401(k) · DOL Form 5500 · 2023

Upperline Health, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
853
Participants Near avg headcount
73rd
Percentile by assets National rank
$24,567
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upperline Health 401(k) Retirement Plan · Sponsored by Upperline Health, Inc. · Tennessee · Healthcare & Social Assistance

$21M in assets, 853 participants

Upperline Health, Inc.'s Upperline Health 401(k) Retirement Plan reported $21M in total assets and 853 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.

  • #13,745 in Healthcare & Social Assistance (17,684 peers)

Upperline Health, Inc. multi-year trail

Upperline Health, Inc.'s plans moved +111.5% in assets from 2022 to 2024; this filing shows Upperline Health 401(k) Retirement Plan at $21M / 853 participants.

#13,745
in Healthcare & Social Assistance (17,684 peers)
+23.5%
assets growth YoY

Upperline Health 401(k) Retirement Plan's outsized position by total assets

Upperline Health 401(k) Retirement Plan vs every filed plan by assets

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

$20,955,949 Top 27% higher than 73% 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

Upperline Health 401(k) Retirement 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. Upperline Health 401(k) Retirement Plan sits mid-pack in the medium band (853 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upperline Health 401(k) Retirement Plan reported net income rose from $109K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Upperline Health 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Upperline Health 401(k) Retirement Plan reported participants fell from 914 in the plan year 2022 filing to 853 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814298671 · Upperline Health, Inc. PY 2023 · 401(k)

Upperline Health 401(k) Retirement Plan · $21M · 853 · 73rd

  • SCH $21M
  • SCH 853
  • SCH 73rd
  • SCH 401(k)
  • SCH near Navajo Nation Gaming Enterprise 401(k) Savings Plan
  • SCH ind #13745

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Upperline Health 401(k) Retirement Plan in the asset neighbourhood

Upperline Health 401(k) Retirement PlanUpperline Health 401(k) Reti…$21MNavajo Nation Gaming Enterprise 401(k) Savings PlanNavajo Nation Gaming Enterpr…$21MTortoiseecofin 401(k) Plan$21MService Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing PlanService Electric Cable Tv, I…$21MRobert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and TrustRobert Charles Lesser & Co.,…$21M
End-of-year total assets ($M) among Upperline Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Upperline Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upperline Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 111.51526796108806% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17M $35.9M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 914 $17M
2023 1 853 $21M
2024 1 990 $36M

Upperline Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN814298671
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Upperline Health 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Upperline Health 401(k) Retirement Plan, Total assets ($B): 0.020955949 · Participants: 853Upperline Health 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Upperline Health 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Upperline Health 401(k) Retirement Plan side-by-side with 3 peers →

Upperline Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Navajo Nation Gaming Enterprise 401(k) Savings Plan in NM ($21M); by covered participants it is Volvo Investment Plan in PA (853 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (853 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 Upperline Health 401(k) Retirement Plan assets move in 2023? ▼
Upperline Health 401(k) Retirement Plan grew sharply - up 23.5% during 2023, from $17M to $21M. Reported net income was $4M.
How have Upperline Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upperline Health, Inc.'s sponsor-wide assets grew 111.5%, from $17M to $36M.
Which 401(k) plans are similar in size to Upperline Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Navajo Nation Gaming Enterprise 401(k) Savings Plan in NM ($21M, 1,015 participants).
Which 401(k) plans cover a similar participant headcount to Upperline Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Volvo Investment Plan in PA (853 participants, $230M 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 814298671.

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.