401(k) · DOL Form 5500 · 2023

Rise, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2,807
Participants Above avg headcount
39th
Percentile by assets National rank
$1,318
Avg per participant Low balance/head
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Official DOL plan name: Rise Inc. 403(b) Employee Retirement Plan · Sponsored by Rise, Inc. · Arizona · Real Estate

$4M in assets, 2,807 participants

Rise, Inc.'s Rise Inc. 403(b) Employee Retirement Plan reported $4M in total assets and 2,807 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,782 in Real Estate (4,727 peers)

Coverage in Arizona

Rise Inc. 403(b) Employee Retirement Plan covers 2,807 participants in Arizona, 5.0x the typical Arizona plan (state average ~564 per filing). Assets: $4M.

#2,782
in Real Estate (4,727 peers)
+19.2%
assets growth YoY

Rise Inc. 403(b) Employee Retirement Plan's mid-pack asset rank among Real Estate and all filers

Rise Inc. 403(b) Employee Retirement Plan vs every filed plan by assets

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

$3,699,364 39th percentile higher than 39% 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

Rise Inc. 403(b) Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rise Inc. 403(b) Employee Retirement Plan lands in the large band (2,807 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rise Inc. 403(b) Employee Retirement Plan reported net income rose from $262K in the plan year 2022 filing to $596K in the plan year 2023 filing.
  • Rise Inc. 403(b) Employee Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rise Inc. 403(b) Employee Retirement Plan reported participants rose from 2,722 in the plan year 2022 filing to 2,807 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870454287 · Rise, Inc. PY 2023 · 401(k)

Rise Inc. 403(b) Employee Retirement Plan · $4M · 2,807 · 39th

  • RANK $4M
  • RANK 2,807
  • RANK 39th
  • RANK 401(k)
  • RANK near Bemidji Dental Clinic 401(k) Plan
  • RANK ind #2782

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 Arizona →

Rise Inc. 403(b) Employee Retirement Plan in the asset neighbourhood

Rise Inc. 403(b) Employee Retirement PlanRise Inc. 403(b) Employee Re…$4MBemidji Dental Clinic 401(k) PlanBemidji Dental Clinic 401(k)…$4MGtg Consultants, PC 401(k) Profit Sharing PlanGtg Consultants, PC 401(k) P…$4MArcher National Holdings Inc 401(k) PlanArcher National Holdings Inc…$4MThompson, Sweeny, Kinsinger & Pereira, PC Profit Sharing PlanThompson, Sweeny, Kinsinger …$4M
End-of-year total assets ($M) among Rise Inc. 403(b) Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$596K
Employer EIN870454287
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rise, Inc.)

Sponsor-wide plan assets over time

All Rise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.776017695635836% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.1M $4.52M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 2,722 $3M
2023 1 2,807 $4M
2024 1 2,826 $5M

Nearby 401(k) Plans in Arizona

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

Rise Inc. 403(b) Employee Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -20246 Total assets ($B) Participants Rise Inc. 403(b) Employee Retirement Plan, Total assets ($B): 0.003699364 · Participants: 2807Rise Inc. 403(b) Employee Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Rise Inc. 403(b) Employee Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rise Inc. 403(b) Employee Retirement Plan side-by-side with 3 peers →

Rise Inc. 403(b) Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bemidji Dental Clinic 401(k) Plan in MN ($4M); by covered participants it is Flying Food Fare, Inc. 401(k) Plan in IL (2,807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,807 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 Rise Inc. 403(b) Employee Retirement Plan assets move in 2023? ▼
Rise Inc. 403(b) Employee Retirement Plan grew sharply - up 19.2% during 2023, from $3M to $4M. Reported net income was $596K.
How have Rise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rise, Inc.'s sponsor-wide assets grew 45.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Rise Inc. 403(b) Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bemidji Dental Clinic 401(k) Plan in MN ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Rise Inc. 403(b) Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flying Food Fare, Inc. 401(k) Plan in IL (2,807 participants, $69M 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 870454287.

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.