401(k) · DOL Form 5500 · 2023
Wheels Up Partners LLC 401(k) Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 2,782
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $63,306
- Avg per participant Low balance/head
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.
- #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.
- #3,114
- in Transportation & Warehousing (3,362 peers)
- +31.4%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Wheels Up Partners LLC Retirement Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wheels Up Partners LLC Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheels Up Partners LLC Retirement Savings Plan lands in the large band (2,782 participants).
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.
DOL schedule card
Filing strip 454068474 · Wheels Up Partners LLC PY 2023 · 401(k)
Wheels Up Partners LLC Retirement Savings Plan · $176M · 2,782 · 94th
- TYPE $176M
- NET 2,782
- BOOK 94th
- VS-ST 401(k)
- BOY near Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan
- SCH ind #3114
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 New York →
Wheels Up Partners LLC Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $39M |
| Employer EIN | 454068474 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheels Up Partners LLC)
Sponsor-wide plan assets over time
All Wheels Up Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 35.730229561628235% vs 2022
- 2024 filing year
| 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.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Wheels Up Partners LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN ($176M); by covered participants it is Kennametal Thrift Plus Plan in SC (2,781 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan (IN) $176M · 578
- Stradley, Ronon, Stevens & Young, LLP Retirement Plan I (PA) $176M · 273
- Meritage Homes Corporation 401(k) Savings Plan (AZ) $176M · 2,020
- Hoerbiger US Retirement Plan (FL) $176M · 955
Similar participant headcount
Nearest other-state filings by covered participants (2,782 participants); asset peers above are excluded.
- Kennametal Thrift Plus Plan (SC) 2,781 · 1 off
- The Cleveland-Cliffs Steel Corporation Thrift Plan a (OH) 2,781 · 1 off
- Leon Management International, LLC 401(k) Plan (FL) 2,781 · 1 off
- Emcor Facilities Services, Inc. Field Employees' 401(k) Plan (CT) 2,780 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.