401(k) · DOL Form 5500 · 2024
Qualtrics LLC 401(k) Plan
Data updated 2026-08-25
- $446M
- Total assets Above avg plan size
- 3,044
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $146,438
- Avg per participant Above avg balance/head
Official DOL plan name: Qualtrics 401(k) Plan · Sponsored by Qualtrics LLC · Utah · Professional & Technical Services
$446M in assets, 3,044 participants
Qualtrics LLC's Qualtrics 401(k) Plan reported $446M in total assets and 3,044 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #19,721 in Professional & Technical Services (20,173 peers)
Coverage in Utah
Qualtrics 401(k) Plan covers 3,044 participants in Utah, 5.1x the typical Utah plan (state average ~592 per filing). Assets: $446M.
- #19,721
- in Professional & Technical Services (20,173 peers)
- +23.5%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Qualtrics 401(k) Plan's outsized position by total assets
Qualtrics 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$445,757,426 Top 3% higher than 97% 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
Qualtrics 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Qualtrics 401(k) Plan lands in the large band (3,044 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Qualtrics 401(k) Plan reported net income fell from $114M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Qualtrics 401(k) Plan end-of-year assets rose from $361M in the plan year 2023 filing to $446M in the plan year 2024 filing.
- Qualtrics 401(k) Plan reported participants fell from 3,834 in the plan year 2023 filing to 3,044 in the plan year 2024 filing.
DOL schedule card
Filing strip 454964116 · Qualtrics LLC PY 2024 · 401(k)
Qualtrics 401(k) Plan · $446M · 3,044 · 97th
- EIN $446M
- RANK 3,044
- PHOTO 97th
- IND 401(k)
- EOY near Wells Enterprises, Inc. 401(k) Plan
- 5500 ind #19721
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 Utah →
Qualtrics 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $361M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | $85M |
| Employer EIN | 454964116 |
| Plan Effective Date | 2021-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Qualtrics LLC)
Sponsor-wide plan assets over time
All Qualtrics LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 80.61150402006957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,735 | $247M |
| 2023 | 1 | 3,834 | $361M |
| 2024 | 1 | 3,044 | $446M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Qualtrics 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Wells Enterprises, Inc. 401(k) Plan in IA ($446M); by covered participants it is Heartland Veterinary Partners 401(k) Plan in IL (3,046 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($446M here).
- Wells Enterprises, Inc. 401(k) Plan (IA) $446M · 3,780
- Duncan Aviation, Inc. 401(k) Retirement Plan (NE) $446M · 2,914
- Warner Music Group 401(k) Plan (NY) $446M · 2,247
- Vertex, Inc. 401(k) Plan (PA) $445M · 1,362
Similar participant headcount
Nearest other-state filings by covered participants (3,044 participants); asset peers above are excluded.
- Heartland Veterinary Partners 401(k) Plan (IL) 3,046 · 2 off
- Nyx, Inc. & Affiliates 401(k) Plan (MI) 3,042 · 2 off
- Radiate Holdco, LLC Retirement Savings Plan (NJ) 3,042 · 2 off
- Phrg Management LLC 401(k) Savings Plan (PA) 3,046 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.