401(k) · DOL Form 5500 · 2024

Articulate Global, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
347
Participants Below avg headcount
83rd
Percentile by assets National rank
$125,799
Avg per participant Near avg balance/head
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Official DOL plan name: Articulate Global 401(k) Plan · Sponsored by Articulate Global, LLC · New York · Information & Media

$44M in assets, 347 participants

Articulate Global, LLC's Articulate Global 401(k) Plan reported $44M in total assets and 347 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.

  • #2,156 in Information & Media (2,822 peers)

Coverage in New York

Articulate Global 401(k) Plan covers 347 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $44M.

#2,156
in Information & Media (2,822 peers)
+37.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Articulate Global 401(k) Plan vs every filed plan by assets

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

$43,652,337 Top 17% higher than 83% 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

Articulate Global 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. Articulate Global 401(k) Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Articulate Global 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Articulate Global 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Articulate Global 401(k) Plan reported participants fell from 357 in the plan year 2023 filing to 347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010742391 · Articulate Global, LLC PY 2024 · 401(k)

Articulate Global 401(k) Plan · $44M · 347 · 83rd

  • VS-ST $44M
  • BOY 347
  • SCH 83rd
  • EBSA 401(k)
  • PART near The Union League of Philadelphia Employee Savings and Retirement
  • TYPE ind #2156

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 New York →

Articulate Global 401(k) Plan in the asset neighbourhood

Relay Therapeutics 401(k) PlanRelay Therapeutics 401(k) Pl…$44MBrown Machine Group 401(k) PlanBrown Machine Group 401(k) P…$44MArticulate Global 401(k) Plan$44MThe Union League of Philadelphia Employee Savings and RetirementThe Union League of Philadel…$44MBackcountry Group 401(k) Plan$44M
End-of-year total assets ($M) among Articulate Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$44M
Net Income$12M
Employer EIN010742391
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Articulate Global, LLC)

Sponsor-wide plan assets over time

All Articulate Global, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 105.77389492724502% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.2M $43.7M ▲ +105.8%
Year Plans Participants Total Assets
2022 1 308 $21M
2023 1 357 $32M
2024 1 347 $44M

Nearby 401(k) Plans in New York

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

Articulate Global 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Articulate Global 401(k) Plan, Total assets ($B): 0.043652337 · Participants: 347Articulate Global 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Articulate Global 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Articulate Global 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Union League of Philadelphia Employee Savings and Retirement in PA ($44M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Articulate Global 401(k) Plan assets move in 2024? ▼
Articulate Global 401(k) Plan surged - up 37.2% during 2024, from $32M to $44M. Reported net income was $12M.
How have Articulate Global, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Articulate Global, LLC's sponsor-wide assets grew 105.8%, from $21M to $44M.
Where does Articulate Global 401(k) Plan rank by assets among Form 5500 filers? ▼
Articulate Global 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Articulate Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Union League of Philadelphia Employee Savings and Retirement in PA ($44M, 535 participants).
Which 401(k) plans cover a similar participant headcount to Articulate Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants, $11M 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 010742391.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.