401(k) · DOL Form 5500 · 2023

Zuora, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
721
Participants Near avg headcount
90th
Percentile by assets National rank
$112,755
Avg per participant Below avg balance/head
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Official DOL plan name: Zuora, Inc. 401(k) Plan · Sponsored by Zuora, Inc. · California · Information & Media

$81M in assets, 721 participants

Zuora, Inc.'s Zuora, Inc. 401(k) Plan reported $81M in total assets and 721 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,411 in Information & Media (2,818 peers)

Where Zuora, Inc. 401(k) Plan sits by assets

Zuora, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 721 participants (~$112,755/participant), up 24.9% in 2023.

#2,411
in Information & Media (2,818 peers)
+24.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Zuora, Inc. 401(k) Plan's outsized position by total assets

Zuora, Inc. 401(k) Plan vs every filed plan by assets

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

$81,296,500 Top 10% higher than 90% 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

Zuora, 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. Zuora, Inc. 401(k) Plan sits mid-pack in the medium band (721 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zuora, Inc. 401(k) Plan reported net income rose from -$785K in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Zuora, Inc. 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Zuora, Inc. 401(k) Plan reported participants fell from 729 in the plan year 2022 filing to 721 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205530976 · Zuora, Inc. PY 2023 · 401(k)

Zuora, Inc. 401(k) Plan · $81M · 721 · 90th

  • PCT $81M
  • EIN 721
  • RANK 90th
  • PHOTO 401(k)
  • IND near Tweedy, Browne Company LLC Profit Sharing Plan
  • EOY ind #2411

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 →

Zuora, Inc. 401(k) Plan in the asset neighbourhood

Fox Plan/Thrift$81MTweedy, Browne Company LLC Profit Sharing PlanTweedy, Browne Company LLC P…$81MZuora, Inc. 401(k) Plan$81M401(k) Plan of Digitalbridge Group Advisors, LLC401(k) Plan of Digitalbridge…$81MNorthwest Administrators, Inc. Tax Deferred Savings PlanNorthwest Administrators, In…$81M
End-of-year total assets ($M) among Zuora, Inc. 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)$65M
Net Assets (End of Year)$81M
Net Income$16M
Employer EIN205530976
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zuora, Inc.)

Sponsor-wide plan assets over time

All Zuora, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 53.32636289024667% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $65.1M $99.8M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 729 $65M
2023 1 721 $81M
2024 1 705 $100M

Nearby 401(k) Plans in California

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

Zuora, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Zuora, Inc. 401(k) Plan, Total assets ($B): 0.0812965 · Participants: 721Zuora, Inc. 401(k) PlanWells 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
Zuora, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zuora, Inc. 401(k) Plan side-by-side with 3 peers →

Zuora, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tweedy, Browne Company LLC Profit Sharing Plan in CT ($81M); by covered participants it is Ayrshire Electronics 401(k) Savings Plan in WA (721 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (721 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 Zuora, Inc. 401(k) Plan assets move in 2023? ▼
Zuora, Inc. 401(k) Plan grew sharply - up 24.9% during 2023, from $65M to $81M. Reported net income was $16M.
How have Zuora, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zuora, Inc.'s sponsor-wide assets grew 53.3%, from $65M to $100M.
Where does Zuora, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Zuora, Inc. 401(k) Plan ranks in the 90th 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 Zuora, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tweedy, Browne Company LLC Profit Sharing Plan in CT ($81M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Zuora, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ayrshire Electronics 401(k) Savings Plan in WA (721 participants, N/A 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 205530976.

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.