Sumo Logic, Inc. 401(k) Plan: Login, Facts & Contact Information

Sumo Logic, Inc. 401(k) Plan Facts

Plan name
SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUMO LOGIC, INC.
Participants
730 (479 active employees)
Former employees with a balance
270
Plan assets
$46,772,017 at Dec 31, 2024
Average account balance
$69,601 across 672 accounts
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 15, 2011
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.90 million went into the plan in contributions.
  • $10.6 million was paid out to participants.
  • Investment and other income added $7.14 million.
  • Administrative expenses were $11,746, about $17 per account.

How the Sumo Logic, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019451$12.0 million—$1.49 million
2020676$18.7 million$0$1.21 million
2021609$30.5 million$23,335$4.61 million
2022772$29.4 million$0$4.80 million
2023826$40.3 million$0$6.88 million
2024730$46.8 million$0$10.6 million

Sumo Logic, Inc. 401(k) Contact Information

Phone
650-395-7540
Mailing address
855 MAIN STREET, STE 100, REDWOOD CITY CA 94063
Plan sponsor
SUMO LOGIC, INC.
Employer identification number (EIN)
27-2234444
Plan number
001

Questions about the Sumo Logic, Inc. 401(k)

Does Sumo Logic, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Sumo Logic, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sumo Logic, Inc 401(k) plan?

730 participants at the start of plan year 2024, 479 of them active employees, and 270 former employees who still had money in the plan.

What is the average 401(k) balance at Sumo Logic, Inc?

About $69,601 per account: $46.8 million in plan assets across 672 accounts with a balance at the end of plan year 2024.

Who manages the Sumo Logic, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sumo Logic, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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