401(k) · DOL Form 5500 · 2024

Stash Financial, Inc. Dba Stash Invest 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
282
Participants Below avg headcount
72nd
Percentile by assets National rank
$77,774
Avg per participant Below avg balance/head
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Official DOL plan name: Stash Financial, Inc. 401(k) Plan · Sponsored by Stash Financial, Inc. Dba Stash Invest · New York · Finance & Insurance

$22M in assets, 282 participants

Stash Financial, Inc. Dba Stash Invest's Stash Financial, Inc. 401(k) Plan reported $22M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,919 in Finance & Insurance (8,549 peers)

Coverage in New York

Stash Financial, Inc. 401(k) Plan covers 282 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $22M.

#4,919
in Finance & Insurance (8,549 peers)
+3.9%
assets growth YoY

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

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

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

$21,932,207 Top 28% higher than 72% 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

Stash Financial, 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. Stash Financial, Inc. 401(k) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stash Financial, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $832K in the plan year 2024 filing.
  • Stash Financial, Inc. 401(k) Plan reported participants fell from 419 in the plan year 2023 filing to 282 in the plan year 2024 filing.
  • Stash Financial, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473187441 · Stash Financial, Inc. Dba Stash Invest PY 2024 · 401(k)

Stash Financial, Inc. 401(k) Plan · $22M · 282 · 72nd

  • 5500 $22M
  • ASSETS 282
  • PCT 72nd
  • EIN 401(k)
  • RANK near North Shore Bank 401(k) Plan
  • PHOTO ind #4919

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 Finance & Insurance retirement plans → · Plans in New York →

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

Stash Financial, Inc. 401(k) PlanStash Financial, Inc. 401(k)…$22MNorth Shore Bank 401(k) Plan$22MPrinceton Nassau Pediatrics 401(k) Profit Sharing PlanPrinceton Nassau Pediatrics …$22MReliable Contracting Company, Inc. Profit Sharing Plan & TrustReliable Contracting Company…$22MVsolvit LLC 401(k) Profit Sharing PlanVsolvit LLC 401(k) Profit Sh…$22M
End-of-year total assets ($M) among Stash Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$832K
Employer EIN473187441
Plan Effective Date2023-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Stash Financial, Inc. Dba Stash Invest)

Sponsor-wide plan assets over time

All Stash Financial, Inc. Dba Stash Invest plans reported in each filing year

Latest sponsor-wide plan assets
$22M 4.382893132192081% vs 2023
2024 filing year
$20.5M$21M$21.5M$22M$22.5M 20232024 $21M $21.9M ▲ +4.4%
Year Plans Participants Total Assets
2023 1 419 $21M
2024 1 282 $22M

Nearby 401(k) Plans in New York

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

Stash Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stash Financial, Inc. 401(k) Plan, Total assets ($B): 0.021932207 · Participants: 282Stash Financial, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Stash Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stash Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is North Shore Bank 401(k) Plan in MN ($22M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Stash Financial, Inc. 401(k) Plan assets move in 2024? ▼
Stash Financial, Inc. 401(k) Plan edged up modestly - up 3.9% during 2024, from $21M to $22M. Reported net income was $832K.
How have Stash Financial, Inc. Dba Stash Invest plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Stash Financial, Inc. Dba Stash Invest's sponsor-wide assets grew 4.4%, from $21M to $22M.
Which 401(k) plans are similar in size to Stash Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Shore Bank 401(k) Plan in MN ($22M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Stash Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 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 473187441.

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.