Profit Sharing · DOL Form 5500 · 2023

Looking Upwards, Inc. Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
403
Participants
53rd
Percentile by assets
$19,301
Avg per participant
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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.

  • 53rd percentile by assets (of 127,072 plans)
  • #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.

$8M
total plan assets (2023 EOY)
403
covered participants
53rd
percentile by assets (of 127,072 plans)
$19,301
avg assets per participant

Where Looking Upwards, Inc. 401 (K) Retirement Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Rhode Island
Industry
Other Services

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Looking Upwards, Inc. 401 (K) Retirement Plan reports 403 participants - about 28% of that state average ($8M EOY assets).

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.)

$6M$7M$8M$9M$10M 202220232024 $6.61M $9.05M ▲ +36.9%
Total plan assets by year, all Looking Upwards, Inc. plans on file
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 ($M) Participants Looking Upwards, Inc…, Total assets ($M): 7.778231 · Participants: 403Looking Upwards, Inc…Care New England 403…, Total assets ($M): 515.558668 · Participants: 7471Care New England 403…Textron Retirement A…, Total assets ($M): 332.389145 · Participants: 10046Textron Retirement A…Brown Physicians, In…, Total assets ($M): 280.868521 · Participants: 1274Brown Physicians, In…International Brothe…, Total assets ($M): 178.673516 · Participants: 694International Brothe…Iuoe Local 57 Annuit…, Total assets ($M): 131.889048 · Participants: 938Iuoe Local 57 Annuit…
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… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Looking Upwards, Inc. 401 (K) Retirement Plan by total assets, not by location.

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).

Next read for Looking Upwards, Inc. 401 (K) Retirement…

Filing takeaways

Ways to act on Looking Upwards, Inc. 401 (K) Retirement Plan's numbers.

  • By total assets, Looking Upwards, Inc. 401 (K) Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
  • Looking Upwards, Inc.'s sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Other Services plans

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.