401(k) · DOL Form 5500 · 2024

Onestream Software LLC 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
929
Participants Near avg headcount
91st
Percentile by assets National rank
$114,471
Avg per participant Below avg balance/head
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Official DOL plan name: Onestream Software 401(k) Plan · Sponsored by Onestream Software LLC · Michigan · Information & Media

$106M in assets, 929 participants

Onestream Software LLC's Onestream Software 401(k) Plan reported $106M in total assets and 929 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,451 in Information & Media (2,822 peers)

Where Onestream Software 401(k) Plan sits by assets

Onestream Software 401(k) Plan sits in the top 10% of all filed plans by assets, $106M for 929 participants (~$114,471/participant), up 38.3% in 2024.

#2,451
in Information & Media (2,822 peers)
+38.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

Onestream Software 401(k) Plan vs every filed plan by assets

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

$106,343,741 Top 9% higher than 91% 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

Onestream Software 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. Onestream Software 401(k) Plan sits mid-pack in the medium band (929 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Onestream Software 401(k) Plan end-of-year assets rose from $77M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Onestream Software 401(k) Plan reported net income rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Onestream Software 401(k) Plan reported participants rose from 882 in the plan year 2023 filing to 929 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461406778 · Onestream Software LLC PY 2024 · 401(k)

Onestream Software 401(k) Plan · $106M · 929 · 91st

  • BOOK $106M
  • VS-ST 929
  • BOY 91st
  • SCH 401(k)
  • EBSA near Mid-Atlantic Women's Care, P.L.C. Profit Sharing Plan
  • PART ind #2451

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 Michigan →

Onestream Software 401(k) Plan in the asset neighbourhood

Crestwood 401(k) Plan$106MMid-Atlantic Women's Care, P.L.C. Profit Sharing PlanMid-Atlantic Women's Care, P…$106MOnestream Software 401(k) PlanOnestream Software 401(k) Pl…$106MMedstar Affiliates 401(k) PlanMedstar Affiliates 401(k) Pl…$106MYoung Electric Sign Company Profit Sharing 401(k) Retirement Plan and TrustYoung Electric Sign Company …$106M
End-of-year total assets ($M) among Onestream Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$106M
Net Income$29M
Employer EIN461406778
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Onestream Software LLC)

Sponsor-wide plan assets over time

All Onestream Software LLC plans reported in each filing year

Latest sponsor-wide plan assets
$106M 106.02764257433739% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $51.6M $106M ▲ +106.0%
Year Plans Participants Total Assets
2022 1 688 $52M
2023 1 882 $77M
2024 1 929 $106M

Nearby 401(k) Plans in Michigan

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

Onestream Software 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Onestream Software 401(k) Plan, Total assets ($B): 0.106343741 · Participants: 929Onestream Software 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Onestream Software 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest 401(k) by assets is Mid-Atlantic Women's Care, P.L.C. Profit Sharing Plan in VA ($106M); by covered participants it is Global Lending Services LLC 401(k) Plan in SC (929 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (929 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 Onestream Software 401(k) Plan assets move in 2024?
Onestream Software 401(k) Plan surged - up 38.3% during 2024, from $77M to $106M. Reported net income was $29M.
How have Onestream Software LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Onestream Software LLC's sponsor-wide assets grew 106.0%, from $52M to $106M.
Where does Onestream Software 401(k) Plan rank by assets among Form 5500 filers?
Onestream Software 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Onestream Software 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mid-Atlantic Women's Care, P.L.C. Profit Sharing Plan in VA ($106M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Onestream Software 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Global Lending Services LLC 401(k) Plan in SC (929 participants, $27M in assets).