401(k) · DOL Form 5500 · 2023

Integrated Behavioral Health, Inc. Dba Uprise Health 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
266
Participants Below avg headcount
55th
Percentile by assets National rank
$31,262
Avg per participant Low balance/head
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Official DOL plan name: Uprise Health 401(k) Plan · Sponsored by Integrated Behavioral Health, Inc. Dba Uprise Health · California · Finance & Insurance

$8M in assets, 266 participants

Integrated Behavioral Health, Inc. Dba Uprise Health's Uprise Health 401(k) Plan reported $8M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,506 in Finance & Insurance (8,869 peers)

Coverage in California

Uprise Health 401(k) Plan covers 266 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,506
in Finance & Insurance (8,869 peers)
-12.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uprise Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Uprise Health 401(k) Plan vs every filed plan by assets

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

$8,315,798 Top 45% higher than 55% 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

Uprise Health 401(k) 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. Uprise Health 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uprise Health 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Uprise Health 401(k) Plan reported participants rose from 216 in the plan year 2022 filing to 266 in the plan year 2023 filing.
  • Uprise Health 401(k) Plan end-of-year assets fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330851349 · Integrated Behavioral Health, Inc. Dba Uprise Health PY 2023 · 401(k)

Uprise Health 401(k) Plan · $8M · 266 · 55th

  • PHOTO $8M
  • IND 266
  • EOY 55th
  • 5500 401(k)
  • ASSETS near Jubitz Profit Sharing/401(k) Plan
  • PCT ind #3506

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 Finance & Insurance retirement plans → · Plans in California →

Uprise Health 401(k) Plan in the asset neighbourhood

Uprise Health 401(k) Plan$8MJubitz Profit Sharing/401(k) PlanJubitz Profit Sharing/401(k)…$8MHadco Construction 401(k) PlanHadco Construction 401(k) Pl…$8MValley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$8MIcs Corporation Retirement Savings PlanIcs Corporation Retirement S…$8M
End-of-year total assets ($M) among Uprise Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN330851349
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Behavioral Health, Inc. Dba Uprise Health)

Sponsor-wide plan assets over time

All Integrated Behavioral Health, Inc. Dba Uprise Health plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.906403858314471% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $9.55M $8.31M ▼ -13.0%
Year Plans Participants Total Assets
2022 1 216 $10M
2023 1 266 $8M
2024 1 139 $8M

Nearby 401(k) Plans in California

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

Uprise Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Uprise Health 401(k) Plan, Total assets ($B): 0.008315798 · Participants: 266Uprise Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Uprise Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Uprise Health 401(k) Plan side-by-side with 3 peers →

Uprise Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jubitz Profit Sharing/401(k) Plan in OR ($8M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Uprise Health 401(k) Plan assets move in 2023? ▼
Uprise Health 401(k) Plan pulled back noticeably - down 12.9% during 2023, from $10M to $8M. Reported net income was -$1M.
How have Integrated Behavioral Health, Inc. Dba Uprise Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Behavioral Health, Inc. Dba Uprise Health's sponsor-wide assets declined 12.9%, from $10M to $8M.
Which 401(k) plans are similar in size to Uprise Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jubitz Profit Sharing/401(k) Plan in OR ($8M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Uprise Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A 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 330851349.

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.