401(k) · DOL Form 5500 · 2024

Notarize, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 203
Participants Below avg headcount: 61st
Percentile by assets National rank: $61,756
Avg per participant Low balance/head

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

$13M in assets, 203 participants

Notarize, Inc.'s Notarize 401(k) Plan reported $13M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#11,961 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Notarize 401(k) Plan covers 203 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#11,961
in Professional & Technical Services (20,173 peers): +32.5%
assets growth YoY

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

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

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

$12,536,531 Top 39% higher than 61% 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

Notarize 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. Notarize 401(k) Plan sits mid-pack in the medium band (203 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Notarize 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Notarize 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Notarize 401(k) Plan reported participants fell from 236 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 473768464 · Notarize, Inc. PY 2024 · 401(k)

Notarize 401(k) Plan · $13M · 203 · 61st

EOY $13M
5500 203
ASSETS 61st
PCT 401(k)
EIN near Ingenesis, Inc. 401(k) Plan
RANK ind #11961

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 Massachusetts →

End-of-year total assets ($M) among Notarize 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$13M
Net Income	$3M
Employer EIN	473768464
Plan Effective Date	2022-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Notarize, Inc.)

Latest sponsor-wide plan assets: $13M 32.45315655910657% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	236	$9M
2024	1	203	$13M

Nearby 401(k) Plans in Massachusetts

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

Notarize 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Notarize 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Ingenesis, Inc. 401(k) Plan in TX ($13M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Ingenesis, Inc. 401(k) Plan (TX) $13M · 1,000
Stokes Automotive, Inc. 401(k) Savings Plan (SC) $13M · 250
Kaspar Companies & Affiliates 401(k) Savings Plan (TX) $13M · 398
Air Stream Air Conditioning Corp. Profit Sharing Plan & Trust (NY) $13M · 31

Similar participant headcount

Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.

Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 203 · 0 off
Pembina U.S. Corporation Wealth Accumulation Plan (TX) 203 · 0 off
Tax Defense Network 401(k) Plan (FL) 203 · 0 off
Homestead Village, Inc. 401(k) Plan (PA) 203 · 0 off

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 Notarize 401(k) Plan assets move in 2024? ▼

Notarize 401(k) Plan surged - up 32.5% during 2024, from $9M to $13M. Reported net income was $3M.

How have Notarize, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Notarize, Inc.'s sponsor-wide assets grew 32.5%, from $9M to $13M.

Which 401(k) plans are similar in size to Notarize 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ingenesis, Inc. 401(k) Plan in TX ($13M, 1,000 participants).

Which 401(k) plans cover a similar participant headcount to Notarize 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 473768464.