401(k) · DOL Form 5500 · 2024

Pendo.Io, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
554
Participants Below avg headcount
85th
Percentile by assets National rank
$96,441
Avg per participant Below avg balance/head
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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.

  • #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.

#17,292
in Professional & Technical Services (20,173 peers)
+38.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pendo.Io, Inc. Retirement Plan's outsized position 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 $2,050,000,000 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

Pendo.Io, Inc. Retirement 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. Pendo.Io, Inc. Retirement Plan sits mid-pack in the medium band (554 participants).

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 →

Form 5500 schedule snapshot

Filing strip 463519724 · Pendo.Io, Inc. PY 2024 · 401(k)

Pendo.Io, Inc. Retirement Plan · $53M · 554 · 85th

  • 5500 $53M
  • ASSETS 554
  • PCT 85th
  • EIN 401(k)
  • RANK near Sirsidynix 401(k) Profit Sharing Plan
  • PHOTO ind #17292

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Pendo.Io, Inc. Retirement Plan in the asset neighbourhood

Retirement Savings Plan for Employees of Hibbert CompanyRetirement Savings Plan for …$53MPendo.Io, Inc. Retirement PlanPendo.Io, Inc. Retirement Pl…$53MSirsidynix 401(k) Profit Sharing PlanSirsidynix 401(k) Profit Sha…$53MThe Conway National Bank Profit-Sharing and Savings PlanThe Conway National Bank Pro…$53MSpectra Logic 401(k) Profit Sharing PlanSpectra Logic 401(k) Profit …$53M
End-of-year total assets ($M) among Pendo.Io, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Pendo.Io, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 110.56164058240647% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.4M $53.4M ▲ +110.6%
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 ($B) Participants Pendo.Io, Inc. Retirement Plan, Total assets ($B): 0.053428555 · Participants: 554Pendo.Io, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Pendo.Io, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Pendo.Io, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sirsidynix 401(k) Profit Sharing Plan in UT ($53M); by covered participants it is Educational Employees Credit Union 401(k) Plan in CA (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (554 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 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).
Which 401(k) plans cover a similar participant headcount to Pendo.Io, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Educational Employees Credit Union 401(k) Plan in CA (554 participants, $91M in assets).