401(k) · DOL Form 5500 · 2023

Uptake Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 102
Participants Small participant base: 66th
Percentile by assets National rank: $141,991
Avg per participant Near avg balance/head

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Official DOL plan name: Uptake Technologies, Inc. Retirement Trust · Sponsored by Uptake Technologies, Inc. · Illinois · Professional & Technical Services

$14M in assets, 102 participants

Uptake Technologies, Inc.'s Uptake Technologies, Inc. Retirement Trust reported $14M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#13,369 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Uptake Technologies, Inc. Retirement Trust covers 102 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#13,369
in Professional & Technical Services (20,321 peers): +0.7%
assets growth YoY

Uptake Technologies, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Uptake Technologies, Inc. Retirement Trust vs every filed plan by assets

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

$14,483,076 Top 34% higher than 66% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Uptake Technologies, Inc. Retirement Trust 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. Uptake Technologies, Inc. Retirement Trust sits mid-pack in the medium band (102 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Uptake Technologies, Inc. Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $99K in the plan year 2023 filing.
Uptake Technologies, Inc. Retirement Trust reported participants fell from 150 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471427490 · Uptake Technologies, Inc. PY 2023 · 401(k)

Uptake Technologies, Inc. Retirement Trust · $14M · 102 · 66th

ASSETS $14M
PCT 102
EIN 66th
RANK 401(k)
PHOTO near Dtlr, Inc. 401(k) Profit Sharing Plan
IND ind #13369

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 Illinois →

End-of-year total assets ($M) among Uptake Technologies, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$14M
Net Income	$99K
Employer EIN	471427490
Plan Effective Date	2015-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Uptake Technologies, Inc.)

Latest sponsor-wide plan assets: $14M 0.6873371130339606% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	150	$14M
2023	2	155	$14M

Nearby 401(k) Plans in Illinois

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

Uptake Technologies, Inc. Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Uptake Technologies, Inc. Retirement Trust side-by-side with 3 peers →

Uptake Technologies, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dtlr, Inc. 401(k) Profit Sharing Plan in MD ($14M); by covered participants it is Anchor Subaru, LLC 401(k) Plan in RI (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Dtlr, Inc. 401(k) Profit Sharing Plan (MD) $14M · 1,674
Jet Specialty, Inc. 401(k) Retirement Plan (TX) $14M · 384
Production Castings Inc 401(k) Profit Sharing Plan (MO) $14M · 170
Proctoru 401(k) Plan (NC) $14M · 271

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

Anchor Subaru, LLC 401(k) Plan (RI) 102 · 0 off
Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off
Technifab Products, Inc. 401(k) Savings Plan (IN) 102 · 0 off

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 Uptake Technologies, Inc. Retirement Trust assets move in 2023? ▼

Uptake Technologies, Inc. Retirement Trust held essentially flat - up 0.7% during 2023, from $14M to $14M. Reported net income was $99K.

How have Uptake Technologies, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Uptake Technologies, Inc.'s sponsor-wide assets grew 0.7%, from $14M to $14M.

Which 401(k) plans are similar in size to Uptake Technologies, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Dtlr, Inc. 401(k) Profit Sharing Plan in MD ($14M, 1,674 participants).

Which 401(k) plans cover a similar participant headcount to Uptake Technologies, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Anchor Subaru, LLC 401(k) Plan in RI (102 participants, $5M 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 471427490.