401(k) · DOL Form 5500 · 2024

Pendo.Io, Inc. 401(k) Plan

Data updated 2026-08-11

$53M
Total assets
554
Participants
85th
Percentile by assets
$96,441
Avg per participant
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Official DOL plan name: Pendo.Io, Inc. Retirement Plan · Sponsored by Pendo.Io, Inc. · North Carolina · Professional & Technical Services

$53M in assets, 554 participants

Pendo.Io, Inc.'s Pendo.Io, Inc. Retirement Plan reported $53M in total assets and 554 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 123,622 plans)
  • #17,292 in Professional & Technical Services (20,173 peers)

Where Pendo.Io, Inc. Retirement Plan sits by assets

Pendo.Io, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 554 participants (~$96,441/participant), up 38.9% in 2024.

$53M
total plan assets (2024 EOY)
554
covered participants
85th
percentile by assets (of 123,622 plans)
$96,441
avg assets per participant

Where Pendo.Io, Inc. Retirement Plan sits by total assets

Pendo.Io, Inc. Retirement Plan vs every filed plan by assets

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

$53,428,555 Top 15% higher than 85% 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

  • Pendo.Io, Inc. Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Pendo.Io, Inc. Retirement Plan reported participants fell from 688 in the plan year 2023 filing to 554 in the plan year 2024 filing.
  • Pendo.Io, Inc. Retirement Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Pendo.Io, Inc. Retirement Plan vs the 2024 asset distribution

By assets, Pendo.Io, Inc. Retirement Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$53M
Net Income$15M
Employer EIN463519724
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pendo.Io, Inc.)

$20M$30M$40M$50M$60M 202220232024 $25.4M $53.4M ▲ +110.6%
Total plan assets by year, all Pendo.Io, Inc. plans on file
Year Plans Participants Total Assets
2022 1 671 $25M
2023 1 688 $38M
2024 1 554 $53M

Nearby 401(k) Plans in North Carolina

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

Pendo.Io, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Pendo.Io, Inc. Retir…, Total assets ($B): 0.053428555 · Participants: 554Pendo.Io, Inc. Retir…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
Pendo.Io, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pendo.Io, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Pendo.Io, Inc. Retirement Plan assets move in 2024?
Pendo.Io, Inc. Retirement Plan surged - up 38.9% during 2024, from $38M to $53M. Reported net income was $15M.
How have Pendo.Io, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pendo.Io, Inc.'s sponsor-wide assets grew 110.6%, from $25M to $53M.
Where does Pendo.Io, Inc. Retirement Plan rank by assets among Form 5500 filers?
Pendo.Io, Inc. Retirement Plan ranks in the 85th 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 Pendo.Io, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Sirsidynix 401(k) Profit Sharing Plan in UT ($53M, 227 participants).

Scale reading

Ways to act on Pendo.Io, Inc. Retirement Plan's numbers.