401(k) · DOL Form 5500 · 2024

Persona Identities, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
199
Participants Below avg headcount
69th
Percentile by assets National rank
$95,154
Avg per participant Below avg balance/head
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Official DOL plan name: Persona 401(k) Plan · Sponsored by Persona Identities, Inc. · California · Professional & Technical Services

$19M in assets, 199 participants

Persona Identities, Inc.'s Persona 401(k) Plan reported $19M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,786 in Professional & Technical Services (20,173 peers)

Coverage in California

Persona 401(k) Plan covers 199 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,786
in Professional & Technical Services (20,173 peers)
+62.7%
assets growth YoY

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

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

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

$18,935,553 Top 31% higher than 69% 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

Persona 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. Persona 401(k) Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Persona 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Persona 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Persona 401(k) Plan reported participants rose from 184 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 384087866 · Persona Identities, Inc. PY 2024 · 401(k)

Persona 401(k) Plan · $19M · 199 · 69th

  • IND $19M
  • IND 199
  • IND 69th
  • IND 401(k)
  • IND near Citi Trends, Inc. 401(k) Profit Sharing Plan
  • IND ind #13786

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 →

Persona 401(k) Plan in the asset neighbourhood

Persona 401(k) Plan$19MCiti Trends, Inc. 401(k) Profit Sharing PlanCiti Trends, Inc. 401(k) Pro…$19MTxp Services, Inc. Retirement Savings 401(k) PlanTxp Services, Inc. Retiremen…$19MAnchor Construction Corporation 401(k) Retirement PlanAnchor Construction Corporat…$19MRoad Safety Services 401(k) PlanRoad Safety Services 401(k) …$19M
End-of-year total assets ($M) among Persona 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$19M
Net Income$7M
Employer EIN384087866
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Persona Identities, Inc.)

Sponsor-wide plan assets over time

All Persona Identities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 62.67439199268463% vs 2023
2024 filing year
$10M$15M$20M 20232024 $11.6M $18.9M ▲ +62.7%
Year Plans Participants Total Assets
2023 1 184 $12M
2024 1 199 $19M

Nearby 401(k) Plans in California

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

Persona 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Persona 401(k) Plan, Total assets ($B): 0.018935553 · Participants: 199Persona 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
Persona 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Persona 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Citi Trends, Inc. 401(k) Profit Sharing Plan in GA ($19M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Persona 401(k) Plan assets move in 2024? ▼
Persona 401(k) Plan surged - up 62.7% during 2024, from $12M to $19M. Reported net income was $7M.
How have Persona Identities, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Persona Identities, Inc.'s sponsor-wide assets grew 62.7%, from $12M to $19M.
Which 401(k) plans are similar in size to Persona 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citi Trends, Inc. 401(k) Profit Sharing Plan in GA ($19M, 2,740 participants).
Which 401(k) plans cover a similar participant headcount to Persona 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 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 384087866.

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.