Employers › F5
Recordkeeping fees per participant · F5, Inc. 401(k) Profit Sharing Plan and Trust · plan year 2024
$22.84
Higher than 29% of the 790 plans over $1B that report it.
= $94,430 / 4,135
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014172938NAL0007032466001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014172938NAL0007032466001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$32.24
Higher than 30% of the 1,045 plans over $1B that report it.
= $133,298 / 4,135
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014172938NAL0007032466001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014172938NAL0007032466001, received 2025-10-14
Administrative expenses per participant
$96.07
Higher than 68% of the 1,076 plans over $1B that report it.
= $397,230 / 4,135
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014172938NAL0007032466001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014172938NAL0007032466001, received 2025-10-14
Administrative expenses as a share of assets
0.037%
Higher than 39% of the 1,076 plans over $1B that report it.
= $397,230 / $1,065,433,898
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014172938NAL0007032466001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014172938NAL0007032466001, received 2025-10-14
Employer contributions per participant
$2,524
Higher than 28% of the 1,135 plans over $1B that report it.
= $10,438,660 / 4,135
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014172938NAL0007032466001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014172938NAL0007032466001, received 2025-10-14
Employer share of total contributions
13.0%
Higher than 3% of the 1,135 plans over $1B that report it.
= $10,438,660 / $80,230,498
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014172938NAL0007032466001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014172938NAL0007032466001, received 2025-10-14
Vesting
“Contributions made by the Company vest over four years.”
Form 10-K filed 2025-11-25, for the year ended 2025-09-30 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-09-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014172938NAL0007032466001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | F5, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Plan name | F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Sponsor EIN / plan number | 91-1714307 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Sponsor location | SEATTLE, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Industry (business code) | 541511, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Participants, beginning of year | 4,601 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Active participants | 2,992 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Participants, end of year | 4,391 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Participants with an account balance | 4,135 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Total assets, beginning of year | $907,191,449 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Total assets, end of year | $1,065,433,898 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Net assets, end of year | $1,065,433,898 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Total income | $245,424,054 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Net income | $158,242,449 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Employer contributions | $10,438,660 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Participant contributions | $59,820,758 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $9,971,080 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Total contributions | $80,230,498 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Benefit payments | $86,809,120 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $87,181,605 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Total administrative expenses | $397,230 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Contract administrator fees | $7,500 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Recordkeeping fees | $94,430 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| IQPA audit fees | $30,060 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Investment advisory and management fees | $263,932 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Administrative expenses excluding investment management | $133,298 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Held in common/collective trusts | $573,223,366 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Held in mutual funds | $472,609,628 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014172938NAL0007032466001, received 2025-10-14 |
| Independent auditor | CLARK NUBER P.S. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014172938NAL0007032466001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014172938NAL0007032466001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $193,932 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $101,930 | yes |
| RBC WEALTH MANAGEMEN | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $70,000 | no |
| CLARK NUBER | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $30,060 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014172938NAL0007032466001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $907,191,449 | $1,065,433,898 | 17.4% |
| Participants with a balance | 4,237 | 4,135 | -2.4% |
| Administrative expenses | $396,859 | $397,230 | 0.1% |
| Recordkeeping fees per participant | $34.89 | $22.84 | -34.5% |
| Employer contributions | $12,592,183 | $10,438,660 | -17.1% |
Prior filing 20241014154911NAL0045178400001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: F5, INC.; SEC registrant: F5, INC. (CIK 1048695, matched by EIN; display name from the Form 10-K cover).