401(k) · DOL Form 5500 · 2023
Upbound Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $228M
- Total assets
- 9,846
- Participants
- 95th
- Percentile by assets
- $23,178
- Avg per participant
Official DOL plan name: Upbound 401(k) Retirement Savings Plan · Sponsored by Upbound Group, Inc. · Texas · Other Services
$228M in assets, 9,846 participants
Upbound Group, Inc.'s Upbound 401(k) Retirement Savings Plan reported $228M in total assets and 9,846 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #7,758 in Other Services (7,857 peers)
Coverage in Texas
Upbound 401(k) Retirement Savings Plan covers 9,846 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $228M.
- $228M
- total plan assets (2023 EOY)
- 9,846
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $23,178
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upbound 401(k) Retirement Savings Plan reported net income rose from -$51M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Upbound 401(k) Retirement Savings Plan end-of-year assets rose from $199M in the plan year 2022 filing to $228M in the plan year 2023 filing.
- Upbound 401(k) Retirement Savings Plan reported participants fell from 10,953 in the plan year 2022 filing to 9,846 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Upbound 401(k) Retirement Savings Plan reports 9,846 participants - 14x that state average ($228M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $227M |
| Net Income | $29M |
| Employer EIN | 450491516 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upbound Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,953 | $199M |
| 2023 | 1 | 9,846 | $228M |
| 2024 | 1 | 10,087 | $245M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Upbound 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Upbound 401(k) Retirement Savings Plan
Upbound 401(k) Retirement Savings Plan reports $228M in end-of-year assets across 9,846 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $23,178 per participant (17% of the national average assets-per-participant) . Net income for plan year 2023 was $29M.
This plan identity (EIN 450491516, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $199M to $245M (+23.4%) while covered participants moved from 10,953 to 10,087 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,953 | $199M | Open filing |
| 2023 | 9,846 | $228M | This page |
| 2024 · index core | 10,087 | $245M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Upbound 401(k) Retirement Savings Plan (401(k), $245M, 10,087 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Upbound 401(k) Retirement Savings Plan by total assets, not by location.
- Ati Holdings, LLC 401(k) Profit Sharing Plan (IL) $228M · 5,898
- Jensen Hughes 401(k) Plan (MD) $228M · 917
- Scientific Research Corporation 401(k) Profit Sharing Plan (GA) $228M · 1,599
- Transwestern 401(k) Plan (IL) $228M · 1,665
Frequently Asked Questions
How did Upbound 401(k) Retirement Savings Plan assets move in 2023? ▼
How have Upbound Group, Inc. plan assets changed over time? ▼
Where does Upbound 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Upbound 401(k) Retirement Savings Plan? ▼
Next read for Upbound 401(k) Retirement Savings Plan
Filing takeaways
Ways to act on Upbound 401(k) Retirement Savings Plan's numbers.
- By total assets, Upbound 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Upbound Group, Inc.'s sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Other Services plans