401(k) · DOL Form 5500 · 2023

Rare, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 90
Participants Small participant base: 72nd
Percentile by assets National rank: $213,284
Avg per participant Above avg balance/head

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Official DOL plan name: Rare, Inc. 401(k) Plan · Sponsored by Rare, Inc. · Virginia · Professional & Technical Services

$19M in assets, 90 participants

Rare, Inc.'s Rare, Inc. 401(k) Plan reported $19M in total assets and 90 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.

#14,538 in Professional & Technical Services (20,321 peers)

Rare, Inc. multi-year trail

Rare, Inc.'s plans moved +64.2% in assets from 2022 to 2024; this filing shows Rare, Inc. 401(k) Plan at $19M / 90 participants.

#14,538
in Professional & Technical Services (20,321 peers): +38.3%
assets growth YoY

Rare, Inc. 401(k) Plan's outsized position by total assets

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

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

$19,195,594 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

Rare, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rare, Inc. 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

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%)

Rare, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Rare, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Rare, Inc. 401(k) Plan reported participants rose from 86 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237380563 · Rare, Inc. PY 2023 · 401(k)

Rare, Inc. 401(k) Plan · $19M · 90 · 72nd

VS-ST $19M
VS-ST 90
VS-ST 72nd
VS-ST 401(k)
VS-ST near Joyce/Dayton Corp. Savings Plan and Trust
VS-ST ind #14538

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 Professional & Technical Services retirement plans → · Plans in Virginia →

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

Rare, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $23M 64.21887191467073% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	86	$14M
2023	1	90	$19M
2024	1	95	$23M

Rare, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$19M
Net Income	$5M
Employer EIN	237380563
Plan Effective Date	1997-05-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Rare, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Rare, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Joyce/Dayton Corp. Savings Plan and Trust in OH ($19M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Joyce/Dayton Corp. Savings Plan and Trust (OH) $19M · 175
Holaday-Parks, Inc. 401(k) Salary Savings Plan (WA) $19M · 113
Shen Milsom & Wilke, LLC 401(k) Plan (NY) $19M · 113
Modern Office Methods Inc. Savings and Investment Plan (OH) $19M · 201

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

International Marine Products Retirement Plan (CA) 90 · 0 off
Co-Op 401(k) Plan (WA) 90 · 0 off
Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
East Coast Mechanical Inc (FL) 90 · 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 Rare, Inc. 401(k) Plan assets move in 2023? ▼

Rare, Inc. 401(k) Plan surged - up 38.3% during 2023, from $14M to $19M. Reported net income was $5M.

How have Rare, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rare, Inc.'s sponsor-wide assets grew 64.2%, from $14M to $23M.

Which 401(k) plans are similar in size to Rare, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Joyce/Dayton Corp. Savings Plan and Trust in OH ($19M, 175 participants).

Which 401(k) plans cover a similar participant headcount to Rare, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 237380563.