401(k) · DOL Form 5500 · 2022

Upan8va Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$186K
Total assets Small plan by assets
N/A
Participants Small participant base
10th
Percentile by assets National rank
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Official DOL plan name: Upan8va Investments, Inc. 401(k) Plan · Sponsored by Upan8va Investments, Inc. · Arizona · Retail Trade

$186K in assets, N/A participants

Upan8va Investments, Inc.'s Upan8va Investments, Inc. 401(k) Plan reported $186K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,429 in Retail Trade (9,519 peers)

What the 2022 filing shows

Upan8va Investments, Inc. 401(k) Plan holds $186K for N/A participants, among the smaller plans by assets on file.

#1,429
in Retail Trade (9,519 peers)
$186K
reported net income

Upan8va Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Upan8va Investments, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$186,198 10th percentile higher than 10% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 871846464 · Upan8va Investments, Inc. PY 2022 · 401(k)

Upan8va Investments, Inc. 401(k) Plan · $186K · N/A · 10th

  • PART $186K
  • TYPE N/A
  • NET 10th
  • BOOK 401(k)
  • VS-ST near Neessen Automotive Group 401(k) Plan
  • BOY ind #1429

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 Retail Trade retirement plans → · Plans in Arizona →

Upan8va Investments, Inc. 401(k) Plan in the asset neighbourhood

Upan8va Investments, Inc. 401(k) PlanUpan8va Investments, Inc. 40…$186KNeessen Automotive Group 401(k) PlanNeessen Automotive Group 401…$186KStrato Communications, Inc. Retirement PlanStrato Communications, Inc. …$186KRt Industries 401(k) Plan$186KBrillantes Group Retirement PlanBrillantes Group Retirement …$186K
End-of-year total assets ($M) among Upan8va Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$186K
Net Income$186K
Employer EIN871846464
Plan Effective Date2021-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Upan8va Investments, Inc.)

Sponsor-wide plan assets over time

All Upan8va Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$203K 9.238015445923157% vs 2022
2024 filing year
$0.18M$0.19M$0.2M$0.21M$0.22M$0.23M 202220232024 $0.19M $0.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 N/A $186K
2023 1 1 $219K
2024 1 3 $203K

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Upan8va Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Upan8va Investments, Inc. 401(k) Plan, Total assets ($B): 0.000186198 · Participants: 0Upan8va Investments, Inc. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Upan8va Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Upan8va Investments, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Arizona, the nearest 401(k) by end-of-year assets is Neessen Automotive Group 401(k) Plan in TX at $186K (this filing: $186K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($186K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Upan8va Investments, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Upan8va Investments, Inc.'s sponsor-wide assets grew 9.2%, from $186K to $203K.
Where does Upan8va Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Upan8va Investments, Inc. 401(k) Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Upan8va Investments, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Neessen Automotive Group 401(k) Plan in TX ($186K, 117 participants).