401(k) · DOL Form 5500 · 2022
Upward Unlimited, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $88,373
- Avg per participant Below avg balance/head
Official DOL plan name: Upward Unlimited, Inc. 401(k) Plan · Sponsored by Upward Unlimited, Inc. · South Carolina · Other Services
$4M in assets, 47 participants
Upward Unlimited, Inc.'s Upward Unlimited, Inc. 401(k) Plan reported $4M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,618 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Upward Unlimited, Inc. 401(k) Plan ranks #5,618 of 8,398 2022 filers by assets (483% of the sector average)-$4M for 47 participants.
- #5,618
- in Other Services (8,398 peers)
- -29.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upward Unlimited, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers
Upward Unlimited, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,153,528 47th percentile higher than 47% 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
Upward Unlimited, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upward Unlimited, Inc. 401(k) Plan is a small filing (47 participants) on this national headcount ladder.
DOL schedule card
Filing strip 571031173 · Upward Unlimited, Inc. PY 2022 · 401(k)
Upward Unlimited, Inc. 401(k) Plan · $4M · 47 · 47th
- RANK $4M
- RANK 47
- RANK 47th
- RANK 401(k)
- RANK near Provider Resources, Inc. 401(k) Plan
- RANK ind #5618
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 Other Services retirement plans → · Plans in South Carolina →
Upward Unlimited, Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 571031173 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upward Unlimited, Inc.)
Sponsor-wide plan assets over time
All Upward Unlimited, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.337807280942853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $4M |
| 2023 | 1 | 39 | $4M |
| 2024 | 1 | 43 | $5M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Upward Unlimited, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Provider Resources, Inc. 401(k) Plan in PA ($4M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.