401(k) · DOL Form 5500 · 2024

Addepar, Inc. 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
667
Participants
88th
Percentile by assets
$115,039
Avg per participant
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Official DOL plan name: Addepar 401(k) Plan · Sponsored by Addepar, Inc. · California · Information & Media

$77M in assets, 667 participants

Addepar, Inc.'s Addepar 401(k) Plan reported $77M in total assets and 667 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.

  • 88th percentile by assets (of 123,622 plans)
  • #2,362 in Information & Media (2,822 peers)

Where Addepar 401(k) Plan sits by assets

Addepar 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 667 participants (~$115,039/participant), up 29.6% in 2024.

$77M
total plan assets (2024 EOY)
667
covered participants
88th
percentile by assets (of 123,622 plans)
$115,039
avg assets per participant

Where Addepar 401(k) Plan sits by total assets

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

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

$76,731,209 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Addepar 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Addepar 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Information & Media

Addepar 401(k) Plan vs the 2024 asset distribution

By assets, Addepar 401(k) Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$77M
Net Income$18M
Employer EIN452500433
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addepar, Inc.)

$20M$40M$60M$80M$100M 202220232024 $40.8M $76.7M ▲ +88.2%
Total plan assets by year, all Addepar, Inc. plans on file
Year Plans Participants Total Assets
2022 1 560 $41M
2023 1 671 $59M
2024 1 667 $77M

Nearby 401(k) Plans in California

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

Addepar 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Addepar 401(k) Plan, Total assets ($B): 0.076731209 · Participants: 667Addepar 401(k) PlanGoogle LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Addepar 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Addepar 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Addepar 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Addepar 401(k) Plan assets move in 2024? ▼
Addepar 401(k) Plan grew sharply - up 29.6% during 2024, from $59M to $77M. Reported net income was $18M.
How have Addepar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addepar, Inc.'s sponsor-wide assets grew 88.2%, from $41M to $77M.
Where does Addepar 401(k) Plan rank by assets among Form 5500 filers? ▼
Addepar 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 Addepar 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perpetual Capital 401(k) Plan in VA ($77M, 2,569 participants).

Next read for Addepar 401(k) Plan

Scale reading

Ways to act on Addepar 401(k) Plan's numbers.

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 452500433.

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.