401(k) · DOL Form 5500 · 2024

Symphonyai, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
418
Participants Below avg headcount
88th
Percentile by assets National rank
$173,381
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Symphonyai 401(k) Plan · Sponsored by Symphonyai, LLC · California · Professional & Technical Services

$72M in assets, 418 participants

Symphonyai, LLC's Symphonyai 401(k) Plan reported $72M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,943 in Professional & Technical Services (20,173 peers)

Where Symphonyai 401(k) Plan sits by assets

Symphonyai 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 418 participants (~$173,381/participant), up 30.9% in 2024.

#17,943
in Professional & Technical Services (20,173 peers)
+30.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

Symphonyai 401(k) Plan vs every filed plan by assets

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

$72,473,100 Top 12% higher than 88% 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

Symphonyai 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. Symphonyai 401(k) Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Symphonyai 401(k) Plan end-of-year assets rose from $55M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Symphonyai 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Symphonyai 401(k) Plan reported participants fell from 471 in the plan year 2023 filing to 418 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813667465 · Symphonyai, LLC PY 2024 · 401(k)

Symphonyai 401(k) Plan · $72M · 418 · 88th

  • PHOTO $72M
  • IND 418
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust
  • PCT ind #17943

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 →

Symphonyai 401(k) Plan in the asset neighbourhood

Scn Bestco 401(k) Plan$72MSachs Electric Company 401(k) Profit Sharing PlanSachs Electric Company 401(k…$72MSymphonyai 401(k) Plan$72MGilmore & Bell, P.C. 401(k) Profit Sharing Plan & TrustGilmore & Bell, P.C. 401(k) …$72MTasc 401(k) Plan$72M
End-of-year total assets ($M) among Symphonyai 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$72M
Net Income$11M
Employer EIN813667465
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symphonyai, LLC)

Sponsor-wide plan assets over time

All Symphonyai, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 30.903853074178993% vs 2023
2024 filing year
$50M$60M$70M$80M 20232024 $55.4M $72.5M ▲ +30.9%
Year Plans Participants Total Assets
2023 1 471 $55M
2024 1 418 $72M

Nearby 401(k) Plans in California

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

Symphonyai 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Symphonyai 401(k) Plan, Total assets ($B): 0.0724731 · Participants: 418Symphonyai 401(k) PlanGoogle 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
Symphonyai 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Symphonyai 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust in MO ($72M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Symphonyai 401(k) Plan assets move in 2024? ▼
Symphonyai 401(k) Plan surged - up 30.9% during 2024, from $55M to $72M. Reported net income was $11M.
How have Symphonyai, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Symphonyai, LLC's sponsor-wide assets grew 30.9%, from $55M to $72M.
Where does Symphonyai 401(k) Plan rank by assets among Form 5500 filers? ▼
Symphonyai 401(k) Plan ranks in the 88th 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 Symphonyai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust in MO ($72M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Symphonyai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants, $8M 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 813667465.

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.