401(k) · DOL Form 5500 · 2023

Upstaging, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
415
Participants Below avg headcount
80th
Percentile by assets National rank
$74,462
Avg per participant Below avg balance/head
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Official DOL plan name: Upstaging, Inc. 401(k) Savings Plan · Sponsored by Upstaging, Inc. · Illinois · Transportation & Warehousing

$31M in assets, 415 participants

Upstaging, Inc.'s Upstaging, Inc. 401(k) Savings Plan reported $31M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,639 in Transportation & Warehousing (3,362 peers)

Where Upstaging, Inc. 401(k) Savings Plan sits by assets

Upstaging, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $31M for 415 participants (~$74,462/participant), up 24.7% in 2023.

#2,639
in Transportation & Warehousing (3,362 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Upstaging, Inc. 401(k) Savings Plan's outsized position by total assets

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

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

$30,901,855 Top 20% higher than 80% 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

Upstaging, Inc. 401(k) 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. Upstaging, Inc. 401(k) Savings Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstaging, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Upstaging, Inc. 401(k) Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Upstaging, Inc. 401(k) Savings Plan reported participants rose from 373 in the plan year 2022 filing to 415 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362790019 · Upstaging, Inc. PY 2023 · 401(k)

Upstaging, Inc. 401(k) Savings Plan · $31M · 415 · 80th

  • VS-ST $31M
  • BOY 415
  • SCH 80th
  • EBSA 401(k)
  • PART near Rally Credit Union 401(k) Plan
  • TYPE ind #2639

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 Transportation & Warehousing retirement plans → · Plans in Illinois →

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

Upstaging, Inc. 401(k) Savings PlanUpstaging, Inc. 401(k) Savin…$31MRally Credit Union 401(k) PlanRally Credit Union 401(k) Pl…$31MMaine Drilling & Blasting, Inc. 401(k) PlanMaine Drilling & Blasting, I…$31MValley Fresh Foods, Inc. 401(k) Profit Sharing PlanValley Fresh Foods, Inc. 401…$31MNorthwest Medical Specialties, PLLC 401(k) Ps Plan and TrustNorthwest Medical Specialtie…$31M
End-of-year total assets ($M) among Upstaging, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN362790019
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstaging, Inc.)

Sponsor-wide plan assets over time

All Upstaging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 49.576734916681595% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $37.1M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 373 $25M
2023 1 415 $31M
2024 1 480 $37M

Nearby 401(k) Plans in Illinois

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

Upstaging, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Upstaging, Inc. 401(k) Savings Plan, Total assets ($B): 0.030901855 · Participants: 415Upstaging, Inc. 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Upstaging, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Upstaging, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Rally Credit Union 401(k) Plan in TX ($31M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Upstaging, Inc. 401(k) Savings Plan assets move in 2023? ▼
Upstaging, Inc. 401(k) Savings Plan grew sharply - up 24.7% during 2023, from $25M to $31M. Reported net income was $6M.
How have Upstaging, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstaging, Inc.'s sponsor-wide assets grew 49.6%, from $25M to $37M.
Where does Upstaging, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Upstaging, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upstaging, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rally Credit Union 401(k) Plan in TX ($31M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Upstaging, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 362790019.

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.