How big is Pulmonx Corporation's plan?

Pulmonx Corporation's plan reported $21.0M in assets and 229 participants for 2024.

Original filing (PDF)20250808171417NAL0002724483001

Pulmonx Corporation

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

Form 5500

FILING_RECEIVED

Pulmonx 401(k) Profit Sharing Plan

401(k) retirement plan · Pulmonx Corporation's Pulmonx 401(k) Profit Sharing Plan held $21.0M in plan assets for 229 participants in 2024, with Empower as recordkeeper.

Active participants

229

Accounts w/ balance

196

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

People on this filing

LISA Paul signed Pulmonx Corporation's 2024 Form 5500 as plan administrator.

LISA Paul — 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

Pulmonx Corporation's EIN is 77-0424412.

EIN 77-0424412

Plan number 001

Plan year 2024

ACK ID 20250808171417NAL0002724483001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pulmonx Corporation'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 PULMONX CORPORATION.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

PULMONX CORPORATION

EIN

all filings

Address

700 CHESAPEAKE DR. · REDWOOD CITY, CA · 94063

Phone

(650) 268-4462

Industry

Manufacturing

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

2025-08-08

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$66K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities· $21.0M(100% of reported assets)

Mutual Funds

$11.3M

13 holdings

Other securities

$6.1M

9 holdings

Common Collective Trusts

$3.3M

1 holding

Bonds / Notes

$368K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.3M	15.6%
Key Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contract	Other securities	—	—	$2.3M	10.9%
American Funds 2030 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$2.2M	10.4%
American Funds 2035 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$2.0M	9.6%
American Funds 2045 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.6M	7.7%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$1.2M	5.6%
Hartford International Opportunities R6 Mutual Fund	Other securities	—	—	$1.2M	5.5%
American Funds 2040 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.1M	5.3%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$1.0M	5.0%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$993K	4.7%
American Funds 2050 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$924K	4.4%
American Funds 2025 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$657K	3.1%
JPMorgan Small Cap Growth R6 Mutual Fund	Other securities	—	—	$515K	2.5%
Eaton Vance Atlanta Capital Smid-Cap R6 Mutual Fund	Other securities	—	—	$377K	1.8%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$368K	1.8%
American Funds 2055 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$277K	1.3%
American Funds 2015 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$263K	1.3%
Cohen & Steers Real Estate Securities Z Mutual Fund	Other securities	—	—	$245K	1.2%
Pioneer Equity Income K Mutual Fund	Other securities	—	—	$235K	1.1%
American Funds 2060 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$96K	0.5%
American Funds 2020 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$74K	0.4%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$43K	0.2%
American Funds 2065 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Allspring Special Small Cap Value R6 Mutual Fund	Other securities	—	—	$25K	0.1%