401(k) · DOL Form 5500 · 2024
Gladly Software, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $88,333
- Avg per participant Below avg balance/head
Official DOL plan name: Gladly Software, Inc. Retirement Trust · Sponsored by Gladly Software, Inc. · California · Information & Media
$14M in assets, 162 participants
Gladly Software, Inc.'s Gladly Software, Inc. Retirement Trust reported $14M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,452 in Information & Media (2,822 peers)
Coverage in California
Gladly Software, Inc. Retirement Trust covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $14M.
- #1,452
- in Information & Media (2,822 peers)
- +33.9%
- assets growth YoY
Gladly Software, Inc. Retirement Trust's mid-pack asset rank among Information & Media and all filers
Gladly Software, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,309,881 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Gladly Software, Inc. Retirement 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. Gladly Software, Inc. Retirement Trust sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gladly Software, Inc. Retirement Trust end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Gladly Software, Inc. Retirement Trust reported participants rose from 148 in the plan year 2023 filing to 162 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 471938875 · Gladly Software, Inc. PY 2024 · 401(k)
Gladly Software, Inc. Retirement Trust · $14M · 162 · 63rd
- PCT $14M
- EIN 162
- RANK 63rd
- PHOTO 401(k)
- IND near Terma Inc. 401(k) Profit Sharing Plan and Trust
- EOY ind #1452
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 California →
Gladly Software, Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 471938875 |
| Plan Effective Date | 2015-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gladly Software, Inc.)
Sponsor-wide plan assets over time
All Gladly Software, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 101.87625150914685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $7M |
| 2023 | 1 | 148 | $11M |
| 2024 | 1 | 162 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Gladly Software, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Terma Inc. 401(k) Profit Sharing Plan and Trust in GA ($14M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Terma Inc. 401(k) Profit Sharing Plan and Trust (GA) $14M · 76
- Polyquest, Inc. 401(k) Profit Sharing Plan (NC) $14M · 235
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Stigler Health and Wellness Center, Inc. (OK) $14M · 409
- North American Rescue, LLC 401(k) Retirement Plan (SC) $14M · 164
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan (OH) 162 · 0 off
- Sirote & Permutt, P. C. Profit Sharing 401(k) Plan (AL) 162 · 0 off
- Ollion 401(k) Plan (WA) 162 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.