401(k) · DOL Form 5500 · 2022

Rategravity Inc. Dba Own Up 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
92
Participants Small participant base
30th
Percentile by assets National rank
$16,801
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Own Up 401(k) Plan · Sponsored by Rategravity Inc. Dba Own Up · Massachusetts · Professional & Technical Services

$2M in assets, 92 participants

Rategravity Inc. Dba Own Up's Own Up 401(k) Plan reported $2M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,720 in Professional & Technical Services (21,562 peers)

2022 asset change

Own Up 401(k) Plan surged 49.1% in 2022 ($1M → $2M) for 92 participants.

#5,720
in Professional & Technical Services (21,562 peers)
+49.1%
assets growth YoY

Own Up 401(k) Plan among the smaller filed plans by assets

Own Up 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,545,724 30th percentile higher than 30% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Own Up 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Own Up 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 810821287 · Rategravity Inc. Dba Own Up PY 2022 · 401(k)

Own Up 401(k) Plan · $2M · 92 · 30th

  • VS-ST $2M
  • VS-ST 92
  • VS-ST 30th
  • VS-ST 401(k)
  • VS-ST near Animas Eye Care, PC 401(k) Profit Sharing Plan
  • VS-ST ind #5720

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →

Own Up 401(k) Plan in the asset neighbourhood

Own Up 401(k) Plan$2MAnimas Eye Care, PC 401(k) Profit Sharing PlanAnimas Eye Care, PC 401(k) P…$2MOchoa Lfpc 401(k)$2MLaw Feehan Adams, Lllp 401(k) PlanLaw Feehan Adams, Lllp 401(k…$2MBangor Plastic and Hand Surgery, PA Employee Stock Ownership 401(k) PlanBangor Plastic and Hand Surg…$2M
End-of-year total assets ($M) among Own Up 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$509K
Employer EIN810821287
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Own Up 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Own Up 401(k) Plan, Total assets ($B): 0.001545724 · Participants: 92Own Up 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Own Up 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Own Up 401(k) Plan side-by-side with 3 peers →

Own Up 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Animas Eye Care, PC 401(k) Profit Sharing Plan in CO ($2M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Own Up 401(k) Plan assets move in 2022? ▼
Own Up 401(k) Plan surged - up 49.1% during 2022, from $1M to $2M. Reported net income was $509K.
Which 401(k) plans are similar in size to Own Up 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Animas Eye Care, PC 401(k) Profit Sharing Plan in CO ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Own Up 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810821287.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.