401(k) · DOL Form 5500 · 2024
Openly Holdings Corp. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 357
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $70,114
- Avg per participant Below avg balance/head
Official DOL plan name: Openly LLC 401(k) Plan · Sponsored by Openly Holdings Corp. · Massachusetts · Finance & Insurance
$25M in assets, 357 participants
Openly Holdings Corp.'s Openly LLC 401(k) Plan reported $25M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,181 in Finance & Insurance (8,549 peers)
2024 asset change
Openly LLC 401(k) Plan surged 89.2% in 2024 ($13M → $25M) for 357 participants.
- #5,181
- in Finance & Insurance (8,549 peers)
- +89.2%
- assets growth YoY
Openly LLC 401(k) Plan's outsized position by total assets
Openly LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,030,811 Top 26% higher than 74% 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
Openly LLC 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. Openly LLC 401(k) Plan sits mid-pack in the medium band (357 participants).
DOL schedule card
Filing strip 873405612 · Openly Holdings Corp. PY 2024 · 401(k)
Openly LLC 401(k) Plan · $25M · 357 · 74th
- PHOTO $25M
- IND 357
- EOY 74th
- 5500 401(k)
- ASSETS near Arett Sales Corporation 401(k) Profit Sharing Plan & Trust
- PCT ind #5181
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 →
Openly LLC 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $12M |
| Employer EIN | 873405612 |
| Plan Effective Date | 2018-05-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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 Arett Sales Corporation 401(k) Profit Sharing Plan & Trust in NJ ($25M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Arett Sales Corporation 401(k) Profit Sharing Plan & Trust (NJ) $25M · 125
- Avcon, Inc. 401(k) Retirement Plan (FL) $25M · 106
- Hupp 401(k) Plan (IA) $25M · 249
- Southern Minnesota Beet Sugar Cooperative 401(k) Plan (MN) $25M · 130
Similar participant headcount
Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.
- Cogency Global, Inc. 401(k) Plan (NY) 357 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 357 · 0 off
- Eyas Landing, Inc. 401(k) Plan (IL) 357 · 0 off
- Rose Paving, LLC Employee's 401(k) Profit Sharing Plan (IL) 357 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.