401(k) · DOL Form 5500 · 2022
Upstream USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $66,809
- Avg per participant Below avg balance/head
Official DOL plan name: Upstream 401(k) Plan · Sponsored by Upstream USA, Inc. · Massachusetts · Healthcare & Social Assistance
$8M in assets, 119 participants
Upstream USA, Inc.'s Upstream 401(k) Plan reported $8M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #13,242 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Upstream 401(k) Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.
- #13,242
- in Healthcare & Social Assistance (20,060 peers)
- +2.1%
- assets growth YoY
Upstream 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Upstream 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,950,252 Top 40% higher than 60% 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
Upstream 401(k) 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. Upstream 401(k) Plan sits mid-pack in the medium band (119 participants).
Form 5500 schedule snapshot
Filing strip 352581424 · Upstream USA, Inc. PY 2022 · 401(k)
Upstream 401(k) Plan · $8M · 119 · 60th
- EBSA $8M
- PART 119
- TYPE 60th
- NET 401(k)
- BOOK near Ddp Dmo Group 401(k) Plan
- VS-ST ind #13242
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Upstream 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $95K |
| Employer EIN | 352581424 |
| Plan Effective Date | 2017-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upstream USA, Inc.)
Sponsor-wide plan assets over time
All Upstream USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 119.55033626607057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $8M |
| 2023 | 1 | 155 | $13M |
| 2024 | 1 | 181 | $17M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Upstream 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ddp Dmo Group 401(k) Plan in FL ($8M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Apreva Hospice 401(k) Plan (CA) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Shinn 401(k) Retirement Plan (IA) 119 · 0 off
- Utah Medical Products, Inc. 401(k) Retirement Plan (UT) 119 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.