401(k) · DOL Form 5500 · 2024

Bill Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
2,321
Participants Above avg headcount
93rd
Percentile by assets National rank
$61,798
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bill 401(k) Plan · Sponsored by Bill Holdings, Inc. · California · Professional & Technical Services

$143M in assets, 2,321 participants

Bill Holdings, Inc.'s Bill 401(k) Plan reported $143M in total assets and 2,321 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,937 in Professional & Technical Services (20,173 peers)

Coverage in California

Bill 401(k) Plan covers 2,321 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: $143M.

#18,937
in Professional & Technical Services (20,173 peers)
+32.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

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

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

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

$143,433,380 Top 7% higher than 93% 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

Bill 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. Bill 401(k) Plan lands in the large band (2,321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bill 401(k) Plan end-of-year assets rose from $108M in the plan year 2023 filing to $143M in the plan year 2024 filing.
  • Bill 401(k) Plan reported net income fell from $45M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Bill 401(k) Plan reported participants fell from 2,398 in the plan year 2023 filing to 2,321 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832661725 · Bill Holdings, Inc. PY 2024 · 401(k)

Bill 401(k) Plan · $143M · 2,321 · 93rd

  • BOY $143M
  • BOY 2,321
  • BOY 93rd
  • BOY 401(k)
  • BOY near Cc Industries and Affiliates Retirement Savings Plan for Salaried Employees
  • BOY ind #18937

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 →

Bill 401(k) Plan in the asset neighbourhood

Symplr 401(k) Plan and Trust$144MSixth Street Retirement Plan$143MCogentrix Retirement Savings PlanCogentrix Retirement Savings…$143MBill 401(k) Plan$143MCc Industries and Affiliates Retirement Savings Plan for Salaried EmployeesCc Industries and Affiliates…$143M
End-of-year total assets ($M) among Bill 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$143M
Net Income$35M
Employer EIN832661725
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bill Holdings, Inc.)

Sponsor-wide plan assets over time

All Bill Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143M 32.83205132695472% vs 2023
2024 filing year
$100M$120M$140M$160M 20232024 $108M $143M ▲ +32.8%
Year Plans Participants Total Assets
2023 1 2,398 $108M
2024 1 2,321 $143M

Nearby 401(k) Plans in California

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

Bill 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bill 401(k) Plan, Total assets ($B): 0.14343338 · Participants: 2321Bill 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
Bill 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Cc Industries and Affiliates Retirement Savings Plan for Salaried Employees in IL ($143M); by covered participants it is Baylor Affiliated Services Retirement Savings Plan in TX (2,322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,321 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 Bill 401(k) Plan assets move in 2024? ▼
Bill 401(k) Plan surged - up 32.8% during 2024, from $108M to $143M. Reported net income was $35M.
How have Bill Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bill Holdings, Inc.'s sponsor-wide assets grew 32.8%, from $108M to $143M.
Where does Bill 401(k) Plan rank by assets among Form 5500 filers? ▼
Bill 401(k) Plan ranks in the 93rd 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 Bill 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cc Industries and Affiliates Retirement Savings Plan for Salaried Employees in IL ($143M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Bill 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baylor Affiliated Services Retirement Savings Plan in TX (2,322 participants, $236M in assets).