401(k) · DOL Form 5500 · 2024

Conversica, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
119
Participants Small participant base
66th
Percentile by assets National rank
$134,289
Avg per participant Near avg balance/head
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Official DOL plan name: Conversica, Inc. 401(k) Plan · Sponsored by Conversica, Inc. · California · Professional & Technical Services

$16M in assets, 119 participants

Conversica, Inc.'s Conversica, Inc. 401(k) Plan reported $16M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,082 in Professional & Technical Services (20,173 peers)

Coverage in California

Conversica, Inc. 401(k) Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $16M.

#13,082
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY

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

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

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

$15,980,345 Top 34% higher than 66% 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

Conversica, 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. Conversica, Inc. 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Conversica, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Conversica, Inc. 401(k) Plan reported participants fell from 155 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • Conversica, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 812082659 · Conversica, Inc. PY 2024 · 401(k)

Conversica, Inc. 401(k) Plan · $16M · 119 · 66th

  • BOY $16M
  • SCH 119
  • EBSA 66th
  • PART 401(k)
  • TYPE near 403(b) Thrift Plan for Employees of Washburn Center for Children
  • NET ind #13082

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 →

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

Conversica, Inc. 401(k) Plan$16M403(b) Thrift Plan for Employees of Washburn Center for Children403(b) Thrift Plan for Emplo…$16MMillstone Medical Outsourcing, LLC 401(k) Retirement PlanMillstone Medical Outsourcin…$16MEnglefield, Inc. Savings and Retirement 401(k) PlanEnglefield, Inc. Savings and…$16MSpice World 401(k) Plan$16M
End-of-year total assets ($M) among Conversica, 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)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN812082659
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conversica, Inc.)

Sponsor-wide plan assets over time

All Conversica, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.16831820165402% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 173 $12M
2023 1 155 $14M
2024 1 119 $16M

Nearby 401(k) Plans in California

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

Conversica, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Conversica, Inc. 401(k) Plan, Total assets ($B): 0.015980345 · Participants: 119Conversica, 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
Conversica, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Washburn Center for Children in MN ($16M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Conversica, Inc. 401(k) Plan assets move in 2024?
Conversica, Inc. 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $14M to $16M. Reported net income was $2M.
How have Conversica, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Conversica, Inc.'s sponsor-wide assets grew 37.2%, from $12M to $16M.
Which 401(k) plans are similar in size to Conversica, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Washburn Center for Children in MN ($16M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Conversica, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A in assets).