401(k) · DOL Form 5500 · 2024

Rise, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2,826
Participants Above avg headcount
40th
Percentile by assets National rank
$1,601
Avg per participant Low balance/head
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Official DOL plan name: Rise Inc. 403(b) Employee Retirement Plan · Sponsored by Rise, Inc. · Arizona · Real Estate

$5M in assets, 2,826 participants

Rise, Inc.'s Rise Inc. 403(b) Employee Retirement Plan reported $5M in total assets and 2,826 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,765 in Real Estate (4,605 peers)

Coverage in Arizona

Rise Inc. 403(b) Employee Retirement Plan covers 2,826 participants in Arizona, 5.0x the typical Arizona plan (state average ~564 per filing). Assets: $5M.

#2,765
in Real Estate (4,605 peers)
+22.3%
assets growth YoY

Rise Inc. 403(b) Employee Retirement Plan's mid-pack asset rank among Real Estate and all filers

Rise Inc. 403(b) Employee Retirement Plan vs every filed plan by assets

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

$4,523,631 40th percentile higher than 40% 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

Rise Inc. 403(b) Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rise Inc. 403(b) Employee Retirement Plan lands in the large band (2,826 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rise Inc. 403(b) Employee Retirement Plan reported net income rose from $596K in the plan year 2023 filing to $824K in the plan year 2024 filing.
  • Rise Inc. 403(b) Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rise Inc. 403(b) Employee Retirement Plan reported participants rose from 2,807 in the plan year 2023 filing to 2,826 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870454287 · Rise, Inc. PY 2024 · 401(k)

Rise Inc. 403(b) Employee Retirement Plan · $5M · 2,826 · 40th

  • EBSA $5M
  • EBSA 2,826
  • EBSA 40th
  • EBSA 401(k)
  • EBSA near Children's Program 401(k) Plan
  • EBSA ind #2765

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 Real Estate retirement plans → · Plans in Arizona →

Rise Inc. 403(b) Employee Retirement Plan in the asset neighbourhood

Rise Inc. 403(b) Employee Retirement PlanRise Inc. 403(b) Employee Re…$5MChildren's Program 401(k) PlanChildren's Program 401(k) Pl…$5MStrata Oncology, Inc. Safe Harbor 401(k) PlanStrata Oncology, Inc. Safe H…$5MDenison Pharmaceuticals, Inc. 401(k) Profit Sharing PlanDenison Pharmaceuticals, Inc…$5MJosiah Venture 401(k) Plan$5M
End-of-year total assets ($M) among Rise Inc. 403(b) Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$824K
Employer EIN870454287
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rise, Inc.)

Sponsor-wide plan assets over time

All Rise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.776017695635836% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.1M $4.52M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 2,722 $3M
2023 1 2,807 $4M
2024 1 2,826 $5M

Nearby 401(k) Plans in Arizona

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

Rise Inc. 403(b) Employee Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -202468 Total assets ($B) Participants Rise Inc. 403(b) Employee Retirement Plan, Total assets ($B): 0.004523631 · Participants: 2826Rise Inc. 403(b) Employee Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Rise Inc. 403(b) Employee Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rise Inc. 403(b) Employee Retirement Plan side-by-side with 3 peers →

Rise Inc. 403(b) Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Children's Program 401(k) Plan in OR ($5M); by covered participants it is Firstbank 401(k) Retirement Plan for Residents of Puerto Rico in PR (2,826 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,826 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 Rise Inc. 403(b) Employee Retirement Plan assets move in 2024? ▼
Rise Inc. 403(b) Employee Retirement Plan grew sharply - up 22.3% during 2024, from $4M to $5M. Reported net income was $824K.
How have Rise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rise, Inc.'s sponsor-wide assets grew 45.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Rise Inc. 403(b) Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Program 401(k) Plan in OR ($5M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Rise Inc. 403(b) Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firstbank 401(k) Retirement Plan for Residents of Puerto Rico in PR (2,826 participants, $164M 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 870454287.

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.