My Plan Facts

Abridge Ai Inc. 401(k) Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $4,432 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Abridge Ai Inc., Pittsburgh, PA
EIN and plan number
82-4607710, plan 001
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 463 participants.

Net assets were $18,135,306 at the end of that plan year.

Employer contributions were $4,432 for each active participant in that plan year.

Participant contributions were $11,833 for each active participant.

By participants, it was number 1,377 of 3,444 defined contribution plans with 100 or more participants and a filing address in Pennsylvania.

By net assets, it was number 1,856 of 3,307.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its Schedule C compensation for each participant was $18.06 in plan year 2025.

The median of defined contribution plans with 250 to 499 participants was $141 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 17,529 defined contribution plans with 250 to 499 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$1,830,220
Active participants31 Dec 2025
413
Employer contributions for each active participant
$4,432
Among plans of the same type and size$4,432plan year 2024

The plan is at the 80th percentile of the group. The quartiles of the group are $993, $2,016 and $3,797. Among plans of the same sector, the plan is at the 80th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$4,887,222
Rollovers and other contributions
$6,041,122
Participant contributions for each active participant
$11,833
Among plans of the same type and size$11,833plan year 2024

The plan is at the 93rd percentile of the group of 16,632 plans. The quartiles of the group are $2,518, $4,300 and $7,029. Among plans of the same sector, the plan is at the 94th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$12,758,564

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 250 to 499 participants, Manufacturing sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Investment advisory and management fees
$8,363
Recordkeeping fees
$1,080
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$9,443
Administrative expenses for each participant$20.40plan year 2024

The plan is at the 13th percentile of the group. The quartiles of the group are $52.98, $133 and $225. Among plans of the same sector, the plan is at the 10th percentile.

Direct compensation
$8,363
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$8,363
Schedule C compensation for each participant$18.06plan year 2024

The plan is at the 10th percentile of the group. The quartiles of the group are $64.80, $141 and $233. Among plans of the same sector, the plan is at the 7th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$4,453,062
Total income, with the result of the investments
$14,788,398
Benefits paid
$1,091,020
Total expenses
$1,106,154
Net income
$13,682,244
Net transfers
$0
Net assets, 31 Dec 2025
$18,135,306
Active participants
413
Retired or separated, with benefits now
0
Retired or separated, with benefits later
50
Participants with an account balance
430
Participants, 31 Dec 2025
463
Net assets for each participant$39,169plan year 2024

The plan is at the 42nd percentile of the group. The quartiles of the group are $24,767, $48,669 and $88,769. Among plans of the same sector, the plan is at the 28th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$18.0M 99.3%
Participant loans
$113K 0.6%
Cash (interest and non-interest bearing)
$12K 0.1%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Abridge Ai Inc. 401(k) Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Guideline Investments, LLCInvestment advisory (participants); Investment advisory (plan); Investment management; Named fiduciary$8,363$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Failure to transmit participant contributionsSchedule H line 4a
Yes, $148
Fidelity bondSchedule H line 4d
Yes, $500,000
Blackout period in the plan yearSchedule H line 4m
No
Marks on the form
automatic enrollment
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 334500: Navigational, Measuring, Electromedical, & Control Instruments Mfg.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
SRC Ventures, Inc. 401(k) Retirement PlanSRC Ventures, Inc.491
Universal Avionics Systems Corporation 401(k) Profit Sharing PlanUniversal Avionics Systems Corporation431
Skyline Displays 401(k) PlanSkyline Displays, LLC499
Cytek Biosciences 401(k) Retirement PlanCytek Biosciences, Inc.430
Element Biosciences 401(k) PlanElement Biosciences, Inc.506
Sechan Electronics, Inc. 401(k) Profit Sharing PlanSechan Electronics, Inc.424
New England Controls, Inc. Employee Stock Ownership PlanNew England Controls, Inc.538
Qvi 401-K PlanQuality Vision International Inc.423
Vega Americas, Inc. 401(k) Profit Sharing PlanVega Americas, Inc.543
Sechan Electronics, Inc. Employee Stock Ownership PlanSechan Electronics, Inc.421

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Abridge Ai Inc. 401(k) Plan." https://myplanfacts.com/plan/824607710-001-abridge-ai-inc-401-k-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 82-4607710, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $1,830,220 for the plan year that ended 31 Dec 2025. Participants contributed $4,887,222 in total in that plan year.

What fees does the filing show?

The plan reported $9,443 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $8,363 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 1 organisation. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 15 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.