401(k) · DOL Form 5500 · 2024

Guideline, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
363
Participants Below avg headcount
80th
Percentile by assets National rank
$96,955
Avg per participant Below avg balance/head
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Official DOL plan name: Guideline 401(k) Plan · Sponsored by Guideline, Inc. · California · Finance & Insurance

$35M in assets, 363 participants

Guideline, Inc.'s Guideline 401(k) Plan reported $35M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,834 in Finance & Insurance (8,549 peers)

Where Guideline 401(k) Plan sits by assets

Guideline 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 363 participants (~$96,955/participant), up 39.3% in 2024.

#5,834
in Finance & Insurance (8,549 peers)
+39.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,194,579 Top 20% higher than 80% of 123,620 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 2024

Guideline 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. Guideline 401(k) Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Guideline 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Guideline 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Guideline 401(k) Plan reported participants fell from 415 in the plan year 2023 filing to 363 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474474775 · Guideline, Inc. PY 2024 · 401(k)

Guideline 401(k) Plan · $35M · 363 · 80th

  • EOY $35M
  • EOY 363
  • EOY 80th
  • EOY 401(k)
  • EOY near United 401(k) Profit Sharing Plan
  • EOY ind #5834

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 Finance & Insurance retirement plans → · Plans in California →

Guideline 401(k) Plan in the asset neighbourhood

United 401(k) Profit Sharing PlanUnited 401(k) Profit Sharing…$35MThe Molpus Company 401(k) Profit Sharing PlanThe Molpus Company 401(k) Pr…$35MGuideline 401(k) Plan$35MSchwartz Farms, Inc. 401(k) Profit Sharing PlanSchwartz Farms, Inc. 401(k) …$35MWinstead Non-Share Atty 401(k) Savings & Profit Sharing PlanWinstead Non-Share Atty 401(…$35M
End-of-year total assets ($M) among Guideline 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$35M
Net Income$10M
Employer EIN474474775
Plan Effective Date2015-11-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Guideline, Inc.)

Sponsor-wide plan assets over time

All Guideline, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.264174617323626% vs 2023
2024 filing year
$20M$25M$30M$35M$40M 20232024 $25.3M $35.2M ▲ +39.3%
Year Plans Participants Total Assets
2023 1 415 $25M
2024 1 363 $35M

Nearby 401(k) Plans in California

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

Guideline 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Guideline 401(k) Plan, Total assets ($B): 0.035194579 · Participants: 363Guideline 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Guideline 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Guideline 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is United 401(k) Profit Sharing Plan in VA ($35M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Guideline 401(k) Plan assets move in 2024? ▼
Guideline 401(k) Plan surged - up 39.3% during 2024, from $25M to $35M. Reported net income was $10M.
How have Guideline, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Guideline, Inc.'s sponsor-wide assets grew 39.3%, from $25M to $35M.
Where does Guideline 401(k) Plan rank by assets among Form 5500 filers? ▼
Guideline 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Guideline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United 401(k) Profit Sharing Plan in VA ($35M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Guideline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (363 participants, $89M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474474775.

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.