401(k) · DOL Form 5500 · 2022
Upcap Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $84,481
- Avg per participant Below avg balance/head
Official DOL plan name: Upcap Services Inc 403 B Retirement Plan · Sponsored by Upcap Services, Inc. · Michigan · Other Services
$8M in assets, 97 participants
Upcap Services, Inc.'s Upcap Services Inc 403 B Retirement Plan reported $8M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,467 in Other Services (8,398 peers)
Upcap Services, Inc. multi-year trail
Upcap Services, Inc.'s plans moved +49.0% in assets from 2022 to 2024; this filing shows Upcap Services Inc 403 B Retirement Plan at $8M / 97 participants.
- #6,467
- in Other Services (8,398 peers)
- -19.5%
- 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.
Upcap Services Inc 403 B Retirement Plan's mid-pack asset rank among Other Services and all filers
Upcap Services Inc 403 B Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,194,632 Top 39% higher than 61% 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
Upcap Services Inc 403 B Retirement 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. Upcap Services Inc 403 B Retirement Plan is a small filing (97 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 381957176 · Upcap Services, Inc. PY 2022 · 401(k)
Upcap Services Inc 403 B Retirement Plan · $8M · 97 · 61st
- VS-ST $8M
- BOY 97
- SCH 61st
- EBSA 401(k)
- PART near Nd Energy Services 401(k) Plan
- TYPE ind #6467
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 Other Services retirement plans → · Plans in Michigan →
Upcap Services Inc 403 B Retirement Plan in the asset neighbourhood
Upcap Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Upcap Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 49.00098015383729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $8M |
| 2023 | 1 | 94 | $10M |
| 2024 | 1 | 79 | $12M |
Upcap Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 381957176 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Upcap Services Inc 403 B Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Nd Energy Services 401(k) Plan in ND ($8M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Nd Energy Services 401(k) Plan (ND) $8M · 188
- Nd Energy Services 401(k) Plan (ND) $8M · 188
- Mlg/Valiant 401(k) Plan (WI) $8M · 509
- Attom Data Solutions, LLC 401 (K) Plan (CA) $8M · 120
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Rhode Island Eye Institute 401(k)Profit Sharing Plan (RI) 97 · 0 off
- Bcs Concrete Structures 401(k) Plan (TX) 97 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 97 · 0 off
- Rbc 401(k) & Profit Sharing Plan (WA) 97 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.