401(k) · DOL Form 5500 · 2024

Conviva Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 144
Participants Small participant base: 71st
Percentile by assets National rank: $143,719
Avg per participant Near avg balance/head

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Official DOL plan name: Conviva Retirement Plan · Sponsored by Conviva Inc. · California · Professional & Technical Services

$21M in assets, 144 participants

Conviva Inc.'s Conviva Retirement Plan reported $21M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#14,163 in Professional & Technical Services (20,173 peers)

Coverage in California

Conviva Retirement Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,163
in Professional & Technical Services (20,173 peers): +14.6%
assets growth YoY

Conviva Retirement Plan's outsized position by total assets

Conviva Retirement Plan vs every filed plan by assets

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

$20,695,469 Top 29% higher than 71% 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

Conviva Retirement 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. Conviva Retirement Plan sits mid-pack in the medium band (144 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Conviva Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Conviva Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204396985 · Conviva Inc. PY 2024 · 401(k)

Conviva Retirement Plan · $21M · 144 · 71st

PCT $21M
PCT 144
PCT 71st
PCT 401(k)
PCT near Ici Homes Residential Holdings LLC 401(k) Savings Plan
PCT ind #14163

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 →

End-of-year total assets ($M) among Conviva Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$3M
Employer EIN	204396985
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Conviva Inc.)

Latest sponsor-wide plan assets: $21M 42.130102514722104% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	157	$15M
2023	1	144	$18M
2024	1	144	$21M

Nearby 401(k) Plans in California

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

Conviva Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Conviva Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ici Homes Residential Holdings LLC 401(k) Savings Plan in FL ($21M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Ici Homes Residential Holdings LLC 401(k) Savings Plan (FL) $21M · 225
Cobre Valley Regional Medical Center 401(k) Profit Sharing Plan (AZ) $21M · 387
Zoltek Corporation Savings & Profit Sharing Plan (MO) $21M · 326
Minnesota Air, Inc. Salary Savings Plan (MN) $21M · 93

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

Associated Credit Union of Texas 401(k) Plan and Trust (TX) 144 · 0 off
Boone Drugs, Inc. Savings Plus Plan (NC) 144 · 0 off
Salud Revenue Partners LLC 401(k) Plan (IN) 144 · 0 off
Stl Office Solutions, Inc. 401(k) Plan (IL) 144 · 0 off

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 Conviva Retirement Plan assets move in 2024? ▼

Conviva Retirement Plan grew at a solid clip - up 14.6% during 2024, from $18M to $21M. Reported net income was $3M.

How have Conviva Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Conviva Inc.'s sponsor-wide assets grew 42.1%, from $15M to $21M.

Which 401(k) plans are similar in size to Conviva Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ici Homes Residential Holdings LLC 401(k) Savings Plan in FL ($21M, 225 participants).

Which 401(k) plans cover a similar participant headcount to Conviva Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 204396985.