401(k) · DOL Form 5500 · 2024

Rise, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
809
Participants Near avg headcount
64th
Percentile by assets National rank
$17,739
Avg per participant Low balance/head
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Official DOL plan name: Rise, Inc. 401(k) Savings Plan · Sponsored by Rise, Inc. · Minnesota · Healthcare & Social Assistance

$14M in assets, 809 participants

Rise, Inc.'s Rise, Inc. 401(k) Savings Plan reported $14M in total assets and 809 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,608 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Rise, Inc. 401(k) Savings Plan holds $14M for 809 participants - about $17,739 per participant, above the median plan by assets.

#11,608
in Healthcare & Social Assistance (16,916 peers)
-4.0%
assets change YoY

The plan reported a net loss of $599K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rise, Inc. 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$14,351,176 Top 36% higher than 64% 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. 401(k) Savings 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. Rise, Inc. 401(k) Savings Plan sits mid-pack in the medium band (809 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rise, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$599K in the plan year 2024 filing.
  • Rise, Inc. 401(k) Savings Plan reported participants fell from 894 in the plan year 2023 filing to 809 in the plan year 2024 filing.
  • Rise, Inc. 401(k) Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410972476 · Rise, Inc. PY 2024 · 401(k)

Rise, Inc. 401(k) Savings Plan · $14M · 809 · 64th

  • BOOK $14M
  • BOOK 809
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Alamo Drafthouse 401(k) Plan
  • BOOK ind #11608

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Rise, Inc. 401(k) Savings Plan in the asset neighbourhood

Rise, Inc. 401(k) Savings PlanRise, Inc. 401(k) Savings Pl…$14MAlamo Drafthouse 401(k) Plan$14MKillbuck Savings Bank Company 401(k)Killbuck Savings Bank Compan…$14MNorthstar Vets 401(k) Profit Sharing Plan & TrustNorthstar Vets 401(k) Profit…$14MWp Global Partners Inc. 401(k) PlanWp Global Partners Inc. 401(…$14M
End-of-year total assets ($M) among Rise, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$599K
Employer EIN410972476
Plan Effective Date1984-07-01
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
$14M 8.470217577205192% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.2M $14.4M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 902 $13M
2023 1 894 $15M
2024 1 809 $14M

Nearby 401(k) Plans in Minnesota

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

Rise, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Rise, Inc. 401(k) Savings Plan, Total assets ($B): 0.014351176 · Participants: 809Rise, Inc. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Rise, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rise, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Alamo Drafthouse 401(k) Plan in TX ($14M); by covered participants it is Cultivate Behavioral Management 401(k) Plan in IL (809 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (809 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. 401(k) Savings Plan assets move in 2024? ▼
Rise, Inc. 401(k) Savings Plan edged down modestly - down 4.0% during 2024, from $15M to $14M. Reported net income was -$599K.
How have Rise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rise, Inc.'s sponsor-wide assets grew 8.5%, from $13M to $14M.
Which 401(k) plans are similar in size to Rise, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alamo Drafthouse 401(k) Plan in TX ($14M, 1,952 participants).
Which 401(k) plans cover a similar participant headcount to Rise, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cultivate Behavioral Management 401(k) Plan in IL (809 participants, $8M 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 410972476.

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.