401(k) · DOL Form 5500 · 2023

Openly LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 325
Participants Below avg headcount: 65th
Percentile by assets National rank: $40,708
Avg per participant Low balance/head

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Official DOL plan name: Openly LLC 401(k) Plan · Sponsored by Openly LLC · Massachusetts · Finance & Insurance

$13M in assets, 325 participants

Openly LLC's Openly LLC 401(k) Plan reported $13M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#4,408 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Openly LLC 401(k) Plan covers 325 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#4,408
in Finance & Insurance (8,869 peers): +98.7%
assets growth YoY

Openly LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Openly LLC 401(k) Plan vs every filed plan by assets

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

$13,230,222 Top 35% higher than 65% 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

Openly LLC 401(k) 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. Openly LLC 401(k) Plan sits mid-pack in the medium band (325 participants).

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%)

Openly LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Openly LLC 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Openly LLC 401(k) Plan reported participants rose from 167 in the plan year 2022 filing to 325 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822540752 · Openly LLC PY 2023 · 401(k)

Openly LLC 401(k) Plan · $13M · 325 · 65th

RANK $13M
PHOTO 325
IND 65th
EOY 401(k)
5500 near Forsgren Associates, Inc. 401(k) Profit Sharing Plan
ASSETS ind #4408

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

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

Massachusetts filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$13M
Net Income	$7M
Employer EIN	822540752
Plan Effective Date	2018-05-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Openly LLC)

Latest sponsor-wide plan assets: $13M 98.70120975917457% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	167	$7M
2023	1	325	$13M

Nearby 401(k) Plans in Massachusetts

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

Openly LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

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

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

Outside Massachusetts, the nearest 401(k) by assets is Forsgren Associates, Inc. 401(k) Profit Sharing Plan in UT ($13M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Forsgren Associates, Inc. 401(k) Profit Sharing Plan (UT) $13M · 100
Bosselman Employee Retirement Plan (NE) $13M · 887
Beacon Credit Union 401(k) Plan and Trust (IN) $13M · 252
Aabr, Inc. 403(b) Thrift Plan (NY) $13M · 416

Similar participant headcount

Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.

Raining Rose, Inc. 401(k) Plan (IA) 325 · 0 off
Neva One 401(k) Plan (NV) 325 · 0 off
The Corridor Group Holdings, LLC Profit Sharing & 401(k) Plan (KS) 325 · 0 off
System1 LLC 401(k) Plan (CA) 325 · 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 Openly LLC 401(k) Plan assets move in 2023? ▼

Openly LLC 401(k) Plan surged - up 98.7% during 2023, from $7M to $13M. Reported net income was $7M.

How have Openly LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Openly LLC's sponsor-wide assets grew 98.7%, from $7M to $13M.

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

Among 401(k) plans in other states, the closest by assets is Forsgren Associates, Inc. 401(k) Profit Sharing Plan in UT ($13M, 100 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (325 participants, $13M 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 822540752.