401(k) · DOL Form 5500 · 2022

Upl NA Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
435
Participants Below avg headcount
91st
Percentile by assets National rank
$174,035
Avg per participant Above avg balance/head
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Official DOL plan name: Upl NA Inc. 401(k) Plan · Sponsored by Upl NA Inc. · Pennsylvania · Manufacturing

$76M in assets, 435 participants

Upl NA Inc.'s Upl NA Inc. 401(k) Plan reported $76M in total assets and 435 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,838 in Manufacturing (20,602 peers)

Where Upl NA Inc. 401(k) Plan sits by assets

Upl NA Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $76M for 435 participants (~$174,035/participant), down 18.5% in 2022.

#17,838
in Manufacturing (20,602 peers)
-18.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upl NA Inc. 401(k) Plan's outsized position by total assets

Upl NA Inc. 401(k) Plan vs every filed plan by assets

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

$75,705,413 Top 9% higher than 91% 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

Upl NA Inc. 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. Upl NA Inc. 401(k) Plan sits mid-pack in the medium band (435 participants).

EBSA filing schedule strip

Filing strip 510377088 · Upl NA Inc. PY 2022 · 401(k)

Upl NA Inc. 401(k) Plan · $76M · 435 · 91st

  • EIN $76M
  • EIN 435
  • EIN 91st
  • EIN 401(k)
  • EIN near Sojitz Group 401(k) Plan
  • EIN ind #17838

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Upl NA Inc. 401(k) Plan in the asset neighbourhood

North Bend Medical Center 401(k) PlanNorth Bend Medical Center 40…$76MVitech Systems Group 401(k) PlanVitech Systems Group 401(k) …$76MUpl NA Inc. 401(k) Plan$76MSojitz Group 401(k) Plan$76MThe Vane Brothers Company Retirement Savings PlanThe Vane Brothers Company Re…$76M
End-of-year total assets ($M) among Upl NA Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$76M
Net Income-$17M
Employer EIN510377088
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upl NA Inc.)

Sponsor-wide plan assets over time

All Upl NA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 25.89050402512169% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.7M $95.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 435 $76M
2023 1 477 $88M
2024 1 444 $95M

Nearby 401(k) Plans in Pennsylvania

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

Upl NA Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Upl NA Inc. 401(k) Plan, Total assets ($B): 0.075705413 · Participants: 435Upl NA Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Upl NA Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Upl NA Inc. 401(k) Plan side-by-side with 3 peers →

Upl NA Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sojitz Group 401(k) Plan in NY ($76M); by covered participants it is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (435 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 did Upl NA Inc. 401(k) Plan assets move in 2022? ▼
Upl NA Inc. 401(k) Plan declined sharply - down 18.5% during 2022, from $93M to $76M. Reported net income was -$17M.
How have Upl NA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upl NA Inc.'s sponsor-wide assets grew 25.9%, from $76M to $95M.
Where does Upl NA Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Upl NA Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Upl NA Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sojitz Group 401(k) Plan in NY ($76M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Upl NA Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants, $26M 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 510377088.

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.