401(k) · DOL Form 5500 · 2022

Upgrade Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
522
Participants Below avg headcount
73rd
Percentile by assets National rank
$28,984
Avg per participant Low balance/head
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Official DOL plan name: Upgrade Inc. 401(k) Plan · Sponsored by Upgrade Inc. · California · Finance & Insurance

$15M in assets, 522 participants

Upgrade Inc.'s Upgrade Inc. 401(k) Plan reported $15M in total assets and 522 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,341 in Finance & Insurance (9,261 peers)

Upgrade Inc. multi-year trail

Upgrade Inc.'s plans moved +260.4% in assets from 2022 to 2024; this filing shows Upgrade Inc. 401(k) Plan at $15M / 522 participants.

#5,341
in Finance & Insurance (9,261 peers)
$5M
reported net income

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

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

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

$15,129,879 Top 27% higher than 73% 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

Upgrade 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. Upgrade Inc. 401(k) Plan sits mid-pack in the medium band (522 participants).

Form 5500 schedule snapshot

Filing strip 812807376 · Upgrade Inc. PY 2022 · 401(k)

Upgrade Inc. 401(k) Plan · $15M · 522 · 73rd

  • EIN $15M
  • RANK 522
  • PHOTO 73rd
  • IND 401(k)
  • EOY near The Myr Group Hourly 401(k) Plan
  • 5500 ind #5341

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 Finance & Insurance retirement plans → · Plans in California →

Upgrade Inc. 401(k) Plan in the asset neighbourhood

Upgrade Inc. 401(k) Plan$15MThe Myr Group Hourly 401(k) PlanThe Myr Group Hourly 401(k) …$15MCattron North America 401(k) PlanCattron North America 401(k)…$15MRam Partners, LLC 401(k) Retirement Savings PlanRam Partners, LLC 401(k) Ret…$15MCassavant Machining, Inc. Profit Sharing PlanCassavant Machining, Inc. Pr…$15M
End-of-year total assets ($M) among Upgrade Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Upgrade Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upgrade Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 260.4164844940267% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $15.1M $54.5M ▲ +260.4%
Year Plans Participants Total Assets
2022 2 1,124 $15M
2023 1 1,170 $29M
2024 1 1,221 $55M

Upgrade Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN812807376
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Upgrade Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Upgrade Inc. 401(k) Plan, Total assets ($B): 0.015129879 · Participants: 522Upgrade Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Upgrade Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Upgrade Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Myr Group Hourly 401(k) Plan in CO ($15M); by covered participants it is Armstrong & Teasdale 401(k) Plan in MO (522 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (522 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 Upgrade Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upgrade Inc.'s sponsor-wide assets grew 260.4%, from $15M to $55M.
Which 401(k) plans are similar in size to Upgrade Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Myr Group Hourly 401(k) Plan in CO ($15M, 645 participants).
Which 401(k) plans cover a similar participant headcount to Upgrade Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Armstrong & Teasdale 401(k) Plan in MO (522 participants, $129M 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 812807376.

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.