401(k) · DOL Form 5500 · 2022

Upperline Health, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
914
Participants Near avg headcount
75th
Percentile by assets National rank
$18,569
Avg per participant Low balance/head
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Official DOL plan name: Upperline Health 401(k) Retirement Plan · Sponsored by Upperline Health, Inc. · Tennessee · Healthcare & Social Assistance

$17M in assets, 914 participants

Upperline Health, Inc.'s Upperline Health 401(k) Retirement Plan reported $17M in total assets and 914 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,829 in Healthcare & Social Assistance (20,060 peers)

Where Upperline Health 401(k) Retirement Plan sits by assets

Upperline Health 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 914 participants (~$18,569/participant), up 0.6% in 2022.

#15,829
in Healthcare & Social Assistance (20,060 peers)
+0.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Upperline Health 401(k) Retirement Plan's outsized position by total assets

Upperline Health 401(k) Retirement Plan vs every filed plan by assets

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

$16,972,371 Top 25% higher than 75% 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

Upperline Health 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. Upperline Health 401(k) Retirement Plan sits mid-pack in the medium band (914 participants).

Plan-year Form 5500 strip

Filing strip 814298671 · Upperline Health, Inc. PY 2022 · 401(k)

Upperline Health 401(k) Retirement Plan · $17M · 914 · 75th

  • BOOK $17M
  • VS-ST 914
  • BOY 75th
  • SCH 401(k)
  • EBSA near Bunim-Murray Productions 401(k) Plan
  • PART ind #15829

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 Tennessee →

Upperline Health 401(k) Retirement Plan in the asset neighbourhood

Upperline Health 401(k) Retirement PlanUpperline Health 401(k) Reti…$17MBunim-Murray Productions 401(k) PlanBunim-Murray Productions 401…$17MSanta Monica Seafood Company 401(k) PlanSanta Monica Seafood Company…$17MBorsheim Jewelry Company 401(k) Savings PlanBorsheim Jewelry Company 401…$17MQuantic 401(k) Retirement Savings PlanQuantic 401(k) Retirement Sa…$17M
End-of-year total assets ($M) among Upperline Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$109K
Employer EIN814298671
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upperline Health, Inc.)

Sponsor-wide plan assets over time

All Upperline Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 111.51526796108806% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17M $35.9M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 914 $17M
2023 1 853 $21M
2024 1 990 $36M

Nearby 401(k) Plans in Tennessee

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

Upperline Health 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Upperline Health 401(k) Retirement Plan, Total assets ($B): 0.016972371 · Participants: 914Upperline Health 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Upperline Health 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Upperline Health 401(k) Retirement Plan side-by-side with 3 peers →

Upperline Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bunim-Murray Productions 401(k) Plan in CA ($17M); by covered participants it is Berlin Packaging L.L.C. 401(k) Plan in IL (914 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (914 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 Upperline Health 401(k) Retirement Plan assets move in 2022? ▼
Upperline Health 401(k) Retirement Plan held essentially flat - up 0.6% during 2022, from $17M to $17M. Reported net income was $109K.
How have Upperline Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upperline Health, Inc.'s sponsor-wide assets grew 111.5%, from $17M to $36M.
Where does Upperline Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Upperline Health 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upperline Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bunim-Murray Productions 401(k) Plan in CA ($17M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Upperline Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berlin Packaging L.L.C. 401(k) Plan in IL (914 participants, $121M 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 814298671.

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.