401(k) · DOL Form 5500 · 2024

Xactly Corporation 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
297
Participants Below avg headcount
83rd
Percentile by assets National rank
$157,867
Avg per participant Above avg balance/head
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Official DOL plan name: Xactly Corporation 401(k) Plan · Sponsored by Xactly Corporation · California · Information & Media

$47M in assets, 297 participants

Xactly Corporation's Xactly Corporation 401(k) Plan reported $47M in total assets and 297 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.

  • #2,197 in Information & Media (2,822 peers)

Coverage in California

Xactly Corporation 401(k) Plan covers 297 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $47M.

#2,197
in Information & Media (2,822 peers)
+5.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

Xactly Corporation 401(k) Plan vs every filed plan by assets

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

$46,886,537 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

Xactly Corporation 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. Xactly Corporation 401(k) Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Xactly Corporation 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Xactly Corporation 401(k) Plan reported participants fell from 455 in the plan year 2023 filing to 297 in the plan year 2024 filing.
  • Xactly Corporation 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113744289 · Xactly Corporation PY 2024 · 401(k)

Xactly Corporation 401(k) Plan · $47M · 297 · 83rd

  • BOOK $47M
  • VS-ST 297
  • BOY 83rd
  • SCH 401(k)
  • EBSA near L.E. Jones Company 401(k) Plan
  • PART ind #2197

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 California →

Xactly Corporation 401(k) Plan in the asset neighbourhood

Center for Internet Security 401(k) PlanCenter for Internet Security…$47MLeatherman Tool Group 401(k) Retirement PlanLeatherman Tool Group 401(k)…$47MXactly Corporation 401(k) PlanXactly Corporation 401(k) Pl…$47ML.E. Jones Company 401(k) PlanL.E. Jones Company 401(k) Pl…$47MAlliance Entertainment 401(k) PlanAlliance Entertainment 401(k…$47M
End-of-year total assets ($M) among Xactly Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$47M
Net Income$3M
Employer EIN113744289
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xactly Corporation)

Sponsor-wide plan assets over time

All Xactly Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.300524611346592% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.7M $46.9M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 498 $38M
2023 1 455 $44M
2024 1 297 $47M

Nearby 401(k) Plans in California

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

Xactly Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Xactly Corporation 401(k) Plan, Total assets ($B): 0.046886537 · Participants: 297Xactly Corporation 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
Xactly Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Xactly Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is L.E. Jones Company 401(k) Plan in MI ($47M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Xactly Corporation 401(k) Plan assets move in 2024? ▼
Xactly Corporation 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $44M to $47M. Reported net income was $3M.
How have Xactly Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xactly Corporation's sponsor-wide assets grew 24.3%, from $38M to $47M.
Where does Xactly Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Xactly Corporation 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 Xactly Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L.E. Jones Company 401(k) Plan in MI ($47M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Xactly Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 113744289.

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.