Profit Sharing · DOL Form 5500 · 2022
Upton Ka Inc. Profit Sharing Plan
Data updated 2026-08-25
- $360K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $24,000
- Avg per participant Low balance/head
Official DOL plan name: Upton Ka Inc. Retirement Plan · Sponsored by Upton Ka Inc. · Virginia · Educational Services
$360K in assets, 15 participants
Upton Ka Inc.'s Upton Ka Inc. Retirement Plan reported $360K in total assets and 15 participants 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.
- #450 in Educational Services (4,024 peers)
Upton Ka Inc. multi-year trail
Upton Ka Inc.'s plans moved -99.9% in assets from 2022 to 2023; this filing shows Upton Ka Inc. Retirement Plan at $360K / 15 participants.
- #450
- in Educational Services (4,024 peers)
- +20.0%
- assets growth YoY
Upton Ka Inc. Retirement Plan among the smaller filed plans by assets
Upton Ka Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$360,000 15th percentile higher than 15% 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
Upton Ka Inc. Retirement 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. Upton Ka Inc. Retirement Plan is a small filing (15 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 465491059 · Upton Ka Inc. PY 2022 · Profit Sharing
Upton Ka Inc. Retirement Plan · $360K · 15 · 15th
- IND $360K
- EOY 15
- 5500 15th
- ASSETS Profit Sharing
- PCT near Bcab Construction Inc. Retirement Plan
- EIN ind #450
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 →
Upton Ka Inc. Retirement Plan in the asset neighbourhood
Upton Ka Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Upton Ka Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $231 99.93583333333333% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $360K |
| 2023 | 1 | 18 | $231 |
Upton Ka Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $300K |
|---|---|
| Net Assets (End of Year) | $360K |
| Net Income | $60K |
| Employer EIN | 465491059 |
| Plan Effective Date | 2014-04-24 |
| 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
Upton Ka Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Bcab Construction Inc. Retirement Plan in FL ($360K); by covered participants it is Texo Enterprises, Inc. Retirement Plan in KY (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360K here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.