Department of Labor filing

RARE, INC.

RARE, INC. 401(K) PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Mar 30, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

87filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$8,526

Reported employer contributions per active participant.

Higher than about 86% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$20 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 89% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202487out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions86th percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense89th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, RARE, INC. reported $767,313 in employer contributions across the plan and 90 active participants. That works out to $8,526 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy63%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 74.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context87/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $767,313
Participant contributions: $1,308,346
Other contributions: $116,201
Employer share of reported contributions: 37.0%
Beginning assets: $19,195,594
Ending assets: $22,795,844
Ending net assets: $22,795,844
Ending liabilities: $0
Total income: $4,930,716
Total expenses: $1,330,466
Administrative expenses: $2,794
Participant loans: $150,657

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$8,499

2023

$9,323

2024

$8,526

Plan-paid administrative expenses per participant

2022

$78

2023

$19

2024

$20

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$8,526	90	22.8M	20260330153120NAL0015532336001
2023	$9,323	95	19.2M	20250616152002NAL0001080961001
2022	$8,499	90	13.9M	20240710105253NAL0023872688001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 237380563-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 15, 1997
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2S2T3H2E2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260330153120NAL0015532336001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗