401(k) · DOL Form 5500 · 2023

Nerdwallet, Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
730
Participants Near avg headcount
91st
Percentile by assets National rank
$134,783
Avg per participant Near avg balance/head
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Official DOL plan name: Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Nerdwallet, Inc. · California · Professional & Technical Services

$98M in assets, 730 participants

Nerdwallet, Inc.'s Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported $98M in total assets and 730 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,768 in Professional & Technical Services (20,321 peers)

Where Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $98M for 730 participants (~$134,783/participant), up 35.7% in 2023.

#18,768
in Professional & Technical Services (20,321 peers)
+35.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$98,391,567 Top 9% higher than 91% 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

Nerdwallet, Inc. 401(k) Profit Sharing Plan and 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. Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (730 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $73M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 633 in the plan year 2022 filing to 730 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454180440 · Nerdwallet, Inc. PY 2023 · 401(k)

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust · $98M · 730 · 91st

  • NET $98M
  • BOOK 730
  • VS-ST 91st
  • BOY 401(k)
  • SCH near Fishbeck Retirement Plan
  • EBSA ind #18768

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 →

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Cirque Du Soleil 401(k) Retirement PlanCirque Du Soleil 401(k) Reti…$98MViking Global Investors LP 401(k) PlanViking Global Investors LP 4…$98MNerdwallet, Inc. 401(k) Profit Sharing Plan and TrustNerdwallet, Inc. 401(k) Prof…$98MFishbeck Retirement Plan$98MRetirement Savings Plus$98M
End-of-year total assets ($M) among Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$98M
Net Income$26M
Employer EIN454180440
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nerdwallet, Inc.)

Sponsor-wide plan assets over time

All Nerdwallet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116M 59.597510557993715% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.5M $116M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 633 $73M
2023 1 730 $98M
2024 1 710 $116M

Nearby 401(k) Plans in California

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

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.098391567 · Participants: 730Nerdwallet, Inc. 401(k) Profit Sharing Plan and TrustWells 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
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fishbeck Retirement Plan in MI ($98M); by covered participants it is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (730 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (730 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 Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust surged - up 35.7% during 2023, from $73M to $98M. Reported net income was $26M.
How have Nerdwallet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nerdwallet, Inc.'s sponsor-wide assets grew 59.6%, from $73M to $116M.
Where does Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 91st 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 Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fishbeck Retirement Plan in MI ($98M, 542 participants).
Which 401(k) plans cover a similar participant headcount to Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (730 participants, $84M 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 454180440.

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.