401(k) · DOL Form 5500 · 2023

Upstanding, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
219
Participants Below avg headcount
78th
Percentile by assets National rank
$122,689
Avg per participant Near avg balance/head
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Official DOL plan name: Mobilityware, LLC 401(k) Plan · Sponsored by Upstanding, LLC · California · Professional & Technical Services

$27M in assets, 219 participants

Upstanding, LLC's Mobilityware, LLC 401(k) Plan reported $27M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,841 in Professional & Technical Services (20,321 peers)

Coverage in California

Mobilityware, LLC 401(k) Plan covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $27M.

#15,841
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mobilityware, LLC 401(k) Plan's outsized position by total assets

Mobilityware, LLC 401(k) Plan vs every filed plan by assets

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

$26,868,977 Top 22% higher than 78% 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

Mobilityware, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mobilityware, LLC 401(k) Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mobilityware, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mobilityware, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Mobilityware, LLC 401(k) Plan reported participants rose from 210 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330644068 · Upstanding, LLC PY 2023 · 401(k)

Mobilityware, LLC 401(k) Plan · $27M · 219 · 78th

  • NET $27M
  • NET 219
  • NET 78th
  • NET 401(k)
  • NET near Md2 International, LLC Retirement Trust
  • NET ind #15841

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 California →

Mobilityware, LLC 401(k) Plan in the asset neighbourhood

Mobilityware, LLC 401(k) Plan$27MMd2 International, LLC Retirement TrustMd2 International, LLC Retir…$27MWest Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and TrustWest Florida Medical Associa…$27MSor, Inc. Profit Sharing and 401(k) PlanSor, Inc. Profit Sharing and…$27MClayton H. Landis Company, Inc. 401(k) Retirement PlanClayton H. Landis Company, I…$27M
End-of-year total assets ($M) among Mobilityware, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN330644068
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstanding, LLC)

Sponsor-wide plan assets over time

All Upstanding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 50.2003365806709% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.8M $32.8M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 210 $22M
2023 1 219 $27M
2024 1 227 $33M

Nearby 401(k) Plans in California

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

Mobilityware, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mobilityware, LLC 401(k) Plan, Total assets ($B): 0.026868977 · Participants: 219Mobilityware, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mobilityware, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mobilityware, LLC 401(k) Plan side-by-side with 3 peers →

Mobilityware, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Md2 International, LLC Retirement Trust in WA ($27M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Mobilityware, LLC 401(k) Plan assets move in 2023? ▼
Mobilityware, LLC 401(k) Plan grew sharply - up 23.1% during 2023, from $22M to $27M. Reported net income was $5M.
How have Upstanding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstanding, LLC's sponsor-wide assets grew 50.2%, from $22M to $33M.
Where does Mobilityware, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mobilityware, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mobilityware, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Md2 International, LLC Retirement Trust in WA ($27M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Mobilityware, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 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 330644068.

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.