401(k) · DOL Form 5500 · 2024
Confluent, Inc 401(k) Plan
Data updated 2026-08-11
- $172M
- Total assets
- 1,613
- Participants
- 94th
- Percentile by assets
- $106,436
- Avg per participant
Official DOL plan name: Confluent, Inc. Retirement Trust · Sponsored by Confluent, Inc · California · Professional & Technical Services
$172M in assets, 1,613 participants
Confluent, Inc's Confluent, Inc. Retirement Trust reported $172M in total assets and 1,613 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #19,103 in Professional & Technical Services (20,173 peers)
Coverage in California
Confluent, Inc. Retirement Trust covers 1,613 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $172M.
- $172M
- total plan assets (2024 EOY)
- 1,613
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $106,436
- avg assets per participant
Where Confluent, Inc. Retirement Trust sits by total assets
Confluent, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$171,680,799 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Confluent, Inc. Retirement Trust end-of-year assets rose from $121M in the plan year 2023 filing to $172M in the plan year 2024 filing.
- Confluent, Inc. Retirement Trust reported net income rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Confluent, Inc. Retirement Trust reported participants fell from 1,708 in the plan year 2023 filing to 1,613 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Confluent, Inc. Retirement Trust reports 1,613 participants - 2.6x that state average ($172M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $51M |
| Employer EIN | 471824387 |
| Plan Effective Date | 2015-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Confluent, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,302 | $74M |
| 2023 | 1 | 1,708 | $121M |
| 2024 | 1 | 1,613 | $172M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Confluent, Inc. Retirement Trust by total assets, not by location.
- Tra-Minw, P.S. 401(k) Profit Sharing Plan and Trust (WA) $172M · 460
- Treasure Holdco, Inc. 401(k) Plan (NC) $172M · 1,942
- Treasure Holdco, Inc. 401(k) Plan (NC) $172M · 1,942
- Azenta, Inc. 401(k) Plan (MA) $172M · 1,286
Frequently Asked Questions
How did Confluent, Inc. Retirement Trust assets move in 2024? ▼
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Next read for Confluent, Inc. Retirement Trust
Filing takeaways
Ways to act on Confluent, Inc. Retirement Trust's numbers.
- By total assets, Confluent, Inc. Retirement Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Confluent, Inc's sponsor-wide assets have grown 132.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans