401(k) · DOL Form 5500 · 2022

Upchurch Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
134
Participants Small participant base
48th
Percentile by assets National rank
$32,981
Avg per participant Low balance/head
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Official DOL plan name: Upchurch Management Co. Inc. Employee Saving Trust · Sponsored by Upchurch Management Company, Inc. · Florida · Food Services & Accommodation

$4M in assets, 134 participants

Upchurch Management Company, Inc.'s Upchurch Management Co. Inc. Employee Saving Trust reported $4M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,711 in Food Services & Accommodation (4,592 peers)

Coverage in Florida

Upchurch Management Co. Inc. Employee Saving Trust covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,711
in Food Services & Accommodation (4,592 peers)
-15.1%
assets change YoY

The plan reported a net loss of $786K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upchurch Management Co. Inc. Employee Saving Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Upchurch Management Co. Inc. Employee Saving Trust vs every filed plan by assets

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

$4,419,479 48th percentile higher than 48% 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

Upchurch Management Co. Inc. Employee Saving Trust 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. Upchurch Management Co. Inc. Employee Saving Trust sits mid-pack in the medium band (134 participants).

Form 5500 schedule snapshot

Filing strip 592057671 · Upchurch Management Company, Inc. PY 2022 · 401(k)

Upchurch Management Co. Inc. Employee Saving Trust · $4M · 134 · 48th

  • NET $4M
  • NET 134
  • NET 48th
  • NET 401(k)
  • NET near Rocket Ems, Inc. 401(k) Plan
  • NET ind #3711

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Upchurch Management Co. Inc. Employee Saving Trust in the asset neighbourhood

Upchurch Management Co. Inc. Employee Saving TrustUpchurch Management Co. Inc.…$4MRocket Ems, Inc. 401(k) Plan$4MDfw Movers & Erectors 401(k) PlanDfw Movers & Erectors 401(k)…$4MJ.P. Recovery Services 401(k) PlanJ.P. Recovery Services 401(k…$4MGould Property Company 401(k) PlanGould Property Company 401(k…$4M
End-of-year total assets ($M) among Upchurch Management Co. Inc. Employee Saving Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$786K
Employer EIN592057671
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upchurch Management Company, Inc.)

Sponsor-wide plan assets over time

All Upchurch Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.65445632844958% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.42M $6.04M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 134 $4M
2023 1 135 $5M
2024 1 130 $6M

Nearby 401(k) Plans in Florida

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

Upchurch Management Co. Inc. Employee Saving Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Upchurch Management Co. Inc. Employee Saving Trust, Total assets ($B): 0.004419479 · Participants: 134Upchurch Management Co. Inc. Employee Saving TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Upchurch Management Co. Inc. Employee Saving Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Upchurch Management Co. Inc. Employee Saving Trust side-by-side with 3 peers →

Upchurch Management Co. Inc. Employee Saving Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rocket Ems, Inc. 401(k) Plan in CA ($4M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 (134 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 Upchurch Management Co. Inc. Employee Saving Trust assets move in 2022? ▼
Upchurch Management Co. Inc. Employee Saving Trust declined sharply - down 15.1% during 2022, from $5M to $4M. Reported net income was -$786K.
How have Upchurch Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upchurch Management Company, Inc.'s sponsor-wide assets grew 36.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Upchurch Management Co. Inc. Employee Saving Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rocket Ems, Inc. 401(k) Plan in CA ($4M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Upchurch Management Co. Inc. Employee Saving Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants, N/A 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 592057671.

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.