401(k) · DOL Form 5500 · 2022

Rise Companies Corp. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
245
Participants Below avg headcount
67th
Percentile by assets National rank
$46,503
Avg per participant Low balance/head
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Official DOL plan name: Fundrise 401(k) Plan · Sponsored by Rise Companies Corp. · District of Columbia · Real Estate

$11M in assets, 245 participants

Rise Companies Corp.'s Fundrise 401(k) Plan reported $11M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,167 in Real Estate (5,057 peers)

Coverage in District of Columbia

Fundrise 401(k) Plan covers 245 participants in District of Columbia, about 17% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $11M.

#4,167
in Real Estate (5,057 peers)
+64.6%
assets growth YoY

Fundrise 401(k) Plan's outsized position by total assets

Fundrise 401(k) Plan vs every filed plan by assets

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

$11,393,171 Top 33% higher than 67% 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

Fundrise 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. Fundrise 401(k) Plan sits mid-pack in the medium band (245 participants).

EBSA filing schedule strip

Filing strip 454862460 · Rise Companies Corp. PY 2022 · 401(k)

Fundrise 401(k) Plan · $11M · 245 · 67th

  • EIN $11M
  • EIN 245
  • EIN 67th
  • EIN 401(k)
  • EIN near Wilson Smith Cochran Dickerson Employee's Retirement Plan
  • EIN ind #4167

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 Real Estate retirement plans → · Plans in District of Columbia →

Fundrise 401(k) Plan in the asset neighbourhood

Fundrise 401(k) Plan$11MWilson Smith Cochran Dickerson Employee's Retirement PlanWilson Smith Cochran Dickers…$11MDucker Carlisle LLC 401(k) PlanDucker Carlisle LLC 401(k) P…$11MMedical Rehabilitation Centers, LLC 401(k) Profit Sharing PlanMedical Rehabilitation Cente…$11MMetroplains Employees Savings PlanMetroplains Employees Saving…$11M
End-of-year total assets ($M) among Fundrise 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN454862460
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rise Companies Corp.)

Sponsor-wide plan assets over time

All Rise Companies Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 133.1062704140928% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $11.4M $26.6M ▲ +133.2%
Year Plans Participants Total Assets
2022 1 245 $11M
2023 1 307 $19M
2024 1 277 $27M

Nearby 401(k) Plans in District of Columbia

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

Fundrise 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Fundrise 401(k) Plan, Total assets ($B): 0.011393171 · Participants: 245Fundrise 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Fundrise 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Fundrise 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Wilson Smith Cochran Dickerson Employee's Retirement Plan in WA ($11M); by covered participants it is Moyer & Son, Inc. 401(k) Plan in PA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Fundrise 401(k) Plan assets move in 2022? ▼
Fundrise 401(k) Plan surged - up 64.6% during 2022, from $7M to $11M. Reported net income was $4M.
How have Rise Companies Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rise Companies Corp.'s sponsor-wide assets grew 133.1%, from $11M to $27M.
Which 401(k) plans are similar in size to Fundrise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Smith Cochran Dickerson Employee's Retirement Plan in WA ($11M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Fundrise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moyer & Son, Inc. 401(k) Plan in PA (245 participants, $15M 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 454862460.

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.