401(k) · DOL Form 5500 · 2024

Personalis, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
270
Participants Below avg headcount
79th
Percentile by assets National rank
$127,612
Avg per participant Near avg balance/head
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Official DOL plan name: Personalis, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Personalis, Inc. · California · Professional & Technical Services

$34M in assets, 270 participants

Personalis, Inc.'s Personalis, Inc. 401(k) Profit Sharing Plan and Trust reported $34M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,070 in Professional & Technical Services (20,173 peers)

Coverage in California

Personalis, Inc. 401(k) Profit Sharing Plan and Trust covers 270 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $34M.

#16,070
in Professional & Technical Services (20,173 peers)
+21.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Personalis, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Personalis, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$34,455,343 Top 21% higher than 79% 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

Personalis, Inc. 401(k) Profit Sharing Plan and Trust 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. Personalis, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Personalis, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 376 in the plan year 2023 filing to 270 in the plan year 2024 filing.
  • Personalis, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Personalis, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 275411038 · Personalis, Inc. PY 2024 · 401(k)

Personalis, Inc. 401(k) Profit Sharing Plan and Trust · $34M · 270 · 79th

  • IND $34M
  • IND 270
  • IND 79th
  • IND 401(k)
  • IND near Armada Hoffler 401(k) Retirement Plan
  • IND ind #16070

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 →

Personalis, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Personalis, Inc. 401(k) Profit Sharing Plan and TrustPersonalis, Inc. 401(k) Prof…$34MTioga Retirement Savings Plan$34MValley Senior Living Retirement PlanValley Senior Living Retirem…$34MArmada Hoffler 401(k) Retirement PlanArmada Hoffler 401(k) Retire…$34MHi-Tech Electric, Inc. Savings and Investment PlanHi-Tech Electric, Inc. Savin…$34M
End-of-year total assets ($M) among Personalis, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN275411038
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Personalis, Inc.)

Sponsor-wide plan assets over time

All Personalis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 68.28213465679774% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.5M $34.5M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 310 $20M
2023 1 376 $28M
2024 1 270 $34M

Nearby 401(k) Plans in California

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

Personalis, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Personalis, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.034455343 · Participants: 270Personalis, Inc. 401(k) Profit Sharing Plan and TrustGoogle 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
Personalis, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Personalis, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Personalis, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Armada Hoffler 401(k) Retirement Plan in VA ($34M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Personalis, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Personalis, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 21.4% during 2024, from $28M to $34M. Reported net income was $6M.
How have Personalis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Personalis, Inc.'s sponsor-wide assets grew 68.3%, from $20M to $34M.
Where does Personalis, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Personalis, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 79th 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 Personalis, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Armada Hoffler 401(k) Retirement Plan in VA ($34M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Personalis, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K 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 275411038.

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.