401(k) · DOL Form 5500 · 2023

Immunitybio, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
684
Participants Below avg headcount
86th
Percentile by assets National rank
$79,664
Avg per participant Below avg balance/head
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Official DOL plan name: Immunitybio 401(k) Plan · Sponsored by Immunitybio, Inc. · California · Professional & Technical Services

$54M in assets, 684 participants

Immunitybio, Inc.'s Immunitybio 401(k) Plan reported $54M in total assets and 684 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,774 in Professional & Technical Services (20,321 peers)

Where Immunitybio 401(k) Plan sits by assets

Immunitybio 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 684 participants (~$79,664/participant), up 44.1% in 2023.

#17,774
in Professional & Technical Services (20,321 peers)
+44.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$54,490,279 Top 14% higher than 86% 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

Immunitybio 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. Immunitybio 401(k) Plan sits mid-pack in the medium band (684 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Immunitybio 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Immunitybio 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Immunitybio 401(k) Plan reported participants rose from 641 in the plan year 2022 filing to 684 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431979754 · Immunitybio, Inc. PY 2023 · 401(k)

Immunitybio 401(k) Plan · $54M · 684 · 86th

  • VS-ST $54M
  • BOY 684
  • SCH 86th
  • EBSA 401(k)
  • PART near The Logical Retirement Solution
  • TYPE ind #17774

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 →

Immunitybio 401(k) Plan in the asset neighbourhood

Cbm Retirement Investment and 401(k) PlanCbm Retirement Investment an…$54MImmunitybio 401(k) Plan$54MThe Logical Retirement SolutionThe Logical Retirement Solut…$54MAccess Cig, LLC 401(k) Profit Sharing PlanAccess Cig, LLC 401(k) Profi…$54MOsg USA, Inc. Profit Sharing and 401(k) PlanOsg USA, Inc. Profit Sharing…$54M
End-of-year total assets ($M) among Immunitybio 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)$38M
Net Assets (End of Year)$54M
Net Income$17M
Employer EIN431979754
Plan Effective Date2015-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Immunitybio, Inc.)

Sponsor-wide plan assets over time

All Immunitybio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 87.10526721576527% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $37.8M $70.7M ▲ +87.1%
Year Plans Participants Total Assets
2022 1 641 $38M
2023 1 684 $54M
2024 1 652 $71M

Nearby 401(k) Plans in California

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

Immunitybio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Immunitybio 401(k) Plan, Total assets ($B): 0.054490279 · Participants: 684Immunitybio 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
Immunitybio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Immunitybio 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Logical Retirement Solution in PA ($54M); by covered participants it is Usui 401(k) Plan in OH (684 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Immunitybio 401(k) Plan assets move in 2023? ▼
Immunitybio 401(k) Plan surged - up 44.1% during 2023, from $38M to $54M. Reported net income was $17M.
How have Immunitybio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Immunitybio, Inc.'s sponsor-wide assets grew 87.1%, from $38M to $71M.
Where does Immunitybio 401(k) Plan rank by assets among Form 5500 filers? ▼
Immunitybio 401(k) Plan ranks in the 86th 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 Immunitybio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Logical Retirement Solution in PA ($54M, 1,397 participants).
Which 401(k) plans cover a similar participant headcount to Immunitybio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Usui 401(k) Plan in OH (684 participants, $22M 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 431979754.

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.