401(k) · DOL Form 5500 · 2022
Upland Software, Inc. 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 478
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $116,960
- Avg per participant Below avg balance/head
Official DOL plan name: Upland Software Inc. 401(k) · Sponsored by Upland Software, Inc. · Texas · Professional & Technical Services
$56M in assets, 478 participants
Upland Software, Inc.'s Upland Software Inc. 401(k) reported $56M in total assets and 478 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.
- #19,400 in Professional & Technical Services (21,562 peers)
Where Upland Software Inc. 401(k) sits by assets
Upland Software Inc. 401(k) sits in the top quartile of all filed plans by assets, $56M for 478 participants (~$116,960/participant), down 9.6% in 2022.
- #19,400
- in Professional & Technical Services (21,562 peers)
- -9.6%
- assets change YoY
- 0.6×
- 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.
Upland Software Inc. 401(k)'s outsized position by total assets
Upland Software Inc. 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,906,752 Top 11% higher than 89% 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
Upland Software Inc. 401(k) 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. Upland Software Inc. 401(k) sits mid-pack in the medium band (478 participants).
DOL schedule card
Filing strip 272992077 · Upland Software, Inc. PY 2022 · 401(k)
Upland Software Inc. 401(k) · $56M · 478 · 89th
- PCT $56M
- EIN 478
- RANK 89th
- PHOTO 401(k)
- IND near Motional Ad Retirement Savings Program
- EOY ind #19400
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 Professional & Technical Services retirement plans → · Plans in Texas →
Upland Software Inc. 401(k) in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$12M |
| Employer EIN | 272992077 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upland Software, Inc.)
Sponsor-wide plan assets over time
All Upland Software, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 16.599928752791794% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 478 | $56M |
| 2023 | 1 | 446 | $61M |
| 2024 | 1 | 475 | $65M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Upland Software Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Motional Ad Retirement Savings Program in MA ($56M); by covered participants it is Edco Health Information Solutions 401(k) Retirement Plan in MO (478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Motional Ad Retirement Savings Program (MA) $56M · 870
- Mizuho Osi 401(k) Savings Plan (CA) $56M · 429
- Vice Media LLC 401(k) Plan (NY) $56M · 874
- Inserra Supermarkets, Inc. Profit Sharing 401(k) Plan (NJ) $56M · 285
Similar participant headcount
Nearest other-state filings by covered participants (478 participants); asset peers above are excluded.
- Edco Health Information Solutions 401(k) Retirement Plan (MO) 478 · 0 off
- Merical, Inc. Employee's Savings Plan (CA) 478 · 0 off
- Arbor Management, Inc. Employee's Retirement/ Saving Plan (IL) 478 · 0 off
- Oneaz Credit Union 401(k) Plan (AZ) 478 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.