Profit Sharing · DOL Form 5500 · 2023

Uptrend Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$439K
Total assets Small plan by assets: 1
Participants Small participant base: 17th
Percentile by assets National rank: $439,431
Avg per participant High balance/head

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Official DOL plan name: Uptrend Partners Inc. Retirement Plan · Sponsored by Uptrend Partners Inc. · Kentucky · Professional & Technical Services

$439K in assets, 1 participants

Uptrend Partners Inc.'s Uptrend Partners Inc. Retirement Plan reported $439K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

#2,573 in Professional & Technical Services (20,321 peers)

Uptrend Partners Inc. multi-year trail

Uptrend Partners Inc.'s plans moved +18.2% in assets from 2022 to 2024; this filing shows Uptrend Partners Inc. Retirement Plan at $439K / 1 participant.

#2,573
in Professional & Technical Services (20,321 peers): +28.4%
assets growth YoY

Uptrend Partners Inc. Retirement Plan among the smaller filed plans by assets

Uptrend Partners Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$439,431 17th percentile higher than 17% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Uptrend Partners Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uptrend Partners Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Uptrend Partners Inc. Retirement Plan reported net income rose from $30K in the plan year 2022 filing to $97K in the plan year 2023 filing.
Uptrend Partners Inc. Retirement Plan end-of-year assets rose from $342K in the plan year 2022 filing to $439K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 812796652 · Uptrend Partners Inc. PY 2023 · Profit Sharing

Uptrend Partners Inc. Retirement Plan · $439K · 1 · 17th

RANK $439K
PHOTO 1
IND 17th
EOY Profit Sharing
5500 near Castillo Capital & Investments, Inc. Retirement Plan
ASSETS ind #2573

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Uptrend Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Uptrend Partners Inc. multi-year asset trail

Latest sponsor-wide plan assets: $405K 18.211567398577085% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$342K
2023	1	1	$439K
2024	1	1	$405K

Uptrend Partners Inc. filing trail (2023)

Total Assets (Beginning of Year)	$342K
Net Assets (End of Year)	$439K
Net Income	$97K
Employer EIN	812796652
Plan Effective Date	2016-08-30
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Uptrend Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Commonspirit Health ERISA 403(b) Plan $2.6B · 28,336
IBEW Local 150 Supplemental Pension Fund $279M · 1,293
Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
Dismas Charities, Inc. Retirement Plan $43M · 540
Ball Homes, LLC Retirement Plan $37M · 215

Compare Uptrend Partners Inc. Retirement Plan side-by-side with 3 peers →

Uptrend Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Castillo Capital & Investments, Inc. Retirement Plan in CA ($439K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($439K here).

Castillo Capital & Investments, Inc. Retirement Plan (CA) $439K · 2
Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) $439K · 3
Mddr Enterprises Incorporated Retirement Plan (OH) $440K · 3
Bernson & Aussenberg Target Benefit Plan (PA) $440K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Luke Krumnow, Inc. Employees Profit Sharing Plan (TX) 1 · 0 off
Jdb Associates of the Triad, Inc. Retirement Plan (NC) 1 · 0 off
Coaching Ventures, Inc. Profit Sharing Plan (SC) 1 · 0 off
Titan Ten Inc. Retirement Plan (TN) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uptrend Partners Inc. Retirement Plan assets move in 2023? ▼

Uptrend Partners Inc. Retirement Plan grew sharply - up 28.4% during 2023, from $342K to $439K. Reported net income was $97K.

How have Uptrend Partners Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Uptrend Partners Inc.'s sponsor-wide assets grew 18.2%, from $342K to $405K.

Where does Uptrend Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Uptrend Partners Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Uptrend Partners Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Castillo Capital & Investments, Inc. Retirement Plan in CA ($439K, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Uptrend Partners Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812796652.