Profit Sharing · DOL Form 5500 · 2023

Looking Upwards, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
403
Participants Below avg headcount
53rd
Percentile by assets National rank
$19,301
Avg per participant Low balance/head
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Official DOL plan name: Looking Upwards, Inc. 401 (K) Retirement Plan · Sponsored by Looking Upwards, Inc. · Rhode Island · Other Services

$8M in assets, 403 participants

Looking Upwards, Inc.'s Looking Upwards, Inc. 401 (K) Retirement Plan reported $8M in total assets and 403 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,703 in Other Services (7,857 peers)

Coverage in Rhode Island

Looking Upwards, Inc. 401 (K) Retirement Plan covers 403 participants in Rhode Island, about 28% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $8M.

#5,703
in Other Services (7,857 peers)
+17.6%
assets growth YoY

Looking Upwards, Inc. 401 (K) Retirement Plan's mid-pack asset rank among Other Services and all filers

Looking Upwards, Inc. 401 (K) Retirement Plan vs every filed plan by assets

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

$7,778,231 Top 47% higher than 53% 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

Looking Upwards, Inc. 401 (K) Retirement 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. Looking Upwards, Inc. 401 (K) Retirement Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Looking Upwards, Inc. 401 (K) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Looking Upwards, Inc. 401 (K) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Looking Upwards, Inc. 401 (K) Retirement Plan reported participants rose from 376 in the plan year 2022 filing to 403 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050376075 · Looking Upwards, Inc. PY 2023 · Profit Sharing

Looking Upwards, Inc. 401 (K) Retirement Plan · $8M · 403 · 53rd

  • PHOTO $8M
  • IND 403
  • EOY 53rd
  • 5500 Profit Sharing
  • ASSETS near Juan a. Nevarez Pension Plan Profit Sharing Plan
  • PCT ind #5703

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 Other Services retirement plans → · Plans in Rhode Island →

Looking Upwards, Inc. 401 (K) Retirement Plan in the asset neighbourhood

Mautner-Glick Profit Sharing PlanMautner-Glick Profit Sharing…$8MLooking Upwards, Inc. 401 (K) Retirement PlanLooking Upwards, Inc. 401 (K…$8MJuan a. Nevarez Pension Plan Profit Sharing PlanJuan a. Nevarez Pension Plan…$8MDresser Argus Retirement Plan$8MProfit Sharing Plan L.E. Peabody & Associates, IncProfit Sharing Plan L.E. Pea…$8M
End-of-year total assets ($M) among Looking Upwards, Inc. 401 (K) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN050376075
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Looking Upwards, Inc.)

Sponsor-wide plan assets over time

All Looking Upwards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.915704228355835% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.61M $9.05M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 376 $7M
2023 1 403 $8M
2024 1 488 $9M

Nearby Profit Sharing Plans in Rhode Island

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Looking Upwards, Inc. 401 (K) Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Looking Upwards, Inc. 401 (K) Retirement Plan, Total assets ($M): 7.778231 · Participants: 403Looking Upwards, Inc. 401 (K) Retirement PlanCare New England 403(b) Match & Savings Plan, Total assets ($M): 515.558668 · Participants: 7471Care New England 403(b) Match & Savings PlanTextron Retirement Account Plan Trust, Total assets ($M): 332.389145 · Participants: 10046Textron Retirement Account Plan TrustBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 280.868521 · Participants: 1274Brown Physicians, Inc. 401(a) PlanInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 178.673516 · Participants: 694International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanIuoe Local 57 Annuity Plan, Total assets ($M): 131.889048 · Participants: 938Iuoe Local 57 Annuity Plan
Looking Upwards, Inc. 401 (K) Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
Compare Looking Upwards, Inc. 401 (K) Retirement Plan side-by-side with 3 peers →

Looking Upwards, Inc. 401 (K) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Rhode Island, the nearest Profit Sharing by assets is Juan a. Nevarez Pension Plan Profit Sharing Plan in PR ($8M); by covered participants it is Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund in OH (403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Looking Upwards, Inc. 401 (K) Retirement Plan assets move in 2023? ▼
Looking Upwards, Inc. 401 (K) Retirement Plan grew sharply - up 17.6% during 2023, from $7M to $8M. Reported net income was $1M.
How have Looking Upwards, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Looking Upwards, Inc.'s sponsor-wide assets grew 36.9%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Looking Upwards, Inc. 401 (K) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Juan a. Nevarez Pension Plan Profit Sharing Plan in PR ($8M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Looking Upwards, Inc. 401 (K) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund in OH (403 participants, $63M 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 050376075.

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.