Profit Sharing · DOL Form 5500 · 2023
Stay at Home of the Upstate Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $123,530
- Avg per participant Near avg balance/head
Official DOL plan name: Stay at Home of the Upstate Inc. Retirement Plan · Sponsored by Stay at Home of the Upstate Inc. · South Carolina · Healthcare & Social Assistance
$2M in assets, 17 participants
Stay at Home of the Upstate Inc.'s Stay at Home of the Upstate Inc. Retirement Plan reported $2M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,275 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Stay at Home of the Upstate Inc. Retirement Plan holds $2M for 17 participants - about $123,530 per participant, in the lower half of filed plans by assets.
- #5,275
- in Healthcare & Social Assistance (17,684 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stay at Home of the Upstate Inc. Retirement Plan among the smaller filed plans by assets
Stay at Home of the Upstate Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,100,011 31st percentile higher than 31% 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
Stay at Home of the Upstate Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stay at Home of the Upstate Inc. Retirement Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stay at Home of the Upstate Inc. Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$46K in the plan year 2023 filing.
- Stay at Home of the Upstate Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 831549467 · Stay at Home of the Upstate Inc. PY 2023 · Profit Sharing
Stay at Home of the Upstate Inc. Retirement Plan · $2M · 17 · 31st
- EIN $2M
- EIN 17
- EIN 31st
- EIN Profit Sharing
- EIN near Jewish Armenian Esq. Inc. Profit Sharing Plan
- EIN ind #5275
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 South Carolina →
Stay at Home of the Upstate Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$46K |
| Employer EIN | 831549467 |
| Plan Effective Date | 2018-09-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stay at Home of the Upstate Inc.)
Sponsor-wide plan assets over time
All Stay at Home of the Upstate Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.186993339991322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $2M |
| 2023 | 1 | 17 | $2M |
| 2024 | 1 | 21 | $2M |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
Stay at Home of the Upstate Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Jewish Armenian Esq. Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 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 (17 participants); asset peers above are excluded.
- Aunt Charlottes Candies Inc Profit Sharing Plan (NJ) 17 · 0 off
- Rock Hill Lumber, Inc. Profit Sharing Plan (VA) 17 · 0 off
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Va Claim Pros, LLC Savings Plan (PR) 17 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.