401(k) · DOL Form 5500 · 2022

Open Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
202
Participants Below avg headcount
54th
Percentile by assets National rank
$29,595
Avg per participant Low balance/head
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Official DOL plan name: Open Exchange, Inc. 401(k) Plan · Sponsored by Open Exchange, Inc. · Massachusetts · Information & Media

$6M in assets, 202 participants

Open Exchange, Inc.'s Open Exchange, Inc. 401(k) Plan reported $6M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,145 in Information & Media (2,911 peers)

Coverage in Massachusetts

Open Exchange, Inc. 401(k) Plan covers 202 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#1,145
in Information & Media (2,911 peers)
+13.8%
assets growth YoY

The plan reported a net loss of $567K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Open Exchange, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Open Exchange, Inc. 401(k) Plan vs every filed plan by assets

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

$5,978,093 Top 46% higher than 54% 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

Open Exchange, 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. Open Exchange, Inc. 401(k) Plan sits mid-pack in the medium band (202 participants).

Plan-year Form 5500 strip

Filing strip 264137415 · Open Exchange, Inc. PY 2022 · 401(k)

Open Exchange, Inc. 401(k) Plan · $6M · 202 · 54th

  • IND $6M
  • IND 202
  • IND 54th
  • IND 401(k)
  • IND near Wollam Construction Company, LLC 401(k) Profit Sharing Plan
  • IND ind #1145

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 Information & Media retirement plans → · Plans in Massachusetts →

Open Exchange, Inc. 401(k) Plan in the asset neighbourhood

Open Exchange, Inc. 401(k) PlanOpen Exchange, Inc. 401(k) P…$6MWollam Construction Company, LLC 401(k) Profit Sharing PlanWollam Construction Company,…$6MBunnell-Lammons Engineering 401(k) PlanBunnell-Lammons Engineering …$6MExxel Outdoors, LLC 401(k) PlanExxel Outdoors, LLC 401(k) P…$6MJay Franco & Sons, Inc. Profit Sharing PlanJay Franco & Sons, Inc. Prof…$6M
End-of-year total assets ($M) among Open Exchange, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income-$567K
Employer EIN264137415
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Open Exchange, Inc.)

Sponsor-wide plan assets over time

All Open Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 18.57466921307514% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.98M $7.09M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 202 $6M
2023 1 167 $7M
2024 1 113 $7M

Nearby 401(k) Plans in Massachusetts

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

Open Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Open Exchange, Inc. 401(k) Plan, Total assets ($B): 0.005978093 · Participants: 202Open Exchange, 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
Open Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Open Exchange, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Wollam Construction Company, LLC 401(k) Profit Sharing Plan in UT ($6M); by covered participants it is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Open Exchange, Inc. 401(k) Plan assets move in 2022? ▼
Open Exchange, Inc. 401(k) Plan grew at a solid clip - up 13.8% during 2022, from $5M to $6M. Reported net income was -$567K.
How have Open Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Open Exchange, Inc.'s sponsor-wide assets grew 18.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Open Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wollam Construction Company, LLC 401(k) Profit Sharing Plan in UT ($6M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Open Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants, N/A 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 264137415.

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.