401(k) · DOL Form 5500 · 2022
Wheels Up Partners LLC 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 1,733
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $77,357
- Avg per participant Below avg balance/head
Official DOL plan name: Wheels Up Partners LLC Retirement Savings Plan · Sponsored by Wheels Up Partners LLC · New York · Transportation & Warehousing
$134M in assets, 1,733 participants
Wheels Up Partners LLC's Wheels Up Partners LLC Retirement Savings Plan reported $134M in total assets and 1,733 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,607 in Transportation & Warehousing (3,876 peers)
Coverage in New York
Wheels Up Partners LLC Retirement Savings Plan covers 1,733 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $134M.
- #3,607
- in Transportation & Warehousing (3,876 peers)
- +6.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
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.
Wheels Up Partners LLC Retirement Savings Plan's outsized position by total assets
Wheels Up Partners LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$134,059,774 Top 6% higher than 94% 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
Wheels Up Partners LLC Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheels Up Partners LLC Retirement Savings Plan lands in the large band (1,733 participants).
EBSA filing schedule strip
Filing strip 454068474 · Wheels Up Partners LLC PY 2022 · 401(k)
Wheels Up Partners LLC Retirement Savings Plan · $134M · 1,733 · 94th
- PCT $134M
- PCT 1,733
- PCT 94th
- PCT 401(k)
- PCT near Ptc Therapeutics Inc. 401(k) Retirement Savings Plan
- PCT ind #3607
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 Transportation & Warehousing retirement plans → · Plans in New York →
Wheels Up Partners LLC Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | -$203K |
| Employer EIN | 454068474 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheels Up Partners LLC)
Sponsor-wide plan assets over time
All Wheels Up Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 35.730229561628235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,733 | $134M |
| 2023 | 1 | 2,782 | $176M |
| 2024 | 1 | 1,736 | $182M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Wheels Up Partners LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ ($134M); by covered participants it is Flexport Inc. Retirement Trust in CA (1,733 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Ptc Therapeutics Inc. 401(k) Retirement Savings Plan (NJ) $134M · 890
- The Save Plan (AZ) $134M · 2,586
- Ball Horticultural Company Profit Sharing Retirement Plan (IL) $134M · 771
- Cygnus Home Service Retirement Savings Plan (MN) $134M · 3,843
Similar participant headcount
Nearest other-state filings by covered participants (1,733 participants); asset peers above are excluded.
- Flexport Inc. Retirement Trust (CA) 1,733 · 0 off
- Purple 401(k) Plan (UT) 1,733 · 0 off
- Carlie Cs 401(k) Plan (NC) 1,733 · 0 off
- Wpmg 401(k) Retirement Savings Plan (WA) 1,732 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.