401(k) · DOL Form 5500 · 2023
Upright Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 399
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $49,905
- Avg per participant Low balance/head
Official DOL plan name: Upright Holdings Retirement Savings Plan · Sponsored by Upright Holdings, Inc. · Tennessee · Construction
$20M in assets, 399 participants
Upright Holdings, Inc.'s Upright Holdings Retirement Savings Plan reported $20M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,440 in Construction (9,030 peers)
Coverage in Tennessee
Upright Holdings Retirement Savings Plan covers 399 participants in Tennessee, about 35% of the average Tennessee filer (state average ~1,126 per filing). Assets: $20M.
- #6,440
- in Construction (9,030 peers)
- +46.3%
- assets growth YoY
Upright Holdings Retirement Savings Plan's outsized position by total assets
Upright Holdings Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,912,273 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Upright Holdings Retirement Savings 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. Upright Holdings Retirement Savings Plan sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upright Holdings Retirement Savings Plan reported net income rose from -$122K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Upright Holdings Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Upright Holdings Retirement Savings Plan reported participants rose from 374 in the plan year 2022 filing to 399 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 823861073 · Upright Holdings, Inc. PY 2023 · 401(k)
Upright Holdings Retirement Savings Plan · $20M · 399 · 73rd
- PART $20M
- PART 399
- PART 73rd
- PART 401(k)
- PART near N.R.F. Distributors Retirement Savings Plan
- PART ind #6440
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 Construction retirement plans → · Plans in Tennessee →
Upright Holdings Retirement Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $6M |
| Employer EIN | 823861073 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upright Holdings, Inc.)
Sponsor-wide plan assets over time
All Upright Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 100.2383454574255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 374 | $14M |
| 2023 | 1 | 399 | $20M |
| 2024 | 1 | 490 | $27M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Upright Holdings Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is N.R.F. Distributors Retirement Savings Plan in MA ($20M); by covered participants it is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- N.R.F. Distributors Retirement Savings Plan (MA) $20M · 302
- Somerset Capital Group, Ltd 401(k) Plan (CT) $20M · 121
- The Conrail Retirement Savings Plan (PA) $20M · 152
- Portman 401(k) Plan (GA) $20M · 120
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- Longbridge Financial LLC 401(k) Profit Sharing Plan (NJ) 399 · 0 off
- Starry, Inc. 401(k) Retirement Plan (MA) 399 · 0 off
- Schumacher Homes, Inc. 401(k) Plan (OH) 399 · 0 off
- Aerotech, Inc. 401(k) Plan (PA) 399 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.