401(k) · DOL Form 5500 · 2024

Corelation, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
357
Participants Below avg headcount
76th
Percentile by assets National rank
$78,741
Avg per participant Below avg balance/head
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Official DOL plan name: Corelation, Inc. 401(k) Plan · Sponsored by Corelation, Inc. · California · Professional & Technical Services

$28M in assets, 357 participants

Corelation, Inc.'s Corelation, Inc. 401(k) Plan reported $28M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,387 in Professional & Technical Services (20,173 peers)

Where Corelation, Inc. 401(k) Plan sits by assets

Corelation, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 357 participants (~$78,741/participant), up 41.7% in 2024.

#15,387
in Professional & Technical Services (20,173 peers)
+41.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Corelation, Inc. 401(k) Plan's outsized position by total assets

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

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

$28,110,619 Top 24% higher than 76% 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

Corelation, 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. Corelation, Inc. 401(k) Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corelation, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Corelation, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Corelation, Inc. 401(k) Plan reported participants rose from 314 in the plan year 2023 filing to 357 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261165702 · Corelation, Inc. PY 2024 · 401(k)

Corelation, Inc. 401(k) Plan · $28M · 357 · 76th

  • ASSETS $28M
  • ASSETS 357
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near Savin Engineers PC Profit Sharing Plan
  • ASSETS ind #15387

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 →

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

Corelation, Inc. 401(k) Plan$28MSavin Engineers PC Profit Sharing PlanSavin Engineers PC Profit Sh…$28MHoliday Oil Company 401(k) Profit Sharing PlanHoliday Oil Company 401(k) P…$28MWellbore Integrity Solutions 401(k) PlanWellbore Integrity Solutions…$28MAsbury Carbons, Inc. 401(k) Savings PlanAsbury Carbons, Inc. 401(k) …$28M
End-of-year total assets ($M) among Corelation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN261165702
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corelation, Inc.)

Sponsor-wide plan assets over time

All Corelation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 94.69641603027529% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.4M $28.1M ▲ +94.7%
Year Plans Participants Total Assets
2022 1 289 $14M
2023 1 314 $20M
2024 1 357 $28M

Nearby 401(k) Plans in California

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

Corelation, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Corelation, Inc. 401(k) Plan, Total assets ($B): 0.028110619 · Participants: 357Corelation, 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
Corelation, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Savin Engineers PC Profit Sharing Plan in NY ($28M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Corelation, Inc. 401(k) Plan assets move in 2024?
Corelation, Inc. 401(k) Plan surged - up 41.7% during 2024, from $20M to $28M. Reported net income was $8M.
How have Corelation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Corelation, Inc.'s sponsor-wide assets grew 94.7%, from $14M to $28M.
Where does Corelation, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Corelation, Inc. 401(k) Plan ranks in the 76th 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 Corelation, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Savin Engineers PC Profit Sharing Plan in NY ($28M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Corelation, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cogency Global, Inc. 401(k) Plan in NY (357 participants, $40M in assets).