Other · DOL Form 5500 · 2022
Uplift Family Services Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 890
- Participants Near avg headcount
- 29th
- Percentile by assets National rank
- $1,550
- Avg per participant Low balance/head
Official DOL plan name: Uplift Family Services 403(b) Plan · Sponsored by Uplift Family Services · California · Healthcare & Social Assistance
$1M in assets, 890 participants
Uplift Family Services's Uplift Family Services 403(b) Plan reported $1M in total assets and 890 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,462 in Healthcare & Social Assistance (20,060 peers)
Uplift Family Services multi-year trail
Uplift Family Services's plans moved +87.0% in assets from 2022 to 2024; this filing shows Uplift Family Services 403(b) Plan at $1M / 890 participants.
- #5,462
- in Healthcare & Social Assistance (20,060 peers)
- -47.2%
- 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.
Uplift Family Services 403(b) Plan among the smaller filed plans by assets
Uplift Family Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,379,290 29th percentile higher than 29% 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
Uplift Family Services 403(b) 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 403(b) Plan sits mid-pack in the medium band (890 participants).
Plan-year Form 5500 strip
Filing strip 942295953 · Uplift Family Services PY 2022 · Other
Uplift Family Services 403(b) Plan · $1M · 890 · 29th
- ASSETS $1M
- ASSETS 890
- ASSETS 29th
- ASSETS Other
- ASSETS near Pelican Educational Foundation Inc. Retirement Plan
- ASSETS ind #5462
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 403(b) Plan in the asset neighbourhood
Uplift Family Services multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 3,702 | $68M |
| 2023 | 1 | 1,956 | $106M |
| 2024 | 1 | 2,042 | $127M |
Uplift Family Services filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 942295953 |
| Plan Effective Date | 2004-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Uplift Family Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Pelican Educational Foundation Inc. Retirement Plan in LA ($1M); by covered participants it is Columbus Community Hospital, Inc. Tax Sheltered Annuity Plan in NE (890 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Pelican Educational Foundation Inc. Retirement Plan (LA) $1M · 50
- The Arc of Fayette County 403(b) Plan (PA) $1M · 42
- Lakeview Retirement Plan (MN) $1M · 134
- Global Kids 403(b) DC Plan (NY) $1M · 43
Similar participant headcount
Nearest other-state filings by covered participants (890 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.