401(k) · DOL Form 5500 · 2024

Confluence Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
263
Participants Below avg headcount
88th
Percentile by assets National rank
$272,609
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Confluence 401(k) Plan · Sponsored by Confluence Technologies, Inc. · Pennsylvania · Professional & Technical Services

$72M in assets, 263 participants

Confluence Technologies, Inc.'s Confluence 401(k) Plan reported $72M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,914 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Confluence 401(k) Plan covers 263 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $72M.

#17,914
in Professional & Technical Services (20,173 peers)
+83.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$71,696,168 Top 12% higher than 88% 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

Confluence 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. Confluence 401(k) Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Confluence 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Confluence 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Confluence 401(k) Plan reported participants fell from 282 in the plan year 2023 filing to 263 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251670680 · Confluence Technologies, Inc. PY 2024 · 401(k)

Confluence 401(k) Plan · $72M · 263 · 88th

  • ASSETS $72M
  • ASSETS 263
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #17914

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 Pennsylvania →

Confluence 401(k) Plan in the asset neighbourhood

Unified Door and Hardware Group 401(k) Profit Sharing PlanUnified Door and Hardware Gr…$72MErmco 401(k) Plan$72MConfluence 401(k) Plan$72MNasa Federal Credit Union 401(k) Profit Sharing Plan & TrustNasa Federal Credit Union 40…$72MWhatcom Educational Credit Union Retirement PlanWhatcom Educational Credit U…$72M
End-of-year total assets ($M) among Confluence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$72M
Net Income$3M
Employer EIN251670680
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluence Technologies, Inc.)

Sponsor-wide plan assets over time

All Confluence Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 143.59741327171292% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $29.4M $71.7M ▲ +143.6%
Year Plans Participants Total Assets
2022 1 139 $29M
2023 1 282 $39M
2024 1 263 $72M

Nearby 401(k) Plans in Pennsylvania

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

Confluence 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Confluence 401(k) Plan, Total assets ($B): 0.071696168 · Participants: 263Confluence 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Confluence 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Confluence 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trust in MD ($72M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Confluence 401(k) Plan assets move in 2024? ▼
Confluence 401(k) Plan surged - up 83.9% during 2024, from $39M to $72M. Reported net income was $3M.
How have Confluence Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluence Technologies, Inc.'s sponsor-wide assets grew 143.6%, from $29M to $72M.
Where does Confluence 401(k) Plan rank by assets among Form 5500 filers? ▼
Confluence 401(k) Plan ranks in the 88th 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 Confluence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trust in MD ($72M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Confluence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (263 participants, $482K 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 251670680.

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.