401(k) · DOL Form 5500 · 2023

Symphonyai, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
471
Participants Below avg headcount
87th
Percentile by assets National rank
$117,545
Avg per participant Below avg balance/head
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Official DOL plan name: Symphonyai 401(k) Plan · Sponsored by Symphonyai, LLC · California · Professional & Technical Services

$55M in assets, 471 participants

Symphonyai, LLC's Symphonyai 401(k) Plan reported $55M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,819 in Professional & Technical Services (20,321 peers)

Where Symphonyai 401(k) Plan sits by assets

Symphonyai 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 471 participants (~$117,545/participant), up 3440.3% in 2023.

#17,819
in Professional & Technical Services (20,321 peers)
+3440.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

Symphonyai 401(k) Plan vs every filed plan by assets

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

$55,363,611 Top 13% higher than 87% 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

Symphonyai 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. Symphonyai 401(k) Plan sits mid-pack in the medium band (471 participants).

Published 5500 schedule card

Filing strip 813667465 · Symphonyai, LLC PY 2023 · 401(k)

Symphonyai 401(k) Plan · $55M · 471 · 87th

  • 5500 $55M
  • 5500 471
  • 5500 87th
  • 5500 401(k)
  • 5500 near Bounteous, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #17819

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 →

Symphonyai 401(k) Plan in the asset neighbourhood

Symphonyai 401(k) Plan$55MBounteous, Inc. 401(k) Profit Sharing PlanBounteous, Inc. 401(k) Profi…$55MBuckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and TrustBuckingham, Doolittle & Burr…$55MNew England Teamsters Savings and Investment PlanNew England Teamsters Saving…$55MArhaus, LLC 401(k) Plan$55M
End-of-year total assets ($M) among Symphonyai 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)$2M
Net Assets (End of Year)$55M
Net Income$8M
Employer EIN813667465
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symphonyai, LLC)

Sponsor-wide plan assets over time

All Symphonyai, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 30.903853074178993% vs 2023
2024 filing year
$50M$60M$70M$80M 20232024 $55.4M $72.5M ▲ +30.9%
Year Plans Participants Total Assets
2023 1 471 $55M
2024 1 418 $72M

Nearby 401(k) Plans in California

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

Symphonyai 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Symphonyai 401(k) Plan, Total assets ($B): 0.055363611 · Participants: 471Symphonyai 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
Symphonyai 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Symphonyai 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Bounteous, Inc. 401(k) Profit Sharing Plan in IL ($55M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Symphonyai 401(k) Plan assets move in 2023? ▼
Symphonyai 401(k) Plan surged - up 3440.3% during 2023, from $2M to $55M. Reported net income was $8M.
How have Symphonyai, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Symphonyai, LLC's sponsor-wide assets grew 30.9%, from $55M to $72M.
Where does Symphonyai 401(k) Plan rank by assets among Form 5500 filers? ▼
Symphonyai 401(k) Plan ranks in the 87th 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 Symphonyai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bounteous, Inc. 401(k) Profit Sharing Plan in IL ($55M, 624 participants).
Which 401(k) plans cover a similar participant headcount to Symphonyai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 813667465.

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.