401(k) · DOL Form 5500 · 2024
INSTABASE 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $88,256
- Avg per participant Below avg balance/head
Official DOL plan name: Instabase 401(k) Plan · Sponsored by INSTABASE · California · Professional & Technical Services
$12M in assets, 136 participants
INSTABASE's Instabase 401(k) Plan reported $12M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,749 in Professional & Technical Services (20,173 peers)
Coverage in California
Instabase 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $12M.
- #11,749
- in Professional & Technical Services (20,173 peers)
- +29.2%
- assets growth YoY
Instabase 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Instabase 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,002,873 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Instabase 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Instabase 401(k) Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Instabase 401(k) Plan reported participants fell from 206 in the plan year 2023 filing to 136 in the plan year 2024 filing.
- Instabase 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 473401215 · INSTABASE PY 2024 · 401(k)
Instabase 401(k) Plan · $12M · 136 · 60th
- ASSETS $12M
- PCT 136
- EIN 60th
- RANK 401(k)
- PHOTO near Aai Associates, Inc. 401(k) Plan
- IND ind #11749
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 →
Instabase 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 473401215 |
| Plan Effective Date | 2018-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (INSTABASE)
Sponsor-wide plan assets over time
All INSTABASE plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 81.77622221306828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $7M |
| 2023 | 1 | 206 | $9M |
| 2024 | 1 | 136 | $12M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Instabase 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Aai Associates, Inc. 401(k) Plan in NY ($12M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Aai Associates, Inc. 401(k) Plan (NY) $12M · 107
- Aod/Infotronics 401(k) Plan (MI) $12M · 93
- Brennan Industries, Inc. 401(k) Retirement Plan (OH) $12M · 221
- Bill Burko Rv Retirement Plan (NV) $12M · 22
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.