401(k) · DOL Form 5500 · 2022

Uss-Upi, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
147
Participants Small participant base
87th
Percentile by assets National rank
$301,817
Avg per participant High balance/head
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Official DOL plan name: Upi Salaried Employees Investment Plan · Sponsored by Uss-Upi, LLC · California · Manufacturing

$44M in assets, 147 participants

Uss-Upi, LLC's Upi Salaried Employees Investment Plan reported $44M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,673 in Manufacturing (20,602 peers)

Coverage in California

Upi Salaried Employees Investment Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $44M.

#16,673
in Manufacturing (20,602 peers)
-19.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upi Salaried Employees Investment Plan's outsized position by total assets

Upi Salaried Employees Investment Plan vs every filed plan by assets

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

$44,367,037 Top 13% higher than 87% 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

Upi Salaried Employees Investment 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. Upi Salaried Employees Investment Plan sits mid-pack in the medium band (147 participants).

Plan-year Form 5500 strip

Filing strip 680088974 · Uss-Upi, LLC PY 2022 · 401(k)

Upi Salaried Employees Investment Plan · $44M · 147 · 87th

  • TYPE $44M
  • NET 147
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Horicon Bank Profit Sharing and Employee Stock Ownership Plan
  • SCH ind #16673

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 Manufacturing retirement plans → · Plans in California →

Upi Salaried Employees Investment Plan in the asset neighbourhood

Upi Salaried Employees Investment PlanUpi Salaried Employees Inves…$44MThe First National Bank of Hutchinson Profit Sharing & 401(k) PlanThe First National Bank of H…$44MHoricon Bank Profit Sharing and Employee Stock Ownership PlanHoricon Bank Profit Sharing …$44MTaw 401(k) and Profit Sharing PlanTaw 401(k) and Profit Sharin…$44MOmaha Truck Center, Inc. 401(k) Retirement PlanOmaha Truck Center, Inc. 401…$44M
End-of-year total assets ($M) among Upi Salaried Employees Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$44M
Net Income-$11M
Employer EIN680088974
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uss-Upi, LLC)

Sponsor-wide plan assets over time

All Uss-Upi, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M 20222023 $80.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 4 1,026 $80M
2023 3 635 N/A

Nearby 401(k) Plans in California

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

Upi Salaried Employees Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Upi Salaried Employees Investment Plan, Total assets ($B): 0.044367037 · Participants: 147Upi Salaried Employees Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Upi Salaried Employees Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Upi Salaried Employees Investment Plan side-by-side with 3 peers →

Upi Salaried Employees Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Horicon Bank Profit Sharing and Employee Stock Ownership Plan in WI ($44M); by covered participants it is Volpe Dedicated, Inc. 401(k) Retirement Plan in PA (147 participants). Same-state nearby plans are listed separately above.

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 Upi Salaried Employees Investment Plan assets move in 2022? ▼
Upi Salaried Employees Investment Plan declined sharply - down 19.9% during 2022, from $55M to $44M. Reported net income was -$11M.
Where does Upi Salaried Employees Investment Plan rank by assets among Form 5500 filers? ▼
Upi Salaried Employees Investment Plan ranks in the 87th 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 Upi Salaried Employees Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horicon Bank Profit Sharing and Employee Stock Ownership Plan in WI ($44M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Upi Salaried Employees Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Volpe Dedicated, Inc. 401(k) Retirement Plan in PA (147 participants, $3M 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 680088974.

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.