401(k) · DOL Form 5500 · 2024

Planful, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
158
Participants Small participant base
66th
Percentile by assets National rank
$100,798
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Planful, Inc. 401(k) Plan · Sponsored by Planful, Inc. · California · Professional & Technical Services

$16M in assets, 158 participants

Planful, Inc.'s Planful, Inc. 401(k) Plan reported $16M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,068 in Professional & Technical Services (20,173 peers)

Coverage in California

Planful, Inc. 401(k) Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $16M.

#13,068
in Professional & Technical Services (20,173 peers)
+23.4%
assets growth YoY

Planful, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Planful, Inc. 401(k) Plan vs every filed plan by assets

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

$15,926,104 Top 34% higher than 66% 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

Planful, 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. Planful, Inc. 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planful, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Planful, Inc. 401(k) Plan reported participants fell from 189 in the plan year 2023 filing to 158 in the plan year 2024 filing.
  • Planful, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431887396 · Planful, Inc. PY 2024 · 401(k)

Planful, Inc. 401(k) Plan · $16M · 158 · 66th

  • TYPE $16M
  • TYPE 158
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan
  • TYPE ind #13068

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 →

Planful, Inc. 401(k) Plan in the asset neighbourhood

Planful, Inc. 401(k) Plan$16MPayroll Made Easy, Inc Dba Continuum Retirement Savings PlanPayroll Made Easy, Inc Dba C…$16MStorage Solutions, Inc. 401(k) PlanStorage Solutions, Inc. 401(…$16MSelect Sales, Inc. Employees' Profit Sharing PlanSelect Sales, Inc. Employees…$16MBattle Lumber Company 401(k) Profit Sharing PlanBattle Lumber Company 401(k)…$16M
End-of-year total assets ($M) among Planful, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN431887396
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planful, Inc.)

Sponsor-wide plan assets over time

All Planful, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 59.707053889396924% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.97M $15.9M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 153 $10M
2023 1 189 $13M
2024 1 158 $16M

Nearby 401(k) Plans in California

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

Planful, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Planful, Inc. 401(k) Plan, Total assets ($B): 0.015926104 · Participants: 158Planful, Inc. 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
Planful, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planful, Inc. 401(k) Plan side-by-side with 3 peers →

Planful, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan in FL ($16M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Planful, Inc. 401(k) Plan assets move in 2024? ▼
Planful, Inc. 401(k) Plan grew sharply - up 23.4% during 2024, from $13M to $16M. Reported net income was $3M.
How have Planful, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planful, Inc.'s sponsor-wide assets grew 59.7%, from $10M to $16M.
Which 401(k) plans are similar in size to Planful, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan in FL ($16M, 454 participants).
Which 401(k) plans cover a similar participant headcount to Planful, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 431887396.

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.