401(k) · DOL Form 5500 · 2023

Nerdwallet, Inc. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
730
Participants
91st
Percentile by assets
$134,783
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$98M
total plan assets (2023 EOY)
730
covered participants
91st
percentile by assets (of 127,072 plans)
$134,783
avg assets per participant

Where Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits 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 $2,010,000,000 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

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 →

State
California
Industry
Professional & Technical Services

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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.)

$60M$80M$100M$120M$140M 202220232024 $72.5M $116M ▲ +59.6%
Total plan assets by year, all Nerdwallet, Inc. plans on file
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 ($B) Participants Nerdwallet, Inc. 401…, Total assets ($B): 0.098391567 · Participants: 730Nerdwallet, Inc. 401…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust by total assets, not by location.

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).

Next read for Nerdwallet, Inc. 401(k) Profit Sharing P…

Scale reading

Ways to act on Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's numbers.

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.