Yardi Systems 401(k) plan

Yardi Systems, Inc., Goleta, CA. EIN 77-0049051. Annual reports 2009–2024.

Yardi Systems, Inc. has one active retirement plan on file, the Yardi Systems, Inc. 401(k) Profit Sharing Plan, with 5,849 participants and $780 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Yardi Systems's filings since 2009.

Active plans: 1
Participants: 5,849
Plan assets: $780 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Information and media

The plan

Yardi Systems, Inc. 401(k) Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 77-0049051
Participants (2024): 5,849
Net assets (2024): $780 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Yardi Systems, Inc.
430 South Fairview Ave.
Goleta, CA 93117
(805) 699-2040As filed for 2024
In effect since: January 1, 1985

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,849	$780 million	Fidelity
2023	6,069	$624 million	Fidelity
2022	5,779	$466 million	Fidelity
2021	5,178	$519 million	Fidelity
2020	4,679	$421 million	Fidelity
2019	4,391	$326 million	Fidelity
2018	4,060	$240 million	Fidelity
2017	3,678	$223 million	Fidelity
2016	3,311	$165 million	Fidelity
2015	3,034	$140 million	Fidelity
2014	2,620	$128 million	Fidelity
2013	2,209	$109 million	Fidelity
2012	1,877	$81.9 million	Fidelity
2011	1,462	$64.4 million	Fidelity
2010	1,144	$58.0 million	Fidelity
2009	941	$44.5 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Yardi Systems, Inc. 401(k) Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((805) 699-2040). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Yardi Systems, Inc. 401(k) Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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