401(k) · DOL Form 5500 · 2024

Betterup, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
595
Participants Below avg headcount
78th
Percentile by assets National rank
$52,454
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Betterup, Inc. Retirement Plan · Sponsored by Betterup, Inc. · Texas · Educational Services

$31M in assets, 595 participants

Betterup, Inc.'s Betterup, Inc. Retirement Plan reported $31M in total assets and 595 participants in its 2024 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.

  • #2,281 in Educational Services (3,638 peers)

Where Betterup, Inc. Retirement Plan sits by assets

Betterup, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 595 participants (~$52,454/participant), up 13.9% in 2024.

#2,281
in Educational Services (3,638 peers)
+13.9%
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 2024 · DOL Form 5500

$31,209,870 Top 22% higher than 78% 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

Betterup, Inc. Retirement 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. Betterup, Inc. Retirement Plan sits mid-pack in the medium band (595 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Betterup, Inc. Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Betterup, Inc. Retirement Plan reported participants fell from 694 in the plan year 2023 filing to 595 in the plan year 2024 filing.
  • Betterup, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464390865 · Betterup, Inc. PY 2024 · 401(k)

Betterup, Inc. Retirement Plan · $31M · 595 · 78th

  • VS-ST $31M
  • BOY 595
  • SCH 78th
  • EBSA 401(k)
  • PART near Jdrc Managed Services, LLC 401(k) Plan
  • TYPE ind #2281

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…$31MJdrc Managed Services, LLC 401(k) PlanJdrc Managed Services, LLC 4…$31MIds Real Estate Group 401(k) PlanIds Real Estate Group 401(k)…$31ME.K. Mcconkey & Co. Salary Deferral PlanE.K. Mcconkey & Co. Salary D…$31MCrystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and TrustCrystal Lake Oral & Maxillof…$31M
End-of-year total assets ($M) among Betterup, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
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): 0.03120987 · Participants: 595Betterup, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Jdrc Managed Services, LLC 401(k) Plan in IL ($31M); by covered participants it is Accuity Delivery Systems, LLC 401(k) Plan in NJ (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Betterup, Inc. Retirement Plan assets move in 2024? ▼
Betterup, Inc. Retirement Plan grew at a solid clip - up 13.9% during 2024, from $27M to $31M. Reported net income was $4M.
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 123,622 plans that reported assets for plan year 2024 (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 Jdrc Managed Services, LLC 401(k) Plan in IL ($31M, 2,132 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 Accuity Delivery Systems, LLC 401(k) Plan in NJ (595 participants, $28M 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 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.