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
PlainRetire home → About this data

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

This plan $0 $2,010,000,000 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 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.

See the national 2023→2024 release diff →

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 EIN471824387
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluent, Inc)

$50M$100M$150M$200M 202220232024 $73.7M $172M ▲ +132.9%
Total plan assets by year, all Confluent, Inc plans on file
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.

Confluent, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Confluent, Inc. Reti…, Total assets ($B): 0.171680799 · Participants: 1613Confluent, Inc. Reti…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Confluent, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Confluent, Inc. Retirement Trust by total assets, not by location.

Frequently Asked Questions

How did Confluent, Inc. Retirement Trust assets move in 2024?
Confluent, Inc. Retirement Trust surged - up 42.2% during 2024, from $121M to $172M. Reported net income was $51M.
How have Confluent, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Confluent, Inc's sponsor-wide assets grew 132.9%, from $74M to $172M.
Where does Confluent, Inc. Retirement Trust rank by assets among Form 5500 filers?
Confluent, Inc. Retirement Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Confluent, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Tra-Minw, P.S. 401(k) Profit Sharing Plan and Trust in WA ($172M, 460 participants).

Filing takeaways

Ways to act on Confluent, Inc. Retirement Trust's numbers.