401(k) · DOL Form 5500 · 2024
Bill Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $143M
- Total assets
- 2,321
- Participants
- 93rd
- Percentile by assets
- $61,798
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $143M
- total plan assets (2024 EOY)
- 2,321
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $61,798
- avg assets per participant
Where Bill 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bill 401(k) Plan reports 2,321 participants - 3.7x that state average ($143M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $35M |
| Employer EIN | 832661725 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bill Holdings, Inc.)
| 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.
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bill 401(k) Plan by total assets, not by location.
- Cc Industries and Affiliates Retirement Savings Plan for Salaried Employees (IL) $143M · 365
- Cogentrix Retirement Savings Plan (NC) $143M · 376
- Sixth Street Retirement Plan (TX) $143M · 532
- Symplr 401(k) Plan and Trust (TX) $144M · 1,581
Frequently Asked Questions
How did Bill 401(k) Plan assets move in 2024? ▼
How have Bill Holdings, Inc. plan assets changed over time? ▼
Where does Bill 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bill 401(k) Plan? ▼
Next read for Bill 401(k) Plan
Filing takeaways
Ways to act on Bill 401(k) Plan's numbers.
- By total assets, Bill 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Bill Holdings, Inc.'s sponsor-wide assets have grown 32.8% since 2023 across 2 plan years on file. More Professional & Technical Services plans