401(k)
2022 plan-year 401(k) DOL Form 5500

Wheels Up Partners LLC Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Wheels Up Partners LLC · New York · Transportation & Warehousing

What the 2023 filing shows

Wheels Up Partners LLC Retirement Savings Plan holds $134M for 1,733 participants — about $77,357 per participant, up 6.4% over the 2022 plan year.

$134M
total plan assets (2022 EOY)
1,733
covered participants
$77,357
avg assets per participant
+6.4%
assets growth YoY

The plan reported a net loss of $203K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$134M
Participants
1,733
State
Industry
Transportation & Warehousing

What the Filing Says About Wheels Up Partners LLC Retirement Savings Plan

Wheels Up Partners LLC Retirement Savings Plan is a 401(k) retirement plan sponsored by Wheels Up Partners LLC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $134M in total end-of-year assets and covers 1,733 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 454068474, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $126M at the beginning of 2022 to $134M at year-end — a gain of 6.4%. Net assets (after liabilities) closed the year at $134M, with reported net income of $-202,774 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$126M
Total Assets (End of Year)$134M
Net Assets (End of Year)$134M
Net Income$-202,774
Plan Type401(k)
Employer EIN454068474
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheels Up Partners LLC)

Year Plans Participants Total Assets
2022 1 1,733 $134M
2023 1 2,782 $176M
2024 1 1,736 $182M

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Frequently Asked Questions

How much money is in the Wheels Up Partners LLC Retirement Savings Plan?
As of the 2022 Form 5500 filing, Wheels Up Partners LLC Retirement Savings Plan holds $134M in total assets with 1,733 participants. It is sponsored by Wheels Up Partners LLC.
What type of plan is Wheels Up Partners LLC Retirement Savings Plan?
Wheels Up Partners LLC Retirement Savings Plan is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 454068474.
Who sponsors the Wheels Up Partners LLC Retirement Savings Plan?
Wheels Up Partners LLC Retirement Savings Plan is sponsored by Wheels Up Partners LLC, located in New York. The sponsor's EIN is 454068474 and the plan operates in the Transportation & Warehousing industry.
How did Wheels Up Partners LLC Retirement Savings Plan perform in 2022?
Wheels Up Partners LLC Retirement Savings Plan grew by 6.4% during 2022, moving from $126M to $134M in total assets. Net income was $-202,774.
Where can I find official filings for Wheels Up Partners LLC Retirement Savings Plan?
Official Form 5500 filings for Wheels Up Partners LLC Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 454068474 or plan name at efast.dol.gov.
How does Wheels Up Partners LLC Retirement Savings Plan compare to other plans?
You can compare Wheels Up Partners LLC Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 454068474.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.