plan rank by assets among Form 5500 filers? ▼
Bill 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 Bill 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warehouse Services, Inc. Profit Sharing Plan in IN ($108M, 2,659 participants).
Which 401(k) plans cover a similar participant headcount to Bill 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ati Retirement Plan in TX (2,398 participants, $348M 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 832661725.

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.