401(k) · DOL Form 5500 · 2022

Year Up, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
759
Participants Near avg headcount
89th
Percentile by assets National rank
$70,308
Avg per participant Below avg balance/head
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Official DOL plan name: Year Up, Inc. 401(k) Plan · Sponsored by Year Up, Inc. · Massachusetts · Educational Services

$53M in assets, 759 participants

Year Up, Inc.'s Year Up, Inc. 401(k) Plan reported $53M in total assets and 759 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,169 in Educational Services (4,024 peers)

Where Year Up, Inc. 401(k) Plan sits by assets

Year Up, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 759 participants (~$70,308/participant), down 9.3% in 2022.

#3,169
in Educational Services (4,024 peers)
-9.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Year Up, Inc. 401(k) Plan's outsized position by total assets

Year Up, Inc. 401(k) Plan vs every filed plan by assets

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

$53,363,461 Top 11% higher than 89% 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

Year Up, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Year Up, Inc. 401(k) Plan sits mid-pack in the medium band (759 participants).

EBSA filing schedule strip

Filing strip 043534407 · Year Up, Inc. PY 2022 · 401(k)

Year Up, Inc. 401(k) Plan · $53M · 759 · 89th

  • 5500 $53M
  • ASSETS 759
  • PCT 89th
  • EIN 401(k)
  • RANK near Clark Nuber P.S. Retirement Savings Plan
  • PHOTO ind #3169

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 Educational Services retirement plans → · Plans in Massachusetts →

Year Up, Inc. 401(k) Plan in the asset neighbourhood

Annadel Medical Group 401(k) PlanAnnadel Medical Group 401(k)…$53MMaster-Halco, Inc. Retirement Savings Value PlanMaster-Halco, Inc. Retiremen…$53MYear Up, Inc. 401(k) Plan$53MClark Nuber P.S. Retirement Savings PlanClark Nuber P.S. Retirement …$53MHydro Gear Retirement Plan$53M
End-of-year total assets ($M) among Year Up, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$53M
Net Income-$5M
Employer EIN043534407
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Year Up, Inc.)

Sponsor-wide plan assets over time

All Year Up, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 52.58372390801264% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53.4M $81.4M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 759 $53M
2023 1 909 $68M
2024 1 742 $81M

Nearby 401(k) Plans in Massachusetts

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

Year Up, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Year Up, Inc. 401(k) Plan, Total assets ($B): 0.053363461 · Participants: 759Year Up, Inc. 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
Year Up, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Year Up, Inc. 401(k) Plan side-by-side with 3 peers →

Year Up, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Clark Nuber P.S. Retirement Savings Plan in WA ($53M); by covered participants it is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (759 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Year Up, Inc. 401(k) Plan assets move in 2022? ▼
Year Up, Inc. 401(k) Plan pulled back noticeably - down 9.3% during 2022, from $59M to $53M. Reported net income was -$5M.
How have Year Up, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Year Up, Inc.'s sponsor-wide assets grew 52.6%, from $53M to $81M.
Where does Year Up, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Year Up, Inc. 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Year Up, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clark Nuber P.S. Retirement Savings Plan in WA ($53M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Year Up, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (759 participants, $18M 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 043534407.

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.