401(k) · DOL Form 5500 · 2024
Addepar, Inc. 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 667
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $115,039
- Avg per participant Below avg balance/head
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.
- #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.
- #2,362
- in Information & Media (2,822 peers)
- +29.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Addepar 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Addepar 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. Addepar 401(k) Plan sits mid-pack in the medium band (667 participants).
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.
Published 5500 schedule card
Filing strip 452500433 · Addepar, Inc. PY 2024 · 401(k)
Addepar 401(k) Plan · $77M · 667 · 88th
- ASSETS $77M
- ASSETS 667
- ASSETS 88th
- ASSETS 401(k)
- ASSETS near Perpetual Capital 401(k) Plan
- ASSETS ind #2362
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 →
Addepar 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $18M |
| Employer EIN | 452500433 |
| Plan Effective Date | 2013-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Addepar, Inc.)
Sponsor-wide plan assets over time
All Addepar, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 88.18946851623612% vs 2022
- 2024 filing year
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Addepar 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Perpetual Capital 401(k) Plan in VA ($77M); by covered participants it is Hp Pelzer Automotive Systems, Inc. 401(k) Plan in MI (667 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Perpetual Capital 401(k) Plan (VA) $77M · 2,569
- Marketwise Solutions LLC Savings and Retirement Plan (MD) $77M · 574
- Tista Science and Technology Corporation 401(k) (MD) $77M · 1,270
- Rand Worldwide 401(k) Plan (MD) $77M · 394
Similar participant headcount
Nearest other-state filings by covered participants (667 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.