Five9 401(k) match, vesting and fees
What Five9's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,088 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Five9: employer contribution per participant | $1,650 | |
| Peer median | $2,553 |
| Five9: average balance | $112,668 | |
| Peer median | $100,158 |
| Five9: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $140M at the end of plan year 2023 to $180M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,808 | $180M | $2.6M | $1,650 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,729 | $140M | $2.4M | $1,577 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Five9 match 401(k) contributions?
The match terms for the Five9, Inc.401(K) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $1,650 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Five9 401(k) match vested?
The vesting schedule for the Five9, Inc.401(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Five9 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Five9, Inc..
I left Five9. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Five9, Inc., (925) 201-2209) or the recordkeeper, Fidelity Investments Institutional. The Five9 old 401(k) page lists the contacts from every plan filing. Find an old Five9 401(k)
Data from the public Form 5500 annual reports Five9 filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Five9. Not financial advice. Report a correction · Methodology