Profit Sharing · DOL Form 5500 · 2022

Upper Wellness Inc. Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$200,000
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upper Wellness Inc. Retirement Plan · Sponsored by Upper Wellness Inc. · North Carolina · Other Services

$400K in assets, 2 participants

Upper Wellness Inc.'s Upper Wellness Inc. Retirement Plan reported $400K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,925 in Other Services (8,398 peers)

Upper Wellness Inc. multi-year trail

Upper Wellness Inc.'s plans moved -82.5% in assets from 2022 to 2024; this filing shows Upper Wellness Inc. Retirement Plan at $400K / 2 participants.

#2,925
in Other Services (8,398 peers)
$400K
reported net income

Upper Wellness Inc. Retirement Plan among the smaller filed plans by assets

Upper Wellness Inc. Retirement Plan vs every filed plan by assets

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

$400,000 16th percentile higher than 16% 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

Upper Wellness 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. Upper Wellness Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 881340251 · Upper Wellness Inc. PY 2022 · Profit Sharing

Upper Wellness Inc. Retirement Plan · $400K · 2 · 16th

  • BOY $400K
  • SCH 2
  • EBSA 16th
  • PART Profit Sharing
  • TYPE near Jenjoc Enterprises Inc. Retirement Plan
  • NET ind #2925

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 North Carolina →

Upper Wellness Inc. Retirement Plan in the asset neighbourhood

Upper Wellness Inc. Retirement PlanUpper Wellness Inc. Retireme…$400KJenjoc Enterprises Inc. Retirement PlanJenjoc Enterprises Inc. Reti…$400KIchthyopark, Inc. Profit Sharing PlanIchthyopark, Inc. Profit Sha…$400KS & K Kennemore Company Retirement PlanS & K Kennemore Company Reti…$400KShs-Mn, Inc. Retirement Plan$400K
End-of-year total assets ($M) among Upper Wellness Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Upper Wellness Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upper Wellness Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70K 82.52775% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.4M $0.07M ▼ -82.5%
Year Plans Participants Total Assets
2022 1 2 $400K
2023 1 2 $449K
2024 1 2 $70K

Upper Wellness Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$400K
Net Income$400K
Employer EIN881340251
Plan Effective Date2022-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Upper Wellness Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Upper Wellness Inc. Retirement Plan, Total assets ($B): 0.0004 · Participants: 2Upper Wellness Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Upper Wellness Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Upper Wellness Inc. Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Profit Sharing by assets is Jenjoc Enterprises Inc. Retirement Plan in WI ($400K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($400K here).

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 Upper Wellness Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Wellness Inc.'s sponsor-wide assets declined 82.5%, from $400K to $70K.
Where does Upper Wellness Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Upper Wellness Inc. Retirement Plan ranks in the 16th 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 Upper Wellness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jenjoc Enterprises Inc. Retirement Plan in WI ($400K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Upper Wellness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 881340251.

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.