401(k) · DOL Form 5500 · 2024

Confluent Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
394
Participants Below avg headcount
72nd
Percentile by assets National rank
$57,109
Avg per participant Low balance/head
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Official DOL plan name: Confluent Holdings 401(k) Plan · Sponsored by Confluent Holdings, LLC · Missouri · Manufacturing

$23M in assets, 394 participants

Confluent Holdings, LLC's Confluent Holdings 401(k) Plan reported $23M in total assets and 394 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,115 in Manufacturing (17,777 peers)

Confluent Holdings, LLC multi-year trail

Confluent Holdings, LLC's plans moved +344.0% in assets from 2022 to 2024; this filing shows Confluent Holdings 401(k) Plan at $23M / 394 participants.

#11,115
in Manufacturing (17,777 peers)
+61.2%
assets growth YoY

Confluent Holdings 401(k) Plan's outsized position by total assets

Confluent Holdings 401(k) Plan vs every filed plan by assets

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

$22,500,938 Top 28% higher than 72% 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

Confluent Holdings 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. Confluent Holdings 401(k) Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Confluent Holdings 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Confluent Holdings 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Confluent Holdings 401(k) Plan reported participants rose from 277 in the plan year 2023 filing to 394 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474749384 · Confluent Holdings, LLC PY 2024 · 401(k)

Confluent Holdings 401(k) Plan · $23M · 394 · 72nd

  • BOY $23M
  • SCH 394
  • EBSA 72nd
  • PART 401(k)
  • TYPE near State Bar of Arizona 401(k) Plan
  • NET ind #11115

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 Manufacturing retirement plans → · Plans in Missouri →

Confluent Holdings 401(k) Plan in the asset neighbourhood

Confluent Holdings 401(k) PlanConfluent Holdings 401(k) Pl…$23MState Bar of Arizona 401(k) PlanState Bar of Arizona 401(k) …$23MH.J. Baker and Bro., LLC 401(k) Savings PlanH.J. Baker and Bro., LLC 401…$23MFort Collins Women's Clinic, P.C. 401(k) PlanFort Collins Women's Clinic,…$23MHernco 401(k) Plan$22M
End-of-year total assets ($M) among Confluent Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Confluent Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Confluent Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 343.9859674711949% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $5.07M $22.5M ▲ +343.8%
Year Plans Participants Total Assets
2022 1 177 $5M
2023 1 277 $14M
2024 1 394 $23M

Confluent Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$23M
Net Income$9M
Employer EIN474749384
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Confluent Holdings 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Confluent Holdings 401(k) Plan, Total assets ($B): 0.022500938 · Participants: 394Confluent Holdings 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Confluent Holdings 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

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

Outside Missouri, the nearest 401(k) by assets is State Bar of Arizona 401(k) Plan in AZ ($23M); by covered participants it is Calm.Com, Inc. 401(k) Plan in CA (394 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Confluent Holdings 401(k) Plan assets move in 2024?
Confluent Holdings 401(k) Plan surged - up 61.2% during 2024, from $14M to $23M. Reported net income was $9M.
How have Confluent Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Confluent Holdings, LLC's sponsor-wide assets grew 344.0%, from $5M to $23M.
Which 401(k) plans are similar in size to Confluent Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is State Bar of Arizona 401(k) Plan in AZ ($23M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Confluent Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Calm.Com, Inc. 401(k) Plan in CA (394 participants, $29M in assets).