401(k) · DOL Form 5500 · 2023

Rise Companies Corp. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 307
Participants Below avg headcount: 72nd
Percentile by assets National rank: $62,061
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

$19M in assets, 307 participants

Rise Companies Corp.'s Fundrise 401(k) Plan reported $19M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#4,069 in Real Estate (4,727 peers)

Coverage in District of Columbia

Fundrise 401(k) Plan covers 307 participants in District of Columbia, about 21% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

#4,069
in Real Estate (4,727 peers): +67.2%
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 2023 · DOL Form 5500

$19,052,675 Top 28% higher than 72% 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

Fundrise 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. Fundrise 401(k) Plan sits mid-pack in the medium band (307 participants).

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%)

Fundrise 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Fundrise 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Fundrise 401(k) Plan reported participants rose from 245 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454862460 · Rise Companies Corp. PY 2023 · 401(k)

Fundrise 401(k) Plan · $19M · 307 · 72nd

RANK $19M
RANK 307
RANK 72nd
RANK 401(k)
RANK near Quantum Energy Partners 2020 LLC 401(k) Plan
RANK ind #4069

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 →

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

District of Columbia filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$19M
Net Income	$8M
Employer EIN	454862460
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rise Companies Corp.)

Latest sponsor-wide plan assets: $27M 133.1062704140928% vs 2022; 2024 filing year

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

Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
Geico 401(k) Savings Plan $5.8B · 39,034
Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
Finra Savings Plus Plan $2.2B · 3,958
Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870

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 Quantum Energy Partners 2020 LLC 401(k) Plan in TX ($19M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Quantum Energy Partners 2020 LLC 401(k) Plan (TX) $19M · 88
Engle-Hambright & Davies, Inc. 401(k) Retirement Plan (PA) $19M · 121
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan (WI) $19M · 146
Fpi Management, Inc. 401(k) Plan (CA) $19M · 3,544

Similar participant headcount

Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.

Reliable Heating and Air 401(k) Plan (GA) 307 · 0 off
Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) Plan (ND) 307 · 0 off
Pure Encapsulations, Inc. 401(k) Plan (MA) 307 · 0 off
Ineight Inc. 401(k) Plan (AZ) 307 · 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 did Fundrise 401(k) Plan assets move in 2023? ▼

Fundrise 401(k) Plan surged - up 67.2% during 2023, from $11M to $19M. Reported net income was $8M.

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 Quantum Energy Partners 2020 LLC 401(k) Plan in TX ($19M, 88 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 Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 454862460.