Other · DOL Form 5500 · 2022
Uplift Family Services Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 953
- Participants Near avg headcount
Official DOL plan name: Uplift Family Services 403(b) Plan · Sponsored by Uplift Family Services · California · Healthcare & Social Assistance
N/A in assets, 953 participants
Uplift Family Services's Uplift Family Services 403(b) Plan reported N/A in total assets and 953 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
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 N/A / 953 participants.
- -$1M
- reported net income
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 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 (953 participants).
DOL schedule card
Filing strip 942295953 · Uplift Family Services PY 2022 · Other
Uplift Family Services 403(b) Plan · N/A · 953
- PCT N/A
- EIN 953
- RANK PY 2022
- PHOTO Other
- IND near Friendship Public Charter School 403(b) Plan
- EOY -$1M
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 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) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| 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 closest out-of-state Other peers by headcount
Outside California, the nearest Other by covered participants is Friendship Public Charter School 403(b) Plan in DC (955 participants; this filing: 953 participants).
Similar participant headcount
Nearest other-state filings by covered participants (953 participants); asset peers above are excluded.
- Friendship Public Charter School 403(b) Plan (DC) 955 · 2 off
- Pacific University Section 403(b) Plan (OR) 956 · 3 off
- Bay Path University 403(b) Retirement Plan (MA) 957 · 4 off
- Providence College 403(b) Plan (RI) 949 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.