401(k) · DOL Form 5500 · 2024

Year Up, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
742
Participants Near avg headcount
89th
Percentile by assets National rank
$109,736
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

$81M in assets, 742 participants

Year Up, Inc.'s Year Up, Inc. 401(k) Plan reported $81M in total assets and 742 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,907 in Educational Services (3,638 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, $81M for 742 participants (~$109,736/participant), up 19.0% in 2024.

#2,907
in Educational Services (3,638 peers)
+19.0%
assets growth YoY
0.8×
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 2024 · DOL Form 5500

$81,423,956 Top 11% higher than 89% of 123,620 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 2024

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

Plan-year 2024 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 (742 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Year Up, Inc. 401(k) Plan end-of-year assets rose from $68M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Year Up, Inc. 401(k) Plan reported participants fell from 909 in the plan year 2023 filing to 742 in the plan year 2024 filing.
  • Year Up, Inc. 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043534407 · Year Up, Inc. PY 2024 · 401(k)

Year Up, Inc. 401(k) Plan · $81M · 742 · 89th

  • SCH $81M
  • SCH 742
  • SCH 89th
  • SCH 401(k)
  • SCH near Wideorbit LLC 401(k) Plan
  • SCH ind #2907

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

Crutchfield Corporation Profit Sharing PlanCrutchfield Corporation Prof…$81MYear Up, Inc. 401(k) Plan$81MWideorbit LLC 401(k) Plan$81MFarmers Mutual 401(k) Savings PlanFarmers Mutual 401(k) Saving…$81MShubert 401(k) Savings Plan$81M
End-of-year total assets ($M) among Year Up, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$81M
Net Income$13M
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): 0.081423956 · Participants: 742Year Up, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
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 Wideorbit LLC 401(k) Plan in NY ($81M); by covered participants it is Kimco Realty Corporation 401(k) Plan in NY (742 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (742 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Year Up, Inc. 401(k) Plan grew sharply - up 19.0% during 2024, from $68M to $81M. Reported net income was $13M.
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 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Wideorbit LLC 401(k) Plan in NY ($81M, 369 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 Kimco Realty Corporation 401(k) Plan in NY (742 participants, $237M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.