401(k) · DOL Form 5500 · 2022
Upson Company 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $51,091
- Avg per participant Low balance/head
Official DOL plan name: Upson Company Profit Sharing 401(k) Plan · Sponsored by Upson Company · Idaho · Construction
$4M in assets, 69 participants
Upson Company's Upson Company Profit Sharing 401(k) Plan reported $4M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,165 in Construction (9,927 peers)
Upson Company multi-year trail
Upson Company's plans moved +49.2% in assets from 2022 to 2024; this filing shows Upson Company Profit Sharing 401(k) Plan at $4M / 69 participants.
- #4,165
- in Construction (9,927 peers)
- -39.2%
- 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.
Upson Company Profit Sharing 401(k) Plan's mid-pack asset rank among Construction and all filers
Upson Company Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,525,313 43rd percentile higher than 43% 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
Upson Company Profit Sharing 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. Upson Company Profit Sharing 401(k) Plan is a small filing (69 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 820455046 · Upson Company PY 2022 · 401(k)
Upson Company Profit Sharing 401(k) Plan · $4M · 69 · 43rd
- PCT $4M
- EIN 69
- RANK 43rd
- PHOTO 401(k)
- IND near Autozone Puerto Rico, Inc. Retirement Savings Plan
- EOY ind #4165
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 Construction retirement plans → · Plans in Idaho →
Upson Company Profit Sharing 401(k) Plan in the asset neighbourhood
Upson Company multi-year asset trail
Sponsor-wide plan assets over time
All Upson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 49.213956321041564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $4M |
| 2023 | 1 | 74 | $5M |
| 2024 | 1 | 92 | $5M |
Upson Company filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 820455046 |
| Plan Effective Date | 1995-07-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $2.8B · 9,161
- Idaho National Laboratory Employee Investment Plan $1.9B · 5,961
- Simplot Retirement Savings Plan $1.1B · 7,817
- Idaho Power Company Employee Savings Plan $694M · 2,009
- Boise Cascade Company Savings Plan $536M · 3,405
Upson Company Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Autozone Puerto Rico, Inc. Retirement Savings Plan in TN ($4M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 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 (69 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.