401(k) · DOL Form 5500 · 2022

Upstaging, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
373
Participants Below avg headcount
80th
Percentile by assets National rank
$66,431
Avg per participant Below avg balance/head
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Official DOL plan name: Upstaging, Inc. 401(k) Savings Plan · Sponsored by Upstaging, Inc. · Illinois · Transportation & Warehousing

$25M in assets, 373 participants

Upstaging, Inc.'s Upstaging, Inc. 401(k) Savings Plan reported $25M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,105 in Transportation & Warehousing (3,876 peers)

Coverage in Illinois

Upstaging, Inc. 401(k) Savings Plan covers 373 participants in Illinois, about 48% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#3,105
in Transportation & Warehousing (3,876 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upstaging, Inc. 401(k) Savings Plan's outsized position by total assets

Upstaging, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$24,778,798 Top 20% higher than 80% 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

Upstaging, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstaging, Inc. 401(k) Savings Plan sits mid-pack in the medium band (373 participants).

EBSA filing schedule strip

Filing strip 362790019 · Upstaging, Inc. PY 2022 · 401(k)

Upstaging, Inc. 401(k) Savings Plan · $25M · 373 · 80th

  • ASSETS $25M
  • PCT 373
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Aero Simulation, Inc. 401(k) Plan
  • IND ind #3105

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 Transportation & Warehousing retirement plans → · Plans in Illinois →

Upstaging, Inc. 401(k) Savings Plan in the asset neighbourhood

Upstaging, Inc. 401(k) Savings PlanUpstaging, Inc. 401(k) Savin…$25MAero Simulation, Inc. 401(k) PlanAero Simulation, Inc. 401(k)…$25MWest Fraser, Inc. 401(k) Plan for Collectively Bargained EmployeesWest Fraser, Inc. 401(k) Pla…$25MCobb Mechanical Contractors, Inc. 401 (K) & Profit Sharing PlanCobb Mechanical Contractors,…$25MFirstbank Southwest 401(k) & Profit Sharing PlanFirstbank Southwest 401(k) &…$25M
End-of-year total assets ($M) among Upstaging, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN362790019
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstaging, Inc.)

Sponsor-wide plan assets over time

All Upstaging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 49.576734916681595% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $37.1M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 373 $25M
2023 1 415 $31M
2024 1 480 $37M

Nearby 401(k) Plans in Illinois

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

Upstaging, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Upstaging, Inc. 401(k) Savings Plan, Total assets ($B): 0.024778798 · Participants: 373Upstaging, Inc. 401(k) Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Upstaging, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Upstaging, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Upstaging, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Aero Simulation, Inc. 401(k) Plan in FL ($25M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 did Upstaging, Inc. 401(k) Savings Plan assets move in 2022? ▼
Upstaging, Inc. 401(k) Savings Plan pulled back noticeably - down 13.1% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Upstaging, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstaging, Inc.'s sponsor-wide assets grew 49.6%, from $25M to $37M.
Where does Upstaging, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Upstaging, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upstaging, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aero Simulation, Inc. 401(k) Plan in FL ($25M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Upstaging, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants, $22M 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 362790019.

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.