401(k) · DOL Form 5500 · 2023

Rise Arboretum Inc. 401(k) Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets: 2
Participants Small participant base: 13th
Percentile by assets National rank: $139,726
Avg per participant Near avg balance/head

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Official DOL plan name: Rise Arboretum Inc. 401(k) Profit Sharing Plan · Sponsored by Rise Arboretum Inc. · Texas · Arts, Entertainment & Recreation

$279K in assets, 2 participants

Rise Arboretum Inc.'s Rise Arboretum Inc. 401(k) Profit Sharing Plan reported $279K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#939 in Arts, Entertainment & Recreation (2,945 peers)

Rise Arboretum Inc. multi-year trail

Rise Arboretum Inc.'s plans moved -59.9% in assets from 2023 to 2024; this filing shows Rise Arboretum Inc. 401(k) Profit Sharing Plan at $279K / 2 participants.

#939
in Arts, Entertainment & Recreation (2,945 peers): $279K
reported net income

Rise Arboretum Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Rise Arboretum Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$279,451 13th percentile higher than 13% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rise Arboretum Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rise Arboretum Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 933089732 · Rise Arboretum Inc. PY 2023 · 401(k)

Rise Arboretum Inc. 401(k) Profit Sharing Plan · $279K · 2 · 13th

NET $279K
BOOK 2
VS-ST 13th
BOY 401(k)
SCH near Kaoi Corp 401(k) Profit Sharing Plan
EBSA ind #939

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Rise Arboretum Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rise Arboretum Inc. multi-year asset trail

Latest sponsor-wide plan assets: $112K 59.87561325599121% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	2	$279K
2024	1	2	$112K

Rise Arboretum Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$279K
Net Income	$279K
Employer EIN	933089732
Plan Effective Date	2023-08-28
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rise Arboretum Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Rise Arboretum Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rise Arboretum Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kaoi Corp 401(k) Profit Sharing Plan in PA ($279K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279K here).

Kaoi Corp 401(k) Profit Sharing Plan (PA) $279K · 1
Ondaroda, Inc. 401(k) Profit Sharing Plan (NY) $279K · 4
Syp Inc. 401(k) Plan (TN) $279K · 1
Jb Subs Retirement Plan (AZ) $279K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Rise Arboretum Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Rise Arboretum Inc.'s sponsor-wide assets declined 59.9%, from $279K to $112K.

Where does Rise Arboretum Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Rise Arboretum Inc. 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Rise Arboretum Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kaoi Corp 401(k) Profit Sharing Plan in PA ($279K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Rise Arboretum Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 933089732.