401(k) · DOL Form 5500 · 2023

Wheels Up Partners LLC 401(k) Plan

Data updated 2026-08-11

$176M
Total assets
2,782
Participants
94th
Percentile by assets
$63,306
Avg per participant
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Official DOL plan name: Wheels Up Partners LLC Retirement Savings Plan · Sponsored by Wheels Up Partners LLC · New York · Transportation & Warehousing

$176M in assets, 2,782 participants

Wheels Up Partners LLC's Wheels Up Partners LLC Retirement Savings Plan reported $176M in total assets and 2,782 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #3,114 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Wheels Up Partners LLC Retirement Savings Plan covers 2,782 participants in New York, 3.5x the typical New York plan (state average ~798 per filing). Assets: $176M.

$176M
total plan assets (2023 EOY)
2,782
covered participants
94th
percentile by assets (of 127,072 plans)
$63,306
avg assets per participant

Where Wheels Up Partners LLC Retirement Savings Plan sits by total assets

Wheels Up Partners LLC Retirement Savings Plan vs every filed plan by assets

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

$176,117,306 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheels Up Partners LLC Retirement Savings Plan reported net income rose from -$203K in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Wheels Up Partners LLC Retirement Savings Plan reported participants rose from 1,733 in the plan year 2022 filing to 2,782 in the plan year 2023 filing.
  • Wheels Up Partners LLC Retirement Savings Plan end-of-year assets rose from $134M in the plan year 2022 filing to $176M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Transportation & Warehousing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Wheels Up Partners LLC Retirement Savings Plan reports 2,782 participants - 3.5x that state average ($176M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$176M
Net Income$39M
Employer EIN454068474
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheels Up Partners LLC)

$120M$140M$160M$180M$200M 202220232024 $134M $182M ▲ +35.7%
Total plan assets by year, all Wheels Up Partners LLC plans on file
Year Plans Participants Total Assets
2022 1 1,733 $134M
2023 1 2,782 $176M
2024 1 1,736 $182M

Nearby 401(k) Plans in New York

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

Wheels Up Partners LLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wheels Up Partners L…, Total assets ($B): 0.176117306 · Participants: 2782Wheels Up Partners L…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Wheels Up Partners LLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wheels Up Partners LLC Retirement Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wheels Up Partners LLC Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Wheels Up Partners LLC Retirement Savings Plan assets move in 2023? ▼
Wheels Up Partners LLC Retirement Savings Plan surged - up 31.4% during 2023, from $134M to $176M. Reported net income was $39M.
How have Wheels Up Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheels Up Partners LLC's sponsor-wide assets grew 35.7%, from $134M to $182M.
Where does Wheels Up Partners LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wheels Up Partners LLC Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wheels Up Partners LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN ($176M, 578 participants).

Next read for Wheels Up Partners LLC Retirement Saving…

Filing takeaways

Ways to act on Wheels Up Partners LLC Retirement Savings Plan's numbers.

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 454068474.

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.