401(k) · DOL Form 5500 · 2023

Upside Connection, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
82
Participants Small participant base
48th
Percentile by assets National rank
$74,589
Avg per participant Below avg balance/head
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Official DOL plan name: Upside Connection 401(k) Plan · Sponsored by Upside Connection, LLC · Colorado · Professional & Technical Services

$6M in assets, 82 participants

Upside Connection, LLC's Upside Connection 401(k) Plan reported $6M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,446 in Professional & Technical Services (20,321 peers)

Upside Connection, LLC multi-year trail

Upside Connection, LLC's plans moved +94.0% in assets from 2022 to 2024; this filing shows Upside Connection 401(k) Plan at $6M / 82 participants.

#9,446
in Professional & Technical Services (20,321 peers)
+41.3%
assets growth YoY

Upside Connection 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Upside Connection 401(k) Plan vs every filed plan by assets

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

$6,116,309 48th percentile higher than 48% of 127,068 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 2023

Upside Connection 401(k) 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. Upside Connection 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upside Connection 401(k) Plan reported net income rose from $251K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Upside Connection 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Upside Connection 401(k) Plan reported participants fell from 106 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823152343 · Upside Connection, LLC PY 2023 · 401(k)

Upside Connection 401(k) Plan · $6M · 82 · 48th

  • PCT $6M
  • EIN 82
  • RANK 48th
  • PHOTO 401(k)
  • IND near Equator Coffees 401(k) Plan
  • EOY ind #9446

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 Colorado →

Upside Connection 401(k) Plan in the asset neighbourhood

Upside Connection 401(k) Plan$6MEquator Coffees 401(k) Plan$6MStudio 71 (US) Retirement PlanStudio 71 (US) Retirement Pl…$6MHope Community Church of North Carolina, Inc. Retirement PlanHope Community Church of Nor…$6MEdge Home Finance Corporation 401(k) PlanEdge Home Finance Corporatio…$6M
End-of-year total assets ($M) among Upside Connection 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Upside Connection, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Upside Connection, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 93.97521302318962% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.33M $8.4M ▲ +94.0%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 1 82 $6M
2024 1 99 $8M

Upside Connection, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN823152343
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Upside Connection 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Upside Connection 401(k) Plan, Total assets ($B): 0.006116309 · Participants: 82Upside Connection 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Upside Connection 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Upside Connection 401(k) Plan side-by-side with 3 peers →

Upside Connection 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Equator Coffees 401(k) Plan in CA ($6M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

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 Upside Connection 401(k) Plan assets move in 2023? ▼
Upside Connection 401(k) Plan surged - up 41.3% during 2023, from $4M to $6M. Reported net income was $2M.
How have Upside Connection, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upside Connection, LLC's sponsor-wide assets grew 94.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Upside Connection 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equator Coffees 401(k) Plan in CA ($6M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Upside Connection 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants, N/A 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 823152343.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.