401(k) · DOL Form 5500 · 2023
Gladly Software, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $72,218
- Avg per participant Below avg balance/head
Official DOL plan name: Gladly Software, Inc. Retirement Trust · Sponsored by Gladly Software, Inc. · California · Information & Media
$11M in assets, 148 participants
Gladly Software, Inc.'s Gladly Software, Inc. Retirement Trust reported $11M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #1,356 in Information & Media (2,818 peers)
Coverage in California
Gladly Software, Inc. Retirement Trust covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $11M.
- #1,356
- in Information & Media (2,818 peers)
- +50.8%
- assets growth YoY
Gladly Software, Inc. Retirement Trust's mid-pack asset rank among Information & Media and all filers
Gladly Software, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,688,239 Top 40% higher than 60% 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
Gladly Software, Inc. Retirement Trust 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. Gladly Software, Inc. Retirement Trust sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gladly Software, Inc. Retirement Trust reported net income rose from $161K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Gladly Software, Inc. Retirement Trust end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Gladly Software, Inc. Retirement Trust reported participants rose from 137 in the plan year 2022 filing to 148 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 471938875 · Gladly Software, Inc. PY 2023 · 401(k)
Gladly Software, Inc. Retirement Trust · $11M · 148 · 60th
- EIN $11M
- RANK 148
- PHOTO 60th
- IND 401(k)
- EOY near Bradford Health Services 401(k) Profit Sharing Pla
- 5500 ind #1356
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 →
Gladly Software, Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $4M |
| Employer EIN | 471938875 |
| Plan Effective Date | 2015-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gladly Software, Inc.)
Sponsor-wide plan assets over time
All Gladly Software, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 101.87625150914685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $7M |
| 2023 | 1 | 148 | $11M |
| 2024 | 1 | 162 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Gladly Software, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bradford Health Services 401(k) Profit Sharing Pla in AL ($11M); by covered participants it is Southlake Specialty Hospital LLC 401(k) Plan in TX (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Bradford Health Services 401(k) Profit Sharing Pla (AL) $11M · 567
- Ikeyless, LLC 401(k) P/S Plan (KY) $11M · 432
- Operation Par 401(k) Savings Plan (FL) $11M · 347
- Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust (NY) $11M · 119
Similar participant headcount
Nearest other-state filings by covered participants (148 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.