401(k) · DOL Form 5500 · 2023

Betterup, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
694
Participants Below avg headcount
78th
Percentile by assets National rank
$39,478
Avg per participant Low balance/head
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Official DOL plan name: Betterup, Inc. Retirement Plan · Sponsored by Betterup, Inc. · Texas · Educational Services

$27M in assets, 694 participants

Betterup, Inc.'s Betterup, Inc. Retirement Plan reported $27M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,331 in Educational Services (3,735 peers)

Where Betterup, Inc. Retirement Plan sits by assets

Betterup, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 694 participants (~$39,478/participant), up 51.3% in 2023.

#2,331
in Educational Services (3,735 peers)
+51.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Betterup, Inc. Retirement Plan's outsized position by total assets

Betterup, Inc. Retirement Plan vs every filed plan by assets

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

$27,397,665 Top 22% higher than 78% 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

Betterup, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Betterup, Inc. Retirement Plan sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Betterup, Inc. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Betterup, Inc. Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Betterup, Inc. Retirement Plan reported participants rose from 527 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464390865 · Betterup, Inc. PY 2023 · 401(k)

Betterup, Inc. Retirement Plan · $27M · 694 · 78th

  • 5500 $27M
  • 5500 694
  • 5500 78th
  • 5500 401(k)
  • 5500 near Amerit Fleet Solutions 401(k) Plan
  • 5500 ind #2331

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 Texas →

Betterup, Inc. Retirement Plan in the asset neighbourhood

Betterup, Inc. Retirement PlanBetterup, Inc. Retirement Pl…$27MAmerit Fleet Solutions 401(k) PlanAmerit Fleet Solutions 401(k…$27MStrategic Value Partners 401(k) Profit Sharing PlanStrategic Value Partners 401…$27MDakota Specialty Enterprises Retirement PlanDakota Specialty Enterprises…$27MTechnical Services Retirement PlanTechnical Services Retiremen…$27M
End-of-year total assets ($M) among Betterup, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$27M
Net Income$9M
Employer EIN464390865
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Betterup, Inc.)

Sponsor-wide plan assets over time

All Betterup, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 72.37914533942235% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.1M $31.2M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 527 $18M
2023 1 694 $27M
2024 1 595 $31M

Nearby 401(k) Plans in Texas

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

Betterup, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Betterup, Inc. Retirement Plan, Total assets ($B): 0.027397665 · Participants: 694Betterup, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Betterup, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Betterup, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Amerit Fleet Solutions 401(k) Plan in CA ($27M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (694 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 Betterup, Inc. Retirement Plan assets move in 2023? ▼
Betterup, Inc. Retirement Plan surged - up 51.3% during 2023, from $18M to $27M. Reported net income was $9M.
How have Betterup, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Betterup, Inc.'s sponsor-wide assets grew 72.4%, from $18M to $31M.
Where does Betterup, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Betterup, Inc. Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Betterup, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amerit Fleet Solutions 401(k) Plan in CA ($27M, 2,210 participants).
Which 401(k) plans cover a similar participant headcount to Betterup, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (694 participants, $12M 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 464390865.

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.