Profit Sharing · DOL Form 5500 · 2022

Uptrend Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$342K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$342,255
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uptrend Partners Inc. Retirement Plan · Sponsored by Uptrend Partners Inc. · Kentucky · Professional & Technical Services

$342K in assets, 1 participants

Uptrend Partners Inc.'s Uptrend Partners Inc. Retirement Plan reported $342K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,558 in Professional & Technical Services (21,562 peers)

Uptrend Partners Inc. multi-year trail

Uptrend Partners Inc.'s plans moved +18.2% in assets from 2022 to 2024; this filing shows Uptrend Partners Inc. Retirement Plan at $342K / 1 participant.

#2,558
in Professional & Technical Services (21,562 peers)
+9.5%
assets growth YoY

Uptrend Partners Inc. Retirement Plan among the smaller filed plans by assets

Uptrend Partners Inc. Retirement Plan vs every filed plan by assets

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

$342,255 15th percentile higher than 15% 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

Uptrend Partners 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. Uptrend Partners Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 812796652 · Uptrend Partners Inc. PY 2022 · Profit Sharing

Uptrend Partners Inc. Retirement Plan · $342K · 1 · 15th

  • PCT $342K
  • EIN 1
  • RANK 15th
  • PHOTO Profit Sharing
  • IND near Ernest J Wackerline Pension Plan
  • EOY ind #2558

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 Kentucky →

Uptrend Partners Inc. Retirement Plan in the asset neighbourhood

Uptrend Partners Inc. Retirement PlanUptrend Partners Inc. Retire…$342KErnest J Wackerline Pension PlanErnest J Wackerline Pension …$342KChemsteel Construction Company Profit Sharing PlanChemsteel Construction Compa…$342KLisette Huertas Retirement PlanLisette Huertas Retirement P…$342KTc2, Inc. Retirement Plan$343K
End-of-year total assets ($M) among Uptrend Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Uptrend Partners Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Uptrend Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$405K 18.211567398577085% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.34M $0.4M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 1 $342K
2023 1 1 $439K
2024 1 1 $405K

Uptrend Partners Inc. filing trail (2022)

Total Assets (Beginning of Year)$313K
Net Assets (End of Year)$342K
Net Income$30K
Employer EIN812796652
Plan Effective Date2016-08-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Uptrend Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Uptrend Partners Inc. Retirement Plan, Total assets ($B): 0.000342255 · Participants: 1Uptrend Partners Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Uptrend Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Uptrend Partners Inc. Retirement Plan side-by-side with 3 peers →

Uptrend Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Ernest J Wackerline Pension Plan in IL ($342K); 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 ($342K 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.

Frequently Asked Questions

How did Uptrend Partners Inc. Retirement Plan assets move in 2022? ▼
Uptrend Partners Inc. Retirement Plan grew at a solid clip - up 9.5% during 2022, from $313K to $342K. Reported net income was $30K.
How have Uptrend Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uptrend Partners Inc.'s sponsor-wide assets grew 18.2%, from $342K to $405K.
Where does Uptrend Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Uptrend Partners Inc. Retirement Plan ranks in the 15th 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 Profit Sharing plans are similar in size to Uptrend Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ernest J Wackerline Pension Plan in IL ($342K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Uptrend Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 812796652.

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.