Other · DOL Form 5500 · 2022
Uaspire, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $55,643
- Avg per participant Low balance/head
Official DOL plan name: Uaspire DC Plan · Sponsored by Uaspire, Inc. · Massachusetts · Educational Services
$2M in assets, 40 participants
Uaspire, Inc.'s Uaspire DC Plan reported $2M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #974 in Educational Services (4,024 peers)
Uaspire, Inc. multi-year trail
Uaspire, Inc.'s plans moved +192.4% in assets from 2022 to 2024; this filing shows Uaspire DC Plan at $2M / 40 participants.
- #974
- in Educational Services (4,024 peers)
- +12.8%
- assets growth YoY
Uaspire DC Plan's mid-pack asset rank among Educational Services and all filers
Uaspire DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,225,705 35th percentile higher than 35% 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
Uaspire DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uaspire DC Plan is a small filing (40 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 461314848 · Uaspire, Inc. PY 2022 · Other
Uaspire DC Plan · $2M · 40 · 35th
- NET $2M
- BOOK 40
- VS-ST 35th
- BOY Other
- SCH near Employee Benefit Plan of Counseling and Family Services, Inc.
- EBSA ind #974
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 Educational Services retirement plans → · Plans in Massachusetts →
Uaspire DC Plan in the asset neighbourhood
Uaspire, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Uaspire, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 192.4388452198292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $2M |
| 2023 | 1 | 68 | $5M |
| 2024 | 1 | 71 | $7M |
Uaspire, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $252K |
| Employer EIN | 461314848 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Uaspire DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Employee Benefit Plan of Counseling and Family Services, Inc. in IL ($2M); by covered participants it is Harbor Country Day School 403(b) DC Plan in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.