401(k) · DOL Form 5500 · 2023

Year Up, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
909
Participants Near avg headcount
88th
Percentile by assets National rank
$75,304
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

$68M in assets, 909 participants

Year Up, Inc.'s Year Up, Inc. 401(k) Plan reported $68M in total assets and 909 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,964 in Educational Services (3,735 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, $68M for 909 participants (~$75,304/participant), up 28.3% in 2023.

#2,964
in Educational Services (3,735 peers)
+28.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$68,451,485 Top 12% higher than 88% of 127,068 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 2023

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

Plan-year 2023 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 (909 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Year Up, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Year Up, Inc. 401(k) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Year Up, Inc. 401(k) Plan reported participants rose from 759 in the plan year 2022 filing to 909 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043534407 · Year Up, Inc. PY 2023 · 401(k)

Year Up, Inc. 401(k) Plan · $68M · 909 · 88th

  • SCH $68M
  • SCH 909
  • SCH 88th
  • SCH 401(k)
  • SCH near Cook's Pest Control, Inc. Employee Capital Accumulation Plan
  • SCH ind #2964

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

Cook's Pest Control, Inc. Employee Capital Accumulation PlanCook's Pest Control, Inc. Em…$68MRand Worldwide 401(k) Plan$68MSunrise Medical 401(k) Plan$68MYear Up, Inc. 401(k) Plan$68MThe Windquest Group 401(k) Retirement Savings PlanThe Windquest Group 401(k) R…$68M
End-of-year total assets ($M) among Year Up, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$68M
Net Income$15M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Year Up, Inc. 401(k) Plan, Total assets ($B): 0.068451485 · Participants: 909Year Up, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Cook's Pest Control, Inc. Employee Capital Accumulation Plan in AL ($68M); by covered participants it is German American Bancorp, Inc. 401(k) Savings Plan in IN (909 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (909 participants); asset peers above are excluded.

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 did Year Up, Inc. 401(k) Plan assets move in 2023? ▼
Year Up, Inc. 401(k) Plan grew sharply - up 28.3% during 2023, from $53M to $68M. Reported net income was $15M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Cook's Pest Control, Inc. Employee Capital Accumulation Plan in AL ($68M, 1,267 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 German American Bancorp, Inc. 401(k) Savings Plan in IN (909 participants, $108M 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 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.