Profit Sharing · DOL Form 5500 · 2022

Looking Upwards, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
376
Participants Below avg headcount
56th
Percentile by assets National rank
$17,584
Avg per participant Low balance/head
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Official DOL plan name: Looking Upwards, Inc. 401 (K) Retirement Plan · Sponsored by Looking Upwards, Inc. · Rhode Island · Other Services

$7M in assets, 376 participants

Looking Upwards, Inc.'s Looking Upwards, Inc. 401 (K) Retirement Plan reported $7M in total assets and 376 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #6,188 in Other Services (8,398 peers)

Coverage in Rhode Island

Looking Upwards, Inc. 401 (K) Retirement Plan covers 376 participants in Rhode Island, about 26% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#6,188
in Other Services (8,398 peers)
-2.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Looking Upwards, Inc. 401 (K) Retirement Plan's mid-pack asset rank among Other Services and all filers

Looking Upwards, Inc. 401 (K) Retirement Plan vs every filed plan by assets

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

$6,611,506 Top 44% higher than 56% 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

Looking Upwards, Inc. 401 (K) Retirement 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. Looking Upwards, Inc. 401 (K) Retirement Plan sits mid-pack in the medium band (376 participants).

Form 5500 schedule snapshot

Filing strip 050376075 · Looking Upwards, Inc. PY 2022 · Profit Sharing

Looking Upwards, Inc. 401 (K) Retirement Plan · $7M · 376 · 56th

  • PCT $7M
  • PCT 376
  • PCT 56th
  • PCT Profit Sharing
  • PCT near Sprinkmann Insulation, Inc. Profit Sharing Plan
  • PCT ind #6188

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 Rhode Island →

Looking Upwards, Inc. 401 (K) Retirement Plan in the asset neighbourhood

Looking Upwards, Inc. 401 (K) Retirement PlanLooking Upwards, Inc. 401 (K…$7MSprinkmann Insulation, Inc. Profit Sharing PlanSprinkmann Insulation, Inc. …$7MFpi Industries Inc Profit Sharing PlanFpi Industries Inc Profit Sh…$7MDavis, Arneil Law Firm, LLP Profit Sharing Plan & TrustDavis, Arneil Law Firm, LLP …$7MStephen D. Taylor, D.M.D. 401(k) Profit Sharing PlanStephen D. Taylor, D.M.D. 40…$7M
End-of-year total assets ($M) among Looking Upwards, Inc. 401 (K) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN050376075
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Looking Upwards, Inc.)

Sponsor-wide plan assets over time

All Looking Upwards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.915704228355835% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.61M $9.05M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 376 $7M
2023 1 403 $8M
2024 1 488 $9M

Nearby Profit Sharing Plans in Rhode Island

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Looking Upwards, Inc. 401 (K) Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Looking Upwards, Inc. 401 (K) Retirement Plan, Total assets ($M): 6.611506 · Participants: 376Looking Upwards, Inc. 401 (K) Retirement PlanCare New England 403(b) Match & Savings Plan, Total assets ($M): 427.342476 · Participants: 7302Care New England 403(b) Match & Savings PlanTextron Retirement Account Plan Trust, Total assets ($M): 290.953449 · Participants: 10515Textron Retirement Account Plan TrustBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 237.323248 · Participants: 949Brown Physicians, Inc. 401(a) PlanInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 153.33546 · Participants: 1039International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanIuoe Local 57 Annuity Plan, Total assets ($M): 119.52349 · Participants: 871Iuoe Local 57 Annuity Plan
Looking Upwards, Inc. 401 (K) Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants

Looking Upwards, Inc. 401 (K) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Rhode Island, the nearest Profit Sharing by assets is Sprinkmann Insulation, Inc. Profit Sharing Plan in IL ($7M); by covered participants it is Dr. Susoni Health Community Service Corp. Dba Hospital Cayetano Coli Y Toste Retirement Plan in PR (376 participants). Same-state nearby plans are listed separately above.

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 Looking Upwards, Inc. 401 (K) Retirement Plan assets move in 2022?
Looking Upwards, Inc. 401 (K) Retirement Plan edged down modestly - down 2.8% during 2022, from $7M to $7M. Reported net income was -$1M.
How have Looking Upwards, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Looking Upwards, Inc.'s sponsor-wide assets grew 36.9%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Looking Upwards, Inc. 401 (K) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Sprinkmann Insulation, Inc. Profit Sharing Plan in IL ($7M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Looking Upwards, Inc. 401 (K) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dr. Susoni Health Community Service Corp. Dba Hospital Cayetano Coli Y Toste Retirement Plan in PR (376 participants, $2M in assets).