401(k) · DOL Form 5500 · 2023

Onestream Software LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
882
Participants Near avg headcount
89th
Percentile by assets National rank
$87,158
Avg per participant Below avg balance/head
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Official DOL plan name: Onestream Software 401(k) Plan · Sponsored by Onestream Software LLC · Michigan · Information & Media

$77M in assets, 882 participants

Onestream Software LLC's Onestream Software 401(k) Plan reported $77M in total assets and 882 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,388 in Information & Media (2,818 peers)

Where Onestream Software 401(k) Plan sits by assets

Onestream Software 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 882 participants (~$87,158/participant), up 48.9% in 2023.

#2,388
in Information & Media (2,818 peers)
+48.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Onestream Software 401(k) Plan's outsized position by total assets

Onestream Software 401(k) Plan vs every filed plan by assets

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

$76,873,588 Top 11% higher than 89% 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

Onestream Software 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. Onestream Software 401(k) Plan sits mid-pack in the medium band (882 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Onestream Software 401(k) Plan reported net income rose from $8M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Onestream Software 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Onestream Software 401(k) Plan reported participants rose from 688 in the plan year 2022 filing to 882 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461406778 · Onestream Software LLC PY 2023 · 401(k)

Onestream Software 401(k) Plan · $77M · 882 · 89th

  • SCH $77M
  • SCH 882
  • SCH 89th
  • SCH 401(k)
  • SCH near Aga 401(k) Plan
  • SCH ind #2388

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 Michigan →

Onestream Software 401(k) Plan in the asset neighbourhood

Prospect Hill Radiology Group, P.C. Profit Sharing and Retirement PlanProspect Hill Radiology Grou…$77MCurt G. Joa, Inc. Employees Trust FundCurt G. Joa, Inc. Employees …$77MOnestream Software 401(k) PlanOnestream Software 401(k) Pl…$77MAga 401(k) Plan$77MAdvantech Corporation 401(k) PlanAdvantech Corporation 401(k)…$77M
End-of-year total assets ($M) among Onestream Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$77M
Net Income$25M
Employer EIN461406778
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Onestream Software LLC)

Sponsor-wide plan assets over time

All Onestream Software LLC plans reported in each filing year

Latest sponsor-wide plan assets
$106M 106.02764257433739% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $51.6M $106M ▲ +106.0%
Year Plans Participants Total Assets
2022 1 688 $52M
2023 1 882 $77M
2024 1 929 $106M

Nearby 401(k) Plans in Michigan

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

Onestream Software 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Onestream Software 401(k) Plan, Total assets ($B): 0.076873588 · Participants: 882Onestream Software 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Onestream Software 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Onestream Software 401(k) Plan side-by-side with 3 peers →

Onestream Software 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Aga 401(k) Plan in GA ($77M); by covered participants it is Marc Glassman, Inc. 401(k) Plan in OH (882 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (882 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 Onestream Software 401(k) Plan assets move in 2023? ▼
Onestream Software 401(k) Plan surged - up 48.9% during 2023, from $52M to $77M. Reported net income was $25M.
How have Onestream Software LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onestream Software LLC's sponsor-wide assets grew 106.0%, from $52M to $106M.
Where does Onestream Software 401(k) Plan rank by assets among Form 5500 filers? ▼
Onestream Software 401(k) Plan ranks in the 89th 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 Onestream Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aga 401(k) Plan in GA ($77M, 1,284 participants).
Which 401(k) plans cover a similar participant headcount to Onestream Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marc Glassman, Inc. 401(k) Plan in OH (882 participants, $30M 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 461406778.

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.