How big is Scale AI, Inc.'s plan?

Scale AI, Inc.'s plan reported $34.3M in assets and 918 participants for 2024.

Original filing (PDF)20250926220421NAL0012310643007

Scale AI, Inc.

Name: Scale AI, Inc. — Scale AI 401(k) Plan, Form 5500 (2024)
Creator: Scale AI, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Scale AI 401(k) Plan

401(k) retirement plan · Scale AI, Inc.'s Scale AI 401(k) Plan held $34.3M in plan assets for 918 participants in 2024, with Guideline as recordkeeper.

Signals · 3

Late participant contributions45% in single holdingCorrective distributions issued

Active participants

918

Accounts w/ balance

1,066

Plan assets (EOY)

$34.3M

Net assets (EOY)

$34.3M

Plan identifiers

Scale AI, Inc.'s EIN is 81-2516208.

EIN 81-2516208

Plan number 001

Plan year 2024

ACK ID 20250926220421NAL0012310643007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scale AI, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

35 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 44K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

SCALE AI, INC.

EIN

all filings

Address

650 TOWNSEND STREET · SAN FRANCISCO, CA · 94103

Phone

(413) 497-2253

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$30K	—

Investments

35 direct securities· $34.1M(99% of reported assets)

Mutual Funds

$31.4M

25 holdings

Common Collective Trusts

$2.5M

9 holdings

Bonds / Notes

$124K

1 holding

					% of plan
Vanguard Group Total Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$15.5M	45.0%
Vanguard Funds Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$5.4M	15.7%
Vanguard Group Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$3.1M	9.0%
Vanguard European Stock Index Admiral Mutual Fund ** 706 Vanguard Emerging Markets Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$2.8M	8.1%
Vanguard Group Index 500 Admiral Mutual Fund	Mutual Funds	—	—	$1.5M	4.4%
Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1.3M	3.8%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$1.1M	3.1%
Vanguard Funds Total International Bond Index Mutual Fund	Mutual Funds	—	—	$997K	2.9%
Vanguard Group Growth Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$866K	2.5%
Vanguard Group FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$310K	0.9%
Vanguard Group Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$150K	0.4%
Vanguard Group Total Institutional Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$138K	0.4%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$124K	0.4%
Vanguard Small-Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$104K	0.3%
Vanguard Group Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$95K	0.3%
Vanguard Group High Dividend Yield Index Admiral Mutual Fund ** 241 Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$92K	0.3%
Vanguard Group Reserve Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$91K	0.3%
Vanguard Group Large Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$90K	0.3%
Vanguard Group Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$82K	0.2%
Vanguard Short-Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$68K	0.2%
Vanguard Group Long-Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$47K	0.1%
Vanguard Group Value Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$43K	0.1%
Vanguard Group Mid Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$36K	0.1%
Vanguard Extended Market Index Mutual Fund	Mutual Funds	—	—	$35K	0.1%
Vanguard Specialized Dividend Appreciation Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$30K	<0.1%
Vanguard Health Care Index Admiral Mutual Fund	Mutual Funds	—	—	$24K	<0.1%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$23K	<0.1%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$21K	<0.1%
Vanguard Group Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Vanguard Telecom Services Index Admiral Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard Intermediate-Term Bond Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$11K	<0.1%
Vanguard Materials Index Admiral Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard Industrials Index Admiral Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Utilities Index Admiral Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard International Equity Index Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%