401(k) · DOL Form 5500 · 2024
Ibotta, Inc. 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 891
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $72,836
- Avg per participant Below avg balance/head
Official DOL plan name: Ibotta, Inc. 401(k) Plan · Sponsored by Ibotta, Inc. · Colorado · Professional & Technical Services
$65M in assets, 891 participants
Ibotta, Inc.'s Ibotta, Inc. 401(k) Plan reported $65M in total assets and 891 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,726 in Professional & Technical Services (20,173 peers)
Coverage in Colorado
Ibotta, Inc. 401(k) Plan covers 891 participants in Colorado, 2.4x the typical Colorado plan (state average ~376 per filing). Assets: $65M.
- #17,726
- in Professional & Technical Services (20,173 peers)
- +27.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Ibotta, Inc. 401(k) Plan's outsized position by total assets
Ibotta, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,896,706 Top 13% higher than 87% 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
Ibotta, Inc. 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. Ibotta, Inc. 401(k) Plan sits mid-pack in the medium band (891 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ibotta, Inc. 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Ibotta, Inc. 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Ibotta, Inc. 401(k) Plan reported participants fell from 967 in the plan year 2023 filing to 891 in the plan year 2024 filing.
DOL schedule card
Filing strip 352426358 · Ibotta, Inc. PY 2024 · 401(k)
Ibotta, Inc. 401(k) Plan · $65M · 891 · 87th
- ASSETS $65M
- ASSETS 891
- ASSETS 87th
- ASSETS 401(k)
- ASSETS near Mib Group Holdings Inc. 401(k) Retirement Savings Plan
- ASSETS ind #17726
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 Colorado →
Ibotta, Inc. 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $14M |
| Employer EIN | 352426358 |
| Plan Effective Date | 2014-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ibotta, Inc.)
Sponsor-wide plan assets over time
All Ibotta, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 93.2171732518362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,017 | $34M |
| 2023 | 1 | 967 | $51M |
| 2024 | 1 | 891 | $65M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Ibotta, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Mib Group Holdings Inc. 401(k) Retirement Savings Plan in MA ($65M); by covered participants it is Lamps Plus 401(k) Plan in CA (891 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (891 participants); asset peers above are excluded.
- Lamps Plus 401(k) Plan (CA) 891 · 0 off
- Florexpo, LLC./ Kendal Floral 401(k) Plan (CA) 891 · 0 off
- Badger Meter Employee Savings and Stock Ownership Plan (WI) 891 · 0 off
- U.S. Tool Grinding, Inc. Employees Profit Sharing Plan (MO) 891 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.