401(k) · DOL Form 5500 · 2023

Uphealth, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
642
Participants Below avg headcount
62nd
Percentile by assets National rank
$18,185
Avg per participant Low balance/head
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Official DOL plan name: Uphealth, Inc. 401(k) Plan · Sponsored by Uphealth, Inc. · Florida · Professional & Technical Services

$12M in assets, 642 participants

Uphealth, Inc.'s Uphealth, Inc. 401(k) Plan reported $12M in total assets and 642 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,374 in Professional & Technical Services (20,321 peers)

Uphealth, Inc. multi-year trail

Uphealth, Inc.'s plans moved -41.3% in assets from 2023 to 2024; this filing shows Uphealth, Inc. 401(k) Plan at $12M / 642 participants.

#12,374
in Professional & Technical Services (20,321 peers)
-3.2%
assets change YoY

The plan reported a net loss of $810K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uphealth, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Uphealth, Inc. 401(k) Plan vs every filed plan by assets

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

$11,674,595 Top 38% higher than 62% 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

Uphealth, Inc. 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. Uphealth, Inc. 401(k) Plan sits mid-pack in the medium band (642 participants).

Form 5500 schedule snapshot

Filing strip 833838045 · Uphealth, Inc. PY 2023 · 401(k)

Uphealth, Inc. 401(k) Plan · $12M · 642 · 62nd

  • NET $12M
  • BOOK 642
  • VS-ST 62nd
  • BOY 401(k)
  • SCH near Serge Global, Inc. Discretionary Contribution Retirement Plan
  • EBSA ind #12374

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 Professional & Technical Services retirement plans → · Plans in Florida →

Uphealth, Inc. 401(k) Plan in the asset neighbourhood

Smith, Buss & Jacobs, LLP Retirement TrustSmith, Buss & Jacobs, LLP Re…$12MSEIU Healthcare 1199nw 401(k) PlanSEIU Healthcare 1199nw 401(k…$12MTomlinson Enterprises, Inc. Savings Investment PlanTomlinson Enterprises, Inc. …$12MUphealth, Inc. 401(k) Plan$12MSerge Global, Inc. Discretionary Contribution Retirement PlanSerge Global, Inc. Discretio…$12M
End-of-year total assets ($M) among Uphealth, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Uphealth, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Uphealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.30987841548251% vs 2023
2024 filing year
$6M$8M$10M$12M$14M 20232024 $11.7M $6.85M ▼ -41.3%
Year Plans Participants Total Assets
2023 1 642 $12M
2024 1 308 $7M

Uphealth, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$810K
Employer EIN833838045
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Uphealth, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Uphealth, Inc. 401(k) Plan, Total assets ($B): 0.011674595 · Participants: 642Uphealth, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Uphealth, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Uphealth, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Serge Global, Inc. Discretionary Contribution Retirement Plan in PA ($12M); by covered participants it is Colorado Premium Foods 401(k) Plan in CO (642 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Uphealth, Inc. 401(k) Plan assets move in 2023?
Uphealth, Inc. 401(k) Plan edged down modestly - down 3.2% during 2023, from $12M to $12M. Reported net income was -$810K.
How have Uphealth, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Uphealth, Inc.'s sponsor-wide assets declined 41.3%, from $12M to $7M.
Which 401(k) plans are similar in size to Uphealth, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Serge Global, Inc. Discretionary Contribution Retirement Plan in PA ($12M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Uphealth, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Colorado Premium Foods 401(k) Plan in CO (642 participants, $9M in assets).