401(k) · DOL Form 5500 · 2022
Aptus Upnorth Corp 401(k) Plan
Data updated 2026-08-25
- $430K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $429,771
- Avg per participant High balance/head
Official DOL plan name: Aptus Upnorth Investment Plan · Sponsored by Aptus Upnorth Corp · Michigan · Food Services & Accommodation
$430K in assets, 1 participants
Aptus Upnorth Corp's Aptus Upnorth Investment Plan reported $430K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #1,974 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Aptus Upnorth Investment Plan ranks #1,974 of 4,592 2022 filers by assets (4553% of the sector average)-$430K for 1 participant.
- #1,974
- in Food Services & Accommodation (4,592 peers)
- +0.0%
- assets growth YoY
Aptus Upnorth Investment Plan among the smaller filed plans by assets
Aptus Upnorth Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$429,771 17th percentile higher than 17% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aptus Upnorth Investment Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aptus Upnorth Investment Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 851891250 · Aptus Upnorth Corp PY 2022 · 401(k)
Aptus Upnorth Investment Plan · $430K · 1 · 17th
- 5500 $430K
- ASSETS 1
- PCT 17th
- EIN 401(k)
- RANK near City Beautiful Signs and Graphics Corp. 401(k) Profit Sharing Plan
- PHOTO ind #1974
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 Food Services & Accommodation retirement plans → · Plans in Michigan →
Aptus Upnorth Investment Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $430K |
|---|---|
| Net Assets (End of Year) | $430K |
| Employer EIN | 851891250 |
| Plan Effective Date | 2020-07-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aptus Upnorth Corp)
Sponsor-wide plan assets over time
All Aptus Upnorth Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $430K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $430K |
| 2023 | 1 | 1 | $430K |
| 2024 | 1 | 1 | $430K |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Aptus Upnorth Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is City Beautiful Signs and Graphics Corp. 401(k) Profit Sharing Plan in FL ($430K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($430K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.