Profit Sharing · DOL Form 5500 · 2022
Up and Up, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $74K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $73,960
- Avg per participant Below avg balance/head
Official DOL plan name: Up and Up, Inc. Retirement Plan · Sponsored by Up and Up, Inc. · Virginia · Educational Services
$74K in assets, 1 participants
Up and Up, Inc.'s Up and Up, Inc. Retirement Plan reported $74K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #155 in Educational Services (4,024 peers)
Up and Up, Inc. multi-year trail
Up and Up, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows Up and Up, Inc. Retirement Plan at $74K / 1 participant.
- #155
- in Educational Services (4,024 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Up and Up, Inc. Retirement Plan among the smaller filed plans by assets
Up and Up, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$73,960 5th percentile higher than 5% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Up and Up, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Up and Up, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 461163843 · Up and Up, Inc. PY 2022 · Profit Sharing
Up and Up, Inc. Retirement Plan · $74K · 1 · 5th
- 5500 $74K
- 5500 1
- 5500 5th
- 5500 Profit Sharing
- 5500 near Main Street Bakery & Eatery, Inc. Retirement Plan
- 5500 ind #155
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 Virginia →
Up and Up, Inc. Retirement Plan in the asset neighbourhood
Up and Up, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Up and Up, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $92K 24.620064899945916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $74K |
| 2023 | 1 | 1 | $87K |
| 2024 | 1 | 1 | $92K |
Up and Up, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $78K |
|---|---|
| Net Assets (End of Year) | $74K |
| Net Income | -$4K |
| Employer EIN | 461163843 |
| Plan Effective Date | 2012-10-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $889M · 4,858
- Carpenter Co. Profit-Sharing Plan $263M · 2,096
- American Institutes for Research Tax Deferred Annuity Plan $225M · 1,097
- Analytic Services Inc. Defined Contribution Retirement Plan $178M · 343
- Smart National Supplemental Savings Plan $118M · 8,759
Up and Up, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Main Street Bakery & Eatery, Inc. Retirement Plan in SC ($74K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.