401(k) · DOL Form 5500 · 2023

Ibotta, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
967
Participants Near avg headcount
86th
Percentile by assets National rank
$52,773
Avg per participant Low balance/head
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Official DOL plan name: Ibotta, Inc. 401(k) Plan · Sponsored by Ibotta, Inc. · Colorado · Professional & Technical Services

$51M in assets, 967 participants

Ibotta, Inc.'s Ibotta, Inc. 401(k) Plan reported $51M in total assets and 967 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.

  • #17,641 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Ibotta, Inc. 401(k) Plan covers 967 participants in Colorado, 2.6x the typical Colorado plan (state average ~376 per filing). Assets: $51M.

#17,641
in Professional & Technical Services (20,321 peers)
+51.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ibotta, Inc. 401(k) Plan's outsized position by total assets

Ibotta, Inc. 401(k) Plan vs every filed plan by assets

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

$51,031,178 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

Ibotta, Inc. 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. Ibotta, Inc. 401(k) Plan sits mid-pack in the medium band (967 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ibotta, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ibotta, Inc. 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Ibotta, Inc. 401(k) Plan reported participants fell from 1,017 in the plan year 2022 filing to 967 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352426358 · Ibotta, Inc. PY 2023 · 401(k)

Ibotta, Inc. 401(k) Plan · $51M · 967 · 86th

  • EOY $51M
  • EOY 967
  • EOY 86th
  • EOY 401(k)
  • EOY near The Restated Thrift/Profit Sharing Plan for Cooperatives
  • EOY ind #17641

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 Colorado →

Ibotta, Inc. 401(k) Plan in the asset neighbourhood

Dlb Associates 401(k) Savings and Investment PlanDlb Associates 401(k) Saving…$51MIbotta, Inc. 401(k) Plan$51MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$51MFbc Mortgage LLC 401(k) Profit Sharing PlanFbc Mortgage LLC 401(k) Prof…$51MHmb Legal Counsel 401(k) Profit Sharing PlanHmb Legal Counsel 401(k) Pro…$51M
End-of-year total assets ($M) among Ibotta, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$51M
Net Income$17M
Employer EIN352426358
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ibotta, Inc.)

Sponsor-wide plan assets over time

All Ibotta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 93.2171732518362% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.6M $64.9M ▲ +93.2%
Year Plans Participants Total Assets
2022 1 1,017 $34M
2023 1 967 $51M
2024 1 891 $65M

Nearby 401(k) Plans in Colorado

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

Ibotta, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Ibotta, Inc. 401(k) Plan, Total assets ($B): 0.051031178 · Participants: 967Ibotta, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Ibotta, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Ibotta, Inc. 401(k) Plan side-by-side with 3 peers →

Ibotta, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($51M); by covered participants it is Wieden & Kennedy, Inc. 401(k) Profit Sharing Plan in OR (967 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (967 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 Ibotta, Inc. 401(k) Plan assets move in 2023? ▼
Ibotta, Inc. 401(k) Plan surged - up 51.9% during 2023, from $34M to $51M. Reported net income was $17M.
How have Ibotta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ibotta, Inc.'s sponsor-wide assets grew 93.2%, from $34M to $65M.
Where does Ibotta, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ibotta, Inc. 401(k) Plan 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 Ibotta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($51M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Ibotta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wieden & Kennedy, Inc. 401(k) Profit Sharing Plan in OR (967 participants, $231M 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 352426358.

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.