401(k) · DOL Form 5500 · 2024

Nerdwallet, Inc. 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
710
Participants Below avg headcount
91st
Percentile by assets National rank
$162,992
Avg per participant Above avg balance/head
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Official DOL plan name: Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Nerdwallet, Inc. · California · Professional & Technical Services

$116M in assets, 710 participants

Nerdwallet, Inc.'s Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported $116M in total assets and 710 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.

  • #18,682 in Professional & Technical Services (20,173 peers)

Where Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $116M for 710 participants (~$162,992/participant), up 17.6% in 2024.

#18,682
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$115,724,514 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

Nerdwallet, Inc. 401(k) Profit Sharing Plan and 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. Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (710 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $26M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $98M in the plan year 2023 filing to $116M in the plan year 2024 filing.
  • Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 730 in the plan year 2023 filing to 710 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454180440 · Nerdwallet, Inc. PY 2024 · 401(k)

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust · $116M · 710 · 91st

  • EBSA $116M
  • EBSA 710
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Buffalo Rock Co. 401(k) Retirement Plan
  • EBSA ind #18682

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 California →

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Green Companies, Inc. 401(k) PlanGreen Companies, Inc. 401(k)…$116MAgustawestland Philadelphia Corporation 401(k) Savings PlanAgustawestland Philadelphia …$116MBuffalo Rock Co. 401(k) Retirement PlanBuffalo Rock Co. 401(k) Reti…$116MNerdwallet, Inc. 401(k) Profit Sharing Plan and TrustNerdwallet, Inc. 401(k) Prof…$116MTmp Worldwide Advertising & Communications, LLC 401(k) Savings PlanTmp Worldwide Advertising & …$116M
End-of-year total assets ($M) among Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$116M
Net Income$17M
Employer EIN454180440
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nerdwallet, Inc.)

Sponsor-wide plan assets over time

All Nerdwallet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116M 59.597510557993715% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.5M $116M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 633 $73M
2023 1 730 $98M
2024 1 710 $116M

Nearby 401(k) Plans in California

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

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.115724514 · Participants: 710Nerdwallet, Inc. 401(k) Profit Sharing Plan and 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
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Buffalo Rock Co. 401(k) Retirement Plan in AL ($116M); by covered participants it is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (710 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (710 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 Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 17.6% during 2024, from $98M to $116M. Reported net income was $17M.
How have Nerdwallet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nerdwallet, Inc.'s sponsor-wide assets grew 59.6%, from $73M to $116M.
Where does Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust 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 Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Buffalo Rock Co. 401(k) Retirement Plan in AL ($116M, 2,357 participants).
Which 401(k) plans cover a similar participant headcount to Nerdwallet, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (710 participants, $66M 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 454180440.

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.