401(k) · DOL Form 5500 · 2024
Iterable, Inc. 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 589
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $76,296
- Avg per participant Below avg balance/head
Official DOL plan name: Iterable 401(k) Plan · Sponsored by Iterable, Inc. · California · Information & Media
$45M in assets, 589 participants
Iterable, Inc.'s Iterable 401(k) Plan reported $45M in total assets and 589 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,172 in Information & Media (2,822 peers)
Where Iterable 401(k) Plan sits by assets
Iterable 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 589 participants (~$76,296/participant), up 31.0% in 2024.
- #2,172
- in Information & Media (2,822 peers)
- +31.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Iterable 401(k) Plan's outsized position by total assets
Iterable 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,938,224 Top 17% higher than 83% 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
Iterable 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. Iterable 401(k) Plan sits mid-pack in the medium band (589 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iterable 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Iterable 401(k) Plan reported participants fell from 633 in the plan year 2023 filing to 589 in the plan year 2024 filing.
- Iterable 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 462289594 · Iterable, Inc. PY 2024 · 401(k)
Iterable 401(k) Plan · $45M · 589 · 83rd
- EBSA $45M
- PART 589
- TYPE 83rd
- NET 401(k)
- BOOK near Balise Motor Sales Company 401(k) Retirement Plan
- VS-ST ind #2172
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 Information & Media retirement plans → · Plans in California →
Iterable 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $11M |
| Employer EIN | 462289594 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iterable, Inc.)
Sponsor-wide plan assets over time
All Iterable, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 92.8405854243317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 530 | $23M |
| 2023 | 1 | 633 | $34M |
| 2024 | 1 | 589 | $45M |
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
Iterable 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Balise Motor Sales Company 401(k) Retirement Plan in MA ($45M); by covered participants it is Landscape Forms, Inc. Profit Sharing Plan in MI (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Balise Motor Sales Company 401(k) Retirement Plan (MA) $45M · 1,364
- Mtc US Corp. 401(k) Plan (GA) $45M · 533
- Brighton Jones, LLC 401(k) Profit Sharing Plan & Trust (WA) $45M · 238
- Powercon Corporation 401(k) Retirement Plan (MD) $45M · 381
Similar participant headcount
Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.
- Landscape Forms, Inc. Profit Sharing Plan (MI) 589 · 0 off
- Rollings Funeral Service 401(k) Plan (GA) 589 · 0 off
- Jefferson Industries Corp. Retirement Plan (OH) 589 · 0 off
- Associated Supply Co., Inc 401(k) Profit Sharing Pl (TX) 589 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.