401(k) · DOL Form 5500 · 2022
Upright Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 374
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $36,393
- Avg per participant Low balance/head
Official DOL plan name: Upright Holdings Retirement Savings Plan · Sponsored by Upright Holdings, Inc. · Tennessee · Construction
$14M in assets, 374 participants
Upright Holdings, Inc.'s Upright Holdings Retirement Savings Plan reported $14M in total assets and 374 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #6,998 in Construction (9,927 peers)
Coverage in Tennessee
Upright Holdings Retirement Savings Plan covers 374 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $14M.
- #6,998
- in Construction (9,927 peers)
- +50.7%
- assets growth YoY
The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upright Holdings Retirement Savings Plan's outsized position by total assets
Upright Holdings Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,610,916 Top 29% higher than 71% 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
Upright Holdings Retirement Savings 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. Upright Holdings Retirement Savings Plan sits mid-pack in the medium band (374 participants).
Published 5500 schedule card
Filing strip 823861073 · Upright Holdings, Inc. PY 2022 · 401(k)
Upright Holdings Retirement Savings Plan · $14M · 374 · 71st
- ASSETS $14M
- PCT 374
- EIN 71st
- RANK 401(k)
- PHOTO near Brookside Equipment Sales Inc 401(k) Plan
- IND ind #6998
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 Construction retirement plans → · Plans in Tennessee →
Upright Holdings Retirement Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$122K |
| Employer EIN | 823861073 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upright Holdings, Inc.)
Sponsor-wide plan assets over time
All Upright Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 100.2383454574255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 374 | $14M |
| 2023 | 1 | 399 | $20M |
| 2024 | 1 | 490 | $27M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Upright Holdings Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Brookside Equipment Sales Inc 401(k) Plan in TX ($14M); by covered participants it is Universal Waste Systems, Inc. 401(k) Plan in CA (374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Brookside Equipment Sales Inc 401(k) Plan (TX) $14M · 145
- National Galvanizing, L.P. Profit Sharing and Savings Plan (MI) $14M · 106
- Lynch Livestock, Inc. 401(k) Profit Sharing Plan (IA) $14M · 1,079
- Spire 401(k) Plan (MA) $14M · 98
Similar participant headcount
Nearest other-state filings by covered participants (374 participants); asset peers above are excluded.
- Universal Waste Systems, Inc. 401(k) Plan (CA) 374 · 0 off
- Ned Stevens 401(k) Plan (NJ) 374 · 0 off
- Bruno Independent Living Aids, Inc. 401(k) Plan and Trust (WI) 374 · 0 off
- Carestar 401(k) Retirement Plan (OH) 374 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.