401(k) · DOL Form 5500 · 2022

Uplift Family Services 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
898
Participants Near avg headcount
89th
Percentile by assets National rank
$60,766
Avg per participant Low balance/head
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Official DOL plan name: Uplift Family Services 401(k) Plan · Sponsored by Uplift Family Services · California · Healthcare & Social Assistance

$55M in assets, 898 participants

Uplift Family Services's Uplift Family Services 401(k) Plan reported $55M in total assets and 898 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,131 in Healthcare & Social Assistance (20,060 peers)

Where Uplift Family Services 401(k) Plan sits by assets

Uplift Family Services 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 898 participants (~$60,766/participant), down 17.7% in 2022.

#18,131
in Healthcare & Social Assistance (20,060 peers)
-17.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uplift Family Services 401(k) Plan's outsized position by total assets

Uplift Family Services 401(k) Plan vs every filed plan by assets

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

$54,567,529 Top 11% higher than 89% 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

Uplift Family Services 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. Uplift Family Services 401(k) Plan sits mid-pack in the medium band (898 participants).

Plan-year Form 5500 strip

Filing strip 942295953 · Uplift Family Services PY 2022 · 401(k)

Uplift Family Services 401(k) Plan · $55M · 898 · 89th

  • PCT $55M
  • PCT 898
  • PCT 89th
  • PCT 401(k)
  • PCT near Armstrong International, Inc. Employees' 401(k) Plan
  • PCT ind #18131

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 California →

Uplift Family Services 401(k) Plan in the asset neighbourhood

Commercial Vehicle Group, Inc. 401(k) PlanCommercial Vehicle Group, In…$55MBierlein 401(k) Profit Sharing PlanBierlein 401(k) Profit Shari…$55MUplift Family Services 401(k) PlanUplift Family Services 401(k…$55MArmstrong International, Inc. Employees' 401(k) PlanArmstrong International, Inc…$55MChicago Sun-Times Media Inc. 401(k) PlanChicago Sun-Times Media Inc.…$55M
End-of-year total assets ($M) among Uplift Family Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$55M
Net Income-$12M
Employer EIN942295953
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uplift Family Services)

Sponsor-wide plan assets over time

All Uplift Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$127M 86.98608237804484% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $67.7M $127M ▲ +87.0%
Year Plans Participants Total Assets
2022 5 3,702 $68M
2023 1 1,956 $106M
2024 1 2,042 $127M

Nearby 401(k) Plans in California

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

Uplift Family Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Uplift Family Services 401(k) Plan, Total assets ($B): 0.054567529 · Participants: 898Uplift Family Services 401(k) 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
Uplift Family Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Uplift Family Services 401(k) Plan side-by-side with 3 peers →

Uplift Family Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Armstrong International, Inc. Employees' 401(k) Plan in MI ($55M); by covered participants it is Encore Electric, Inc. 401(k) Plan in CO (898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (898 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 Uplift Family Services 401(k) Plan assets move in 2022? ▼
Uplift Family Services 401(k) Plan declined sharply - down 17.7% during 2022, from $66M to $55M. Reported net income was -$12M.
How have Uplift Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uplift Family Services's sponsor-wide assets grew 87.0%, from $68M to $127M.
Where does Uplift Family Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Uplift Family Services 401(k) Plan ranks in the 89th 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 Uplift Family Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Armstrong International, Inc. Employees' 401(k) Plan in MI ($55M, 447 participants).
Which 401(k) plans cover a similar participant headcount to Uplift Family Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Encore Electric, Inc. 401(k) Plan in CO (898 participants, $58M 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 942295953.

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.