401(k) · DOL Form 5500 · 2024

Sitecore USA, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
448
Participants Below avg headcount
86th
Percentile by assets National rank
$136,290
Avg per participant Near avg balance/head
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Official DOL plan name: Sitecore USA, Inc. 401(k) Plan & Trust · Sponsored by Sitecore USA, Inc. · California · Retail Trade

$61M in assets, 448 participants

Sitecore USA, Inc.'s Sitecore USA, Inc. 401(k) Plan & Trust reported $61M in total assets and 448 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,429 in Retail Trade (8,048 peers)

Where Sitecore USA, Inc. 401(k) Plan & Trust sits by assets

Sitecore USA, Inc. 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $61M for 448 participants (~$136,290/participant), up 12.4% in 2024.

#7,429
in Retail Trade (8,048 peers)
+12.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sitecore USA, Inc. 401(k) Plan & Trust's outsized position by total assets

Sitecore USA, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$61,058,029 Top 14% higher than 86% 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

Sitecore USA, Inc. 401(k) Plan & Trust 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. Sitecore USA, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sitecore USA, Inc. 401(k) Plan & Trust reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sitecore USA, Inc. 401(k) Plan & Trust end-of-year assets rose from $54M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Sitecore USA, Inc. 401(k) Plan & Trust reported participants fell from 496 in the plan year 2023 filing to 448 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300262390 · Sitecore USA, Inc. PY 2024 · 401(k)

Sitecore USA, Inc. 401(k) Plan & Trust · $61M · 448 · 86th

  • IND $61M
  • IND 448
  • IND 86th
  • IND 401(k)
  • IND near The Schroer Group Employees 401(k) Profit Sharing Plan & Trust
  • IND ind #7429

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 Retail Trade retirement plans → · Plans in California →

Sitecore USA, Inc. 401(k) Plan & Trust in the asset neighbourhood

Orthoarkansas, P.a. Profit Sharing Plan and TrustOrthoarkansas, P.a. Profit S…$61MSitecore USA, Inc. 401(k) Plan & TrustSitecore USA, Inc. 401(k) Pl…$61MThe Schroer Group Employees 401(k) Profit Sharing Plan & TrustThe Schroer Group Employees …$61MIowa Student Loan Liquidity Corporation 401(k) Retirement PlanIowa Student Loan Liquidity …$61MNab Group/USA 401(k) Investment PlanNab Group/USA 401(k) Investm…$61M
End-of-year total assets ($M) among Sitecore USA, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN300262390
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sitecore USA, Inc.)

Sponsor-wide plan assets over time

All Sitecore USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 41.34803570123089% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.2M $61.1M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 547 $43M
2023 1 496 $54M
2024 1 448 $61M

Nearby 401(k) Plans in California

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

Sitecore USA, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sitecore USA, Inc. 401(k) Plan & Trust, Total assets ($B): 0.061058029 · Participants: 448Sitecore USA, Inc. 401(k) Plan & TrustGoogle 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
Sitecore USA, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Sitecore USA, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Sitecore USA, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Schroer Group Employees 401(k) Profit Sharing Plan & Trust in OH ($61M); by covered participants it is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Sitecore USA, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Sitecore USA, Inc. 401(k) Plan & Trust grew at a solid clip - up 12.4% during 2024, from $54M to $61M. Reported net income was $7M.
How have Sitecore USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sitecore USA, Inc.'s sponsor-wide assets grew 41.3%, from $43M to $61M.
Where does Sitecore USA, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Sitecore USA, Inc. 401(k) Plan & Trust ranks in the 86th 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 Sitecore USA, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Schroer Group Employees 401(k) Profit Sharing Plan & Trust in OH ($61M, 3,507 participants).
Which 401(k) plans cover a similar participant headcount to Sitecore USA, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants, $34M 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 300262390.

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.