401(k) · DOL Form 5500 · 2022

Upward Services, Inc. 401(k) Plan

Data updated 2026-08-25

$168K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$84,003
Avg per participant Below avg balance/head
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Official DOL plan name: Upward Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Upward Services, Inc. · Virginia · Retail Trade

$168K in assets, 2 participants

Upward Services, Inc.'s Upward Services, Inc. 401(k) Profit Sharing Plan reported $168K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,314 in Retail Trade (9,519 peers)

Upward Services, Inc. multi-year trail

Upward Services, Inc.'s plans moved +101.4% in assets from 2022 to 2024; this filing shows Upward Services, Inc. 401(k) Profit Sharing Plan at $168K / 2 participants.

#1,314
in Retail Trade (9,519 peers)
$168K
reported net income

Upward Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Upward Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$168,006 9th percentile higher than 9% of 139,123 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 2022

Upward Services, Inc. 401(k) Profit Sharing 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. Upward Services, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 921029003 · Upward Services, Inc. PY 2022 · 401(k)

Upward Services, Inc. 401(k) Profit Sharing Plan · $168K · 2 · 9th

  • ASSETS $168K
  • ASSETS 2
  • ASSETS 9th
  • ASSETS 401(k)
  • ASSETS near Greater Buffalo United Account 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #1314

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 Retail Trade retirement plans → · Plans in Virginia →

Upward Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Upward Services, Inc. 401(k) Profit Sharing PlanUpward Services, Inc. 401(k)…$168KGreater Buffalo United Account 401(k) Profit Sharing Plan & TrustGreater Buffalo United Accou…$168KImi Association Executives, Inc. 401(k) Profit Sharing PlanImi Association Executives, …$168KMf Service & Solutions Company 401(k) PlanMf Service & Solutions Compa…$168KMh Sweet Enterprises, Inc. 401(k) PlanMh Sweet Enterprises, Inc. 4…$168K
End-of-year total assets ($M) among Upward Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Upward Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upward Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$338K 101.37971262931084% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.17M $0.34M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 2 $168K
2023 1 2 $365K
2024 1 2 $338K

Upward Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$168K
Net Income$168K
Employer EIN921029003
Plan Effective Date2022-11-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Upward Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Upward Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000168006 · Participants: 2Upward Services, Inc. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Upward Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Upward Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Upward Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Greater Buffalo United Account 401(k) Profit Sharing Plan & Trust in NY ($168K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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.

Frequently Asked Questions

How have Upward Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upward Services, Inc.'s sponsor-wide assets grew 101.4%, from $168K to $338K.
Where does Upward Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Upward Services, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Upward Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greater Buffalo United Account 401(k) Profit Sharing Plan & Trust in NY ($168K, 167 participants).
Which 401(k) plans cover a similar participant headcount to Upward Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 921029003.

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.