How big is Hubspot, Inc.'s plan?

Hubspot, Inc.'s plan reported $568.3M in assets and 4,766 participants for 2024.

Original filing (PDF)20251014114647NAL0002799089001

Hubspot, Inc.

Name: Hubspot, Inc. — Hubspot, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Hubspot, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hubspot, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Hubspot, Inc.'s Hubspot, Inc. 401(k) Profit Sharing Plan & Trust held $568.3M in plan assets for 4,766 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

4,766

Accounts w/ balance

6,524

Plan assets (EOY)

$568.3M

Net assets (EOY)

$568.3M

People on this filing

Peter Suranyi signed Hubspot, Inc.'s 2024 Form 5500 as plan administrator.

Peter Suranyi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hubspot, Inc.'s EIN is 20-2632791.

EIN 20-2632791

Plan number 001

Plan year 2024

ACK ID 20251014114647NAL0002799089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hubspot, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hubspot, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUBSPOT, INC..

Finding similar companies…

How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

HUBSPOT, INC.

EIN

all filings

Address

25 1ST STE 200 · CAMBRIDGE, MA · 02141

Phone

(888) 482-7768

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MATTHEW J. BERNIER, CPA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$282K	—

Investments

43 direct securities· $568.3M(100% of reported assets)

Mutual Funds

$424.9M

37 holdings

Common Collective Trusts

$129.3M

2 holdings

Other securities

$9.7M

2 holdings

Bonds / Notes

$2.8M

1 holding

U.S. Treasuries

$1.7M

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$129.2M	22.7%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$83.9M	14.8%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$58.3M	10.3%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$52.6M	9.3%
Vanguard Growth Index Mutual Fund	Mutual Funds	—	—	$23.2M	4.1%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$22.2M	3.9%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$20.9M	3.7%
Vanguard Value Index Mutual Fund	Mutual Funds	—	—	$20.5M	3.6%
Vanguard S&P Mid Cap 400 Mutual Fund	Mutual Funds	—	—	$14.1M	2.5%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$13.6M	2.4%
DFA Emerging Market Core Equity Mutual Fund	Mutual Funds	—	—	$10.6M	1.9%
Dodge & Cox Income Mutual Fund	Mutual Funds	—	—	$10.5M	1.8%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$9.6M	1.7%
Vanguard S&P Small Cap 600 Mutual Fund	Mutual Funds	—	—	$9.4M	1.7%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$8.9M	1.6%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$8.6M	1.5%
Lord Abbett Short Duration Inc Mutual Fund	Mutual Funds	—	—	$8.1M	1.4%
Voya Mid Cap Opportunities R6 Mutual Fund	Other securities	—	—	$8.1M	1.4%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$7.8M	1.4%
Vanguard FTSE All-World Small Cap Index Mutual Fund	Mutual Funds	—	—	$6.3M	1.1%
Vanguard Treasury Money Market Mutual Fund	Mutual Funds	—	—	$5.6M	1.0%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$4.1M	0.7%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$4.0M	0.7%
Vanguard Explorer Admin Mutual Fund	Mutual Funds	—	—	$3.9M	0.7%
American Funds Europac Growth R6 Mutual Fund	Mutual Funds	—	—	$3.3M	0.6%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$3.0M	0.5%
Notes Receivable from Participants 4.25% - 9.50%	Bonds / Notes	—	—	$2.8M	0.5%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	0.4%
American Funds US Government Securities Mutual Fund	Mutual Funds	—	—	$2.0M	0.3%
Lord Abbett Ultra Short Bond Mutual Fund	U.S. Treasuries	—	—	$1.7M	0.3%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	0.3%
DFA US Target Value Mutual Fund	Mutual Funds	—	—	$1.6M	0.3%
Participant-Directed Investments, at Fair Value JPMorgan Global Bond Opportunities Mutual Fund	Other securities	—	—	$1.6M	0.3%
Vanguard Wellesley Admin Mutual Fund	Mutual Funds	—	—	$1.3M	0.2%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	0.2%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$548K	<0.1%
Fidelity Freedom Index Inc Mutual Fund	Mutual Funds	—	—	$486K	<0.1%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$342K	<0.1%
Fidelity Freedom Index 2070 Fund Mutual Fund	Mutual Funds	—	—	$301K	<0.1%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$221K	<0.1%
Fidelity Freedom Inc Mutual Fund	Mutual Funds	—	—	$86K	<0.1%
Vanguard FTSE Social Index Fund Mutual Fund	Common Collective Trusts	—	—	$33K	<0.1%
Participant-Directed Investments, at Fair Value (continued) * Fidelity Freedom 2070 Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%