401(k) · DOL Form 5500 · 2023
Upl NA Inc. 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 477
- Participants
- 90th
- Percentile by assets
- $185,146
- Avg per participant
Official DOL plan name: Upl NA Inc. 401(k) Plan · Sponsored by Upl NA Inc. · North Carolina · Manufacturing
$88M in assets, 477 participants
Upl NA Inc.'s Upl NA Inc. 401(k) Plan reported $88M in total assets and 477 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #16,034 in Manufacturing (18,722 peers)
Where Upl NA Inc. 401(k) Plan sits by assets
Upl NA Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 477 participants (~$185,146/participant), up 16.7% in 2023.
- $88M
- total plan assets (2023 EOY)
- 477
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $185,146
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upl NA Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Upl NA Inc. 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Upl NA Inc. 401(k) Plan reported participants rose from 435 in the plan year 2022 filing to 477 in the plan year 2023 filing.
Upl NA Inc. 401(k) Plan vs the 2023 asset distribution
By assets, Upl NA Inc. 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $13M |
| Employer EIN | 510377088 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upl NA Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 435 | $76M |
| 2023 | 1 | 477 | $88M |
| 2024 | 1 | 444 | $95M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Upl NA Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Upl NA Inc. 401(k) Plan by total assets, not by location.
- Infosys Limited Tax Saving 401(k) Profit Sharing Plan (TX) $88M · 7,116
- Ohio Education Association Employees 401(k) Savings Plan (OH) $88M · 180
- Emerald Queen Casino 401(k) Plan (WA) $88M · 2,295
- Sl Green Realty Corp 401(k) Plan (NY) $88M · 456
Frequently Asked Questions
How did Upl NA Inc. 401(k) Plan assets move in 2023? ▼
How have Upl NA Inc. plan assets changed over time? ▼
Where does Upl NA Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Upl NA Inc. 401(k) Plan
Scale reading
Ways to act on Upl NA Inc. 401(k) Plan's numbers.
- By total assets, Upl NA Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Upl NA Inc.'s sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Manufacturing plans