How big is Jotform Inc.'s plan?

Jotform Inc.'s plan reported $4.0M in assets and 72 participants for 2024.

Original filing (PDF)20250730072909NAL0007582418001

Jotform Inc.

Name: Jotform Inc. — Jotform Inc. Retirement Trust, Form 5500 (2024)
Creator: Jotform Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jotform Inc. Retirement Trust

401(k) retirement plan · Jotform Inc.'s Jotform Inc. Retirement Trust held $4.0M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Jotform Inc.'s EIN is 46-5729519.

EIN 46-5729519

Plan number 001

Plan year 2024

ACK ID 20250730072909NAL0007582418001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jotform Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 JOTFORM INC..

Finding similar companies…

Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JOTFORM INC.

EIN

all filings

Address

4 EMBARCADERO CTR · SUITE 780 · SAN FRANCISCO, CA · 94111

Phone

(415) 317-0927

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Data Processing, Hosting plans

Compucom, Inc.

Compucom Retirement Savings Plan

$4.0M · 32 participants

C/W MARS, Inc.

C/W MARS, Inc. Defined Contribution Retirement Plan

$4.0M · 19 participants

Thunder Data Systems, Inc.

Thunder Data Systems, Inc. Defined Benefit Pension Plan

$4.0M · 4 participants

Tungsten Network Inc.

Tungsten Network Inc. 401(k) Plan

$4.0M · 32 participants

Data Processing Professionals, Inc.

Data Processing Professionals, Inc. Defined Benefit Pension Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.