How big is Uipath, Inc.'s plan?

Uipath, Inc.'s plan reported $202.2M in assets and 1,139 participants for 2024.

Original filing (PDF)20250925113235NAL0008468321001

Uipath, Inc.

Name: Uipath, Inc. — Uipath, Inc. Profit Sharing Plan and, Form 5500 (2024)
Creator: Uipath, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Uipath, Inc. Profit Sharing Plan and Trust

401(k) retirement plan · Uipath, Inc.'s Uipath, Inc. Profit Sharing Plan and Trust held $202.2M in plan assets for 1,139 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

1,139

Accounts w/ balance

1,657

Plan assets (EOY)

$202.2M

Net assets (EOY)

$202.2M

People on this filing

Cheri Burke signed Uipath, Inc.'s 2024 Form 5500 as plan administrator.

Cheri Burke — 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

Uipath, Inc.'s EIN is 47-4333187.

EIN 47-4333187

Plan number 001

Plan year 2024

ACK ID 20250925113235NAL0008468321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uipath, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

37 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

Plan health

Vendor & structure

100

Knocking points off

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

Plan sponsor

Name

UIPATH, INC.

EIN

all filings

Address

ONE VANDERBILT AVENUE · 60TH FLOOR · NEW YORK, NY · 10017

Phone

(844) 432-0455

Industry

All Other Professional Services· Professional & Technical Services

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

2025-09-25

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$56K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$51K	—
SEQUOIA FINANCIAL ADVISORS LLC

Investments

37 direct securities· $169.6M(84% of reported assets)

Mutual Funds

$122.1M

22 holdings

Common Collective Trusts

$37.4M

7 holdings

Other securities

$6.1M

6 holdings

Self-Directed Brokerage

$3.4M

1 holding

Common Stocks

$606K

1 holding

					% of plan
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$20.0M	9.9%
Fidelity Balanced Fund Class K Mutual Fund	Mutual Funds	—	—	$15.5M	7.7%
Fidelity Freedom Index 2055 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$14.5M	7.2%
Fidelity Freedom Index 2050 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$12.3M	6.1%
Fidelity Freedom Index 2060 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$11.0M	5.4%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$10.9M	5.4%
Fidelity Freedom Index 2040 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$10.2M	5.0%
Fidelity Freedom Index 2045 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$9.8M	4.9%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$9.1M	4.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.5M	3.2%
Fidelity Freedom Index 2035 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$6.3M	3.1%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$5.7M	2.8%
Fidelity Freedom Index 2030 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$4.9M	2.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.1M	2.0%
Money market fund * Fidelity Government Money Market Fund Class K6 Money Market Fund	Mutual Funds	—	—	$3.8M	1.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.4M	1.7%
Money market funds, cash, common * Fidelity Brokerage Link Account stocks, options	Self-Directed Brokerage	—	—	$3.4M	1.7%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.3M	1.1%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$2.0M	1.0%
Voya Intermediate Bond Fund Class R6 Mutual Fund	Other securities	—	—	$1.8M	0.9%
Fidelity Freedom Index 2065 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$1.8M	0.9%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$1.5M	0.7%
Fidelity Strategic Dividend & Income Fund Mutual Fund	Mutual Funds	—	—	$1.4M	0.7%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	0.6%
Fidelity Freedom Index 2025 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$1.2M	0.6%
BlackRock High Yield Bond K Mutual Fund	Other securities	—	—	$1.1M	0.6%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$1.1M	0.5%
Fidelity Strategic Income Fund 0 Mutual Fund	Mutual Funds	—	—	$759K	0.4%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$606K	0.3%
Vanguard FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$417K	0.2%
Janus Henderson Triton Fund Class N Mutual Fund	Mutual Funds	—	—	$353K	0.2%
PGIM Total Return Bond Fund Class R6 Mutual Fund	Other securities	—	—	$259K	0.1%
American Century Short Duration R6 Mutual Fund	Other securities	—	—	$256K	0.1%
Fidelity Freedom Index 2020 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$181K	<0.1%
Fidelity Freedom Index 2015 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$62K	<0.1%
Fidelity Freedom Index Income Fund Premier Class Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
Fidelity Freedom Index 2070 Fund Premier Class Mutual Fund	Mutual Funds	—	—	$9K	<0.1%