401(k) · DOL Form 5500 · 2024

Change Up, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 151
Participants Small participant base: 44th
Percentile by assets National rank: $36,770
Avg per participant Low balance/head

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Official DOL plan name: Changeup 401(k) Plan · Sponsored by Change Up, LLC · Ohio · Professional & Technical Services

$6M in assets, 151 participants

Change Up, LLC's Changeup 401(k) Plan reported $6M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#8,395 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Changeup 401(k) Plan covers 151 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#8,395
in Professional & Technical Services (20,173 peers): +50.8%
assets growth YoY

Changeup 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Changeup 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,552,240 44th percentile higher than 44% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Changeup 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. Changeup 401(k) Plan sits mid-pack in the medium band (151 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Changeup 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Changeup 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Changeup 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471459813 · Change Up, LLC PY 2024 · 401(k)

Changeup 401(k) Plan · $6M · 151 · 44th

PCT $6M
EIN 151
RANK 44th
PHOTO 401(k)
IND near Work'n Gear 401(k) Savings Plan
EOY ind #8395

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 Ohio →

End-of-year total assets ($M) among Changeup 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	471459813
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Change Up, LLC)

Latest sponsor-wide plan assets: $6M 50.783404331359364% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	139	$4M
2024	1	151	$6M

Nearby 401(k) Plans in Ohio

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

Changeup 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Changeup 401(k) Plan side-by-side with 3 peers →

Changeup 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Work'n Gear 401(k) Savings Plan in MA ($6M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Work'n Gear 401(k) Savings Plan (MA) $6M · 139
Taluk Group, Inc. Retirement Plan (MN) $6M · 6
Taxbit 401(k) Plan (UT) $6M · 122
Oasis Dermatology Group, PLLC 401(k) Retirement Plan (TX) $6M · 44

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

Liberty Power Corp, LLC 401(k) (FL) 151 · 0 off
Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 151 · 0 off
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust (DE) 151 · 0 off
Mincey Marble Manufacturing, Inc. 401(k) Plan (GA) 151 · 0 off

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 Changeup 401(k) Plan assets move in 2024? ▼

Changeup 401(k) Plan surged - up 50.8% during 2024, from $4M to $6M. Reported net income was $2M.

How have Change Up, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Change Up, LLC's sponsor-wide assets grew 50.8%, from $4M to $6M.

Which 401(k) plans are similar in size to Changeup 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Work'n Gear 401(k) Savings Plan in MA ($6M, 139 participants).

Which 401(k) plans cover a similar participant headcount to Changeup 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A 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 471459813.