401(k) · DOL Form 5500 · 2024

Rare, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 95
Participants Small participant base: 73rd
Percentile by assets National rank: $239,956
Avg per participant Above avg balance/head

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Official DOL plan name: Rare, Inc. 401(k) Plan · Sponsored by Rare, Inc. · Virginia · Professional & Technical Services

$23M in assets, 95 participants

Rare, Inc.'s Rare, Inc. 401(k) Plan reported $23M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#14,564 in Professional & Technical Services (20,173 peers)

Rare, Inc. multi-year trail

Rare, Inc.'s plans moved +64.2% in assets from 2022 to 2024; this filing shows Rare, Inc. 401(k) Plan at $23M / 95 participants.

#14,564
in Professional & Technical Services (20,173 peers): +18.8%
assets growth YoY

Rare, Inc. 401(k) Plan's outsized position by total assets

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

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

$22,795,844 Top 27% higher than 73% 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

Rare, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rare, Inc. 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Rare, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Rare, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Rare, Inc. 401(k) Plan reported participants rose from 90 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237380563 · Rare, Inc. PY 2024 · 401(k)

Rare, Inc. 401(k) Plan · $23M · 95 · 73rd

ASSETS $23M
PCT 95
EIN 73rd
RANK 401(k)
PHOTO near Precision Drive & Control, Inc. Retirement Savings Plan
IND ind #14564

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 Professional & Technical Services retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Rare, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rare, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $23M 64.21887191467073% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	86	$14M
2023	1	90	$19M
2024	1	95	$23M

Rare, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$23M
Net Income	$4M
Employer EIN	237380563
Plan Effective Date	1997-05-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Rare, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Rare, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Precision Drive & Control, Inc. Retirement Savings Plan in WI ($23M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Precision Drive & Control, Inc. Retirement Savings Plan (WI) $23M · 108
K-1 Packaging Group 401(k) Profit Sharing Plan (CA) $23M · 198
Adapt 401(k) Profit Sharing Plan & Trust (OR) $23M · 517
Morey Organization 401(k) Retirement Plan (NJ) $23M · 183

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

Galatea Associates 401(k) Plan (MA) 95 · 0 off
Petaluma Market, Inc. 401(k) Profit Sharing Plan (CA) 95 · 0 off
R.H. Long Motor Sales, Inc. 401(k) Plan (MA) 95 · 0 off
Omnium Realty Services (Texas), Inc. 401(k) Plan (TX) 95 · 0 off

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 Rare, Inc. 401(k) Plan assets move in 2024? ▼

Rare, Inc. 401(k) Plan grew sharply - up 18.8% during 2024, from $19M to $23M. Reported net income was $4M.

How have Rare, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rare, Inc.'s sponsor-wide assets grew 64.2%, from $14M to $23M.

Which 401(k) plans are similar in size to Rare, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Precision Drive & Control, Inc. Retirement Savings Plan in WI ($23M, 108 participants).

Which 401(k) plans cover a similar participant headcount to Rare, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M 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 237380563.