401(k) · DOL Form 5500 · 2024
Paylocity Corporation 401(k) Plan
Data updated 2026-08-25
- $438M
- Total assets Above avg plan size
- 6,050
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $72,419
- Avg per participant Below avg balance/head
Official DOL plan name: Paylocity 401(k) Profit Sharing Plan and Trust · Sponsored by Paylocity Corporation · Illinois · Professional & Technical Services
$438M in assets, 6,050 participants
Paylocity Corporation's Paylocity 401(k) Profit Sharing Plan and Trust reported $438M in total assets and 6,050 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #19,714 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Paylocity 401(k) Profit Sharing Plan and Trust covers 6,050 participants in Illinois, 7.8x the typical Illinois plan (state average ~779 per filing). Assets: $438M.
- #19,714
- in Professional & Technical Services (20,173 peers)
- +29.4%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Paylocity 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Paylocity 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$438,135,398 Top 3% higher than 97% 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
Paylocity 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paylocity 401(k) Profit Sharing Plan and Trust lands in the large band (6,050 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Paylocity 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $339M in the plan year 2023 filing to $438M in the plan year 2024 filing.
- Paylocity 401(k) Profit Sharing Plan and Trust reported participants rose from 5,415 in the plan year 2023 filing to 6,050 in the plan year 2024 filing.
- Paylocity 401(k) Profit Sharing Plan and Trust reported net income fell from $101M in the plan year 2023 filing to $99M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364227403 · Paylocity Corporation PY 2024 · 401(k)
Paylocity 401(k) Profit Sharing Plan and Trust · $438M · 6,050 · 97th
- PART $438M
- PART 6,050
- PART 97th
- PART 401(k)
- PART near Proofpoint 401(k) Plan
- PART ind #19714
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 Illinois →
Paylocity 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $438M |
| Net Income | $99M |
| Employer EIN | 364227403 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Paylocity Corporation)
Sponsor-wide plan assets over time
All Paylocity Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $438M 84.03557260921423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,635 | $238M |
| 2023 | 1 | 5,415 | $339M |
| 2024 | 1 | 6,050 | $438M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Scale composition for Paylocity 401(k) Profit Sharing Plan and Trust
Paylocity 401(k) Profit Sharing Plan and Trust reports $438M in end-of-year assets across 6,050 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $72,419 per participant (52% of the national average assets-per-participant) . Net income for plan year 2024 was $99M.
This plan identity (EIN 364227403, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $238M to $438M (+84.0%) while covered participants moved from 4,635 to 6,050 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,635 | $238M | Open filing |
| 2023 | 5,415 | $339M | Open filing |
| 2024 · index core | 6,050 | $438M | This page |
Paylocity 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Proofpoint 401(k) Plan in CA ($438M); by covered participants it is Hanger, Inc. 401(k) Savings Plan in TX (6,055 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($438M here).
- Proofpoint 401(k) Plan (CA) $438M · 2,843
- Loeb & Loeb LLP Profit Sharing and 401(k) Plan (CA) $438M · 712
- Russell Reynolds Associates Retirement Savings Plan (NY) $438M · 889
- Gxo Logistics 401(k) Plan (CT) $438M · 20,510
Similar participant headcount
Nearest other-state filings by covered participants (6,050 participants); asset peers above are excluded.
- Hanger, Inc. 401(k) Savings Plan (TX) 6,055 · 5 off
- Winnebago Industries, Inc. Profit Sharing and Deferred Savings and Investment Plan (MN) 6,042 · 8 off
- Bread Financial 401(k) Plan (OH) 6,062 · 12 off
- Herc Rentals Income Savings Plan (FL) 6,064 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.