401(k) · DOL Form 5500 · 2023

Upscale Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
77
Participants Small participant base
42nd
Percentile by assets National rank
$56,728
Avg per participant Low balance/head
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Official DOL plan name: Upscale Construction, Inc. 401(k) Plan · Sponsored by Upscale Construction, Inc. · California · Construction

$4M in assets, 77 participants

Upscale Construction, Inc.'s Upscale Construction, Inc. 401(k) Plan reported $4M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,573 in Construction (9,030 peers)

Upscale Construction, Inc. multi-year trail

Upscale Construction, Inc.'s plans moved +38.1% in assets from 2022 to 2023; this filing shows Upscale Construction, Inc. 401(k) Plan at $4M / 77 participants.

#3,573
in Construction (9,030 peers)
+38.1%
assets growth YoY

Upscale Construction, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Upscale Construction, Inc. 401(k) Plan vs every filed plan by assets

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

$4,368,071 42nd percentile higher than 42% 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

Upscale Construction, Inc. 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. Upscale Construction, Inc. 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upscale Construction, Inc. 401(k) Plan reported net income rose from -$386K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Upscale Construction, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Upscale Construction, Inc. 401(k) Plan reported participants fell from 86 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911894284 · Upscale Construction, Inc. PY 2023 · 401(k)

Upscale Construction, Inc. 401(k) Plan · $4M · 77 · 42nd

  • EBSA $4M
  • PART 77
  • TYPE 42nd
  • NET 401(k)
  • BOOK near Mobile Lumber & Building Materials, Inc 401(k) Plan
  • VS-ST ind #3573

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 Construction retirement plans → · Plans in California →

Upscale Construction, Inc. 401(k) Plan in the asset neighbourhood

Upscale Construction, Inc. 401(k) PlanUpscale Construction, Inc. 4…$4MMobile Lumber & Building Materials, Inc 401(k) PlanMobile Lumber & Building Mat…$4MD.W. Jones, Inc. 401(k) Profit Sharing PlanD.W. Jones, Inc. 401(k) Prof…$4MBullard Enterprises 401(k) Profit Sharing Plan & TrustBullard Enterprises 401(k) P…$4MFood Express, Inc. 401(k) Profit Sharing PlanFood Express, Inc. 401(k) Pr…$4M
End-of-year total assets ($M) among Upscale Construction, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Upscale Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upscale Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.11597442745883% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.16M $4.37M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 86 $3M
2023 1 77 $4M

Upscale Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN911894284
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Upscale Construction, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Upscale Construction, Inc. 401(k) Plan, Total assets ($B): 0.004368071 · Participants: 77Upscale Construction, Inc. 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
Upscale Construction, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Upscale Construction, Inc. 401(k) Plan side-by-side with 3 peers →

Upscale Construction, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mobile Lumber & Building Materials, Inc 401(k) Plan in AL ($4M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Upscale Construction, Inc. 401(k) Plan assets move in 2023? ▼
Upscale Construction, Inc. 401(k) Plan surged - up 38.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Upscale Construction, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Upscale Construction, Inc.'s sponsor-wide assets grew 38.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Upscale Construction, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mobile Lumber & Building Materials, Inc 401(k) Plan in AL ($4M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Upscale Construction, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 911894284.

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.