401(k) · DOL Form 5500 · 2024

Observe, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
136
Participants Small participant base
54th
Percentile by assets National rank
$66,409
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Observe, Inc. 401(k) Plan · Sponsored by Observe, Inc. · California · Professional & Technical Services

$9M in assets, 136 participants

Observe, Inc.'s Observe, Inc. 401(k) Plan reported $9M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,441 in Professional & Technical Services (20,173 peers)

Coverage in California

Observe, Inc. 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,441
in Professional & Technical Services (20,173 peers)
+66.0%
assets growth YoY

Observe, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Observe, Inc. 401(k) Plan vs every filed plan by assets

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

$9,031,632 Top 46% higher than 54% 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

Observe, Inc. 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. Observe, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

Published 5500 schedule card

Filing strip 822958218 · Observe, Inc. PY 2024 · 401(k)

Observe, Inc. 401(k) Plan · $9M · 136 · 54th

  • BOOK $9M
  • VS-ST 136
  • BOY 54th
  • SCH 401(k)
  • EBSA near Cote Family Companies, Inc. Retirement Savings Plan
  • PART ind #10441

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 →

Observe, Inc. 401(k) Plan in the asset neighbourhood

Observe, Inc. 401(k) Plan$9MCote Family Companies, Inc. Retirement Savings PlanCote Family Companies, Inc. …$9MMatson Lumber Company 401(k) Profit Sharing PlanMatson Lumber Company 401(k)…$9MHeimes Corp. 401(k) Plan$9MRuscorr, LLC 401(k) Retirement PlanRuscorr, LLC 401(k) Retireme…$9M
End-of-year total assets ($M) among Observe, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$4M
Employer EIN822958218
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Observe, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Observe, Inc. 401(k) Plan, Total assets ($B): 0.009031632 · Participants: 136Observe, Inc. 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
Observe, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Observe, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Cote Family Companies, Inc. Retirement Savings Plan in MN ($9M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Observe, Inc. 401(k) Plan assets move in 2024? ▼
Observe, Inc. 401(k) Plan surged - up 66.0% during 2024, from $5M to $9M. Reported net income was $4M.
Which 401(k) plans are similar in size to Observe, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cote Family Companies, Inc. Retirement Savings Plan in MN ($9M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Observe, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 822958218.

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.