401(k) · DOL Form 5500 · 2022

Upward Projects 401(k) Plan

Data updated 2026-08-25

$746K
Total assets Small plan by assets
699
Participants Below avg headcount
22nd
Percentile by assets National rank
$1,067
Avg per participant Low balance/head
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Official DOL plan name: Upward Projects 401(k) Plan · Sponsored by Upward Projects · Arizona · Food Services & Accommodation

$746K in assets, 699 participants

Upward Projects's Upward Projects 401(k) Plan reported $746K in total assets and 699 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,479 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Upward Projects 401(k) Plan ranks #2,479 of 4,592 2022 filers by assets (2623% of the sector average)-$746K for 699 participants.

#2,479
in Food Services & Accommodation (4,592 peers)
$746K
reported net income

Upward Projects 401(k) Plan among the smaller filed plans by assets

Upward Projects 401(k) Plan vs every filed plan by assets

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

$746,043 22nd percentile higher than 22% 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

Upward Projects 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. Upward Projects 401(k) Plan sits mid-pack in the medium band (699 participants).

Form 5500 schedule snapshot

Filing strip 823127811 · Upward Projects PY 2022 · 401(k)

Upward Projects 401(k) Plan · $746K · 699 · 22nd

  • TYPE $746K
  • TYPE 699
  • TYPE 22nd
  • TYPE 401(k)
  • TYPE near Lokahi Corporation 401(k) Plan
  • TYPE ind #2479

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 Arizona →

Upward Projects 401(k) Plan in the asset neighbourhood

Upward Projects 401(k) Plan$746KLokahi Corporation 401(k) PlanLokahi Corporation 401(k) Pl…$746KDeer Springs Incorporated 401(k) PlanDeer Springs Incorporated 40…$746KEmpire Sheet Metal, Inc. 401(k) Ps Plan .Empire Sheet Metal, Inc. 401…$746KMartin Carpet Cleaning Comany, Inc. 401(k) PlanMartin Carpet Cleaning Coman…$746K
End-of-year total assets ($M) among Upward Projects 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$746K
Net Income$746K
Employer EIN823127811
Plan Effective Date2022-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upward Projects)

Sponsor-wide plan assets over time

All Upward Projects plans reported in each filing year

Latest sponsor-wide plan assets
$5M 530.5414031094722% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.75M $4.7M ▲ +526.7%
Year Plans Participants Total Assets
2022 1 699 $746K
2023 1 816 $2M
2024 1 1,025 $5M

Nearby 401(k) Plans in Arizona

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

Upward Projects 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Upward Projects 401(k) Plan, Total assets ($B): 0.000746043 · Participants: 699Upward Projects 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Upward Projects 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Upward Projects 401(k) Plan side-by-side with 3 peers →

Upward Projects 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Lokahi Corporation 401(k) Plan in WA ($746K); by covered participants it is Consolidated Information Servi 401(k) Profit Sharing Plan & Trust in PA (699 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($746K here).

Similar participant headcount

Nearest other-state filings by covered participants (699 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 have Upward Projects plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upward Projects's sponsor-wide assets grew 530.5%, from $746K to $5M.
Where does Upward Projects 401(k) Plan rank by assets among Form 5500 filers? ▼
Upward Projects 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Upward Projects 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lokahi Corporation 401(k) Plan in WA ($746K, 39 participants).
Which 401(k) plans cover a similar participant headcount to Upward Projects 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consolidated Information Servi 401(k) Profit Sharing Plan & Trust in PA (699 participants, $16M 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 823127811.

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.