401(k) · DOL Form 5500 · 2024

Open Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
113
Participants Small participant base
49th
Percentile by assets National rank
$62,730
Avg per participant Low balance/head
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Official DOL plan name: Open Exchange, Inc. 401(k) Plan · Sponsored by Open Exchange, Inc. · Massachusetts · Information & Media

$7M in assets, 113 participants

Open Exchange, Inc.'s Open Exchange, Inc. 401(k) Plan reported $7M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #937 in Information & Media (2,822 peers)

Coverage in Massachusetts

Open Exchange, Inc. 401(k) Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#937
in Information & Media (2,822 peers)
+7.1%
assets growth YoY

Open Exchange, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

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

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

$7,088,504 49th percentile higher than 49% 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

Open Exchange, 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. Open Exchange, Inc. 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Open Exchange, Inc. 401(k) Plan reported participants fell from 167 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Open Exchange, Inc. 401(k) Plan reported net income fell from $639K in the plan year 2023 filing to $472K in the plan year 2024 filing.
  • Open Exchange, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264137415 · Open Exchange, Inc. PY 2024 · 401(k)

Open Exchange, Inc. 401(k) Plan · $7M · 113 · 49th

  • SCH $7M
  • SCH 113
  • SCH 49th
  • SCH 401(k)
  • SCH near Sphero Retirement Savings Plan
  • SCH ind #937

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 Information & Media retirement plans → · Plans in Massachusetts →

Open Exchange, Inc. 401(k) Plan in the asset neighbourhood

Open Exchange, Inc. 401(k) PlanOpen Exchange, Inc. 401(k) P…$7MSphero Retirement Savings PlanSphero Retirement Savings Pl…$7MHealthcare Access Maryland Retirement Savings PlanHealthcare Access Maryland R…$7MMakovicka-Harms Group, P.C. 401(k) Profit Sharing PlanMakovicka-Harms Group, P.C. …$7MAcemco Savings & Investment PlanAcemco Savings & Investment …$7M
End-of-year total assets ($M) among Open Exchange, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$472K
Employer EIN264137415
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Open Exchange, Inc.)

Sponsor-wide plan assets over time

All Open Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 18.57466921307514% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.98M $7.09M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 202 $6M
2023 1 167 $7M
2024 1 113 $7M

Nearby 401(k) Plans in Massachusetts

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

Open Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Open Exchange, Inc. 401(k) Plan, Total assets ($B): 0.007088504 · Participants: 113Open Exchange, 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
Open Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Open Exchange, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Sphero Retirement Savings Plan in TX ($7M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Open Exchange, Inc. 401(k) Plan assets move in 2024? ▼
Open Exchange, Inc. 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $7M to $7M. Reported net income was $472K.
How have Open Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Open Exchange, Inc.'s sponsor-wide assets grew 18.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Open Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sphero Retirement Savings Plan in TX ($7M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Open Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 264137415.

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.