401(k) · DOL Form 5500 · 2023
Stash Financial, Inc. Dba Stash Invest 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 419
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $50,146
- Avg per participant Low balance/head
Official DOL plan name: Stash Financial, Inc. 401(k) Plan · Sponsored by Stash Financial, Inc. Dba Stash Invest · New York · Finance & Insurance
$21M in assets, 419 participants
Stash Financial, Inc. Dba Stash Invest's Stash Financial, Inc. 401(k) Plan reported $21M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #5,358 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Stash Financial, Inc. 401(k) Plan holds $21M for 419 participants - about $50,146 per participant, above the median plan by assets.
- #5,358
- in Finance & Insurance (8,869 peers)
- $5M
- reported net income
Stash Financial, Inc. 401(k) Plan's outsized position by total assets
Stash Financial, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,011,304 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stash Financial, 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. Stash Financial, Inc. 401(k) Plan sits mid-pack in the medium band (419 participants).
DOL schedule card
Filing strip 473187441 · Stash Financial, Inc. Dba Stash Invest PY 2023 · 401(k)
Stash Financial, Inc. 401(k) Plan · $21M · 419 · 74th
- EIN $21M
- RANK 419
- PHOTO 74th
- IND 401(k)
- EOY near The Tustin Group 401(k) Retirement
- 5500 ind #5358
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 Finance & Insurance retirement plans → · Plans in New York →
Stash Financial, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 473187441 |
| Plan Effective Date | 2023-01-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stash Financial, Inc. Dba Stash Invest)
Sponsor-wide plan assets over time
All Stash Financial, Inc. Dba Stash Invest plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 4.382893132192081% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 419 | $21M |
| 2024 | 1 | 282 | $22M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Stash Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Tustin Group 401(k) Retirement in PA ($21M); by covered participants it is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (419 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.