401(k) · DOL Form 5500 · 2023

Upson Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
74
Participants Small participant base
43rd
Percentile by assets National rank
$61,949
Avg per participant Low balance/head
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Official DOL plan name: Upson Company Profit Sharing 401(k) Plan · Sponsored by Upson Company · Idaho · Construction

$5M in assets, 74 participants

Upson Company's Upson Company Profit Sharing 401(k) Plan reported $5M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,651 in Construction (9,030 peers)

Upson Company multi-year trail

Upson Company's plans moved +49.2% in assets from 2022 to 2024; this filing shows Upson Company Profit Sharing 401(k) Plan at $5M / 74 participants.

#3,651
in Construction (9,030 peers)
+30.0%
assets growth YoY

Upson Company Profit Sharing 401(k) Plan's mid-pack asset rank among Construction and all filers

Upson Company Profit Sharing 401(k) Plan vs every filed plan by assets

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

$4,584,210 43rd percentile higher than 43% 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

Upson Company Profit Sharing 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. Upson Company Profit Sharing 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upson Company Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Upson Company Profit Sharing 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Upson Company Profit Sharing 401(k) Plan reported participants rose from 69 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820455046 · Upson Company PY 2023 · 401(k)

Upson Company Profit Sharing 401(k) Plan · $5M · 74 · 43rd

  • NET $5M
  • NET 74
  • NET 43rd
  • NET 401(k)
  • NET near Allied Exhaust Systems, Inc. 401(k) Profit Sharing Plan
  • NET ind #3651

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 Idaho →

Upson Company Profit Sharing 401(k) Plan in the asset neighbourhood

Upson Company Profit Sharing 401(k) PlanUpson Company Profit Sharing…$5MAllied Exhaust Systems, Inc. 401(k) Profit Sharing PlanAllied Exhaust Systems, Inc.…$5MCommunity Care 401(k) Plan$5MBecker Brands, Inc. 401(k) Profit Sharing PlanBecker Brands, Inc. 401(k) P…$5MMn Head & Neck Pain Clinic 401(k) Savings PlanMn Head & Neck Pain Clinic 4…$5M
End-of-year total assets ($M) among Upson Company Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Upson Company multi-year asset trail

Sponsor-wide plan assets over time

All Upson Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.213956321041564% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.53M $5.26M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 69 $4M
2023 1 74 $5M
2024 1 92 $5M

Upson Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN820455046
Plan Effective Date1995-07-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Upson Company Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Upson Company Profit Sharing 401(k) Plan, Total assets ($B): 0.00458421 · Participants: 74Upson Company Profit Sharing 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Upson Company Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Upson Company Profit Sharing 401(k) Plan side-by-side with 3 peers →

Upson Company Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Allied Exhaust Systems, Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Upson Company Profit Sharing 401(k) Plan assets move in 2023? ▼
Upson Company Profit Sharing 401(k) Plan surged - up 30.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Upson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upson Company's sponsor-wide assets grew 49.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Upson Company Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Exhaust Systems, Inc. 401(k) Profit Sharing Plan in CA ($5M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Upson Company Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 820455046.

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.