Profit Sharing · DOL Form 5500 · 2023

Upper Wellness Inc. Profit Sharing Plan

Data updated 2026-08-25

$449K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$224,501
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upper Wellness Inc. Retirement Plan · Sponsored by Upper Wellness Inc. · North Carolina · Other Services

$449K in assets, 2 participants

Upper Wellness Inc.'s Upper Wellness Inc. Retirement Plan reported $449K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,889 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Upper Wellness Inc. Retirement Plan ranks #2,889 of 7,857 2023 filers by assets (4470% of the sector average)-$449K for 2 participants.

#2,889
in Other Services (7,857 peers)
+12.3%
assets growth YoY

Upper Wellness Inc. Retirement Plan among the smaller filed plans by assets

Upper Wellness Inc. Retirement Plan vs every filed plan by assets

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

$449,002 17th percentile higher than 17% 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

Upper Wellness Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Wellness Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Wellness Inc. Retirement Plan reported net income fell from $400K in the plan year 2022 filing to $49K in the plan year 2023 filing.
  • Upper Wellness Inc. Retirement Plan end-of-year assets rose from $400K in the plan year 2022 filing to $449K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 881340251 · Upper Wellness Inc. PY 2023 · Profit Sharing

Upper Wellness Inc. Retirement Plan · $449K · 2 · 17th

  • RANK $449K
  • PHOTO 2
  • IND 17th
  • EOY Profit Sharing
  • 5500 near Extreme Mechatronic Solutions Incorporated Retirement Plan
  • ASSETS ind #2889

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 Other Services retirement plans → · Plans in North Carolina →

Upper Wellness Inc. Retirement Plan in the asset neighbourhood

Upper Wellness Inc. Retirement PlanUpper Wellness Inc. Retireme…$449KExtreme Mechatronic Solutions Incorporated Retirement PlanExtreme Mechatronic Solution…$449KRuth L. Trettis, P.a. Profit Sharing PlanRuth L. Trettis, P.a. Profit…$449KAnsonics Money Purchase Plan$449KM and D Vega Inc. Retirement PlanM and D Vega Inc. Retirement…$449K
End-of-year total assets ($M) among Upper Wellness Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$449K
Net Income$49K
Employer EIN881340251
Plan Effective Date2022-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Wellness Inc.)

Sponsor-wide plan assets over time

All Upper Wellness Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70K 82.52775% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.4M $0.07M ▼ -82.5%
Year Plans Participants Total Assets
2022 1 2 $400K
2023 1 2 $449K
2024 1 2 $70K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Upper Wellness Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Upper Wellness Inc. Retirement Plan, Total assets ($B): 0.000449002 · Participants: 2Upper Wellness Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Upper Wellness Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Upper Wellness Inc. Retirement Plan side-by-side with 3 peers →

Upper Wellness Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Extreme Mechatronic Solutions Incorporated Retirement Plan in TX ($449K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($449K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Upper Wellness Inc. Retirement Plan assets move in 2023? ▼
Upper Wellness Inc. Retirement Plan grew at a solid clip - up 12.3% during 2023, from $400K to $449K. Reported net income was $49K.
How have Upper Wellness Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Wellness Inc.'s sponsor-wide assets declined 82.5%, from $400K to $70K.
Where does Upper Wellness Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Upper Wellness Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Upper Wellness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Extreme Mechatronic Solutions Incorporated Retirement Plan in TX ($449K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Upper Wellness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 881340251.

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.