401(k) · DOL Form 5500 · 2024

Expensify, Inc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
84
Participants Small participant base
67th
Percentile by assets National rank
$202,325
Avg per participant Above avg balance/head
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Official DOL plan name: Expensify 401(k) Plan · Sponsored by Expensify, Inc · California · Information & Media

$17M in assets, 84 participants

Expensify, Inc's Expensify 401(k) Plan reported $17M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,592 in Information & Media (2,822 peers)

Expensify, Inc multi-year trail

Expensify, Inc's plans moved +69.1% in assets from 2022 to 2024; this filing shows Expensify 401(k) Plan at $17M / 84 participants.

#1,592
in Information & Media (2,822 peers)
+21.9%
assets growth YoY

Expensify 401(k) Plan's outsized position by total assets

Expensify 401(k) Plan vs every filed plan by assets

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

$16,995,317 Top 33% higher than 67% 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

Expensify 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expensify 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Expensify 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Expensify 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Expensify 401(k) Plan reported participants fell from 93 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 270239450 · Expensify, Inc PY 2024 · 401(k)

Expensify 401(k) Plan · $17M · 84 · 67th

  • EOY $17M
  • EOY 84
  • EOY 67th
  • EOY 401(k)
  • EOY near Borah, Goldstein, Altschuler, Nahins & Goidel, P.C.
  • EOY ind #1592

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 Information & Media retirement plans → · Plans in California →

Expensify 401(k) Plan in the asset neighbourhood

Expensify 401(k) Plan$17MBorah, Goldstein, Altschuler, Nahins & Goidel, P.C.Borah, Goldstein, Altschuler…$17MGreat Lakes Employer Services, Inc. 401(k) Profit Sharing PlanGreat Lakes Employer Service…$17MGolda Och Academy 401(k) Plan$17MGlasser and Glasser, P.L.C. 401(k) Retirement PlanGlasser and Glasser, P.L.C. …$17M
End-of-year total assets ($M) among Expensify 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Expensify, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Expensify, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 69.09383512987% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.1M $17M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 102 $10M
2023 1 93 $14M
2024 1 84 $17M

Expensify, Inc filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN270239450
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Expensify 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Expensify 401(k) Plan, Total assets ($B): 0.016995317 · Participants: 84Expensify 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
Expensify 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Expensify 401(k) Plan side-by-side with 3 peers →

Expensify 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. in NY ($17M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Expensify 401(k) Plan assets move in 2024? ▼
Expensify 401(k) Plan grew sharply - up 21.9% during 2024, from $14M to $17M. Reported net income was $3M.
How have Expensify, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expensify, Inc's sponsor-wide assets grew 69.1%, from $10M to $17M.
Which 401(k) plans are similar in size to Expensify 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. in NY ($17M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Expensify 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A 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 270239450.

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.