Profit Sharing · DOL Form 5500 · 2024

Stay at Home of the Upstate Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
31st
Percentile by assets National rank
$109,524
Avg per participant Below avg balance/head
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Official DOL plan name: Stay at Home of the Upstate Inc. Retirement Plan · Sponsored by Stay at Home of the Upstate Inc. · South Carolina · Healthcare & Social Assistance

$2M in assets, 21 participants

Stay at Home of the Upstate Inc.'s Stay at Home of the Upstate Inc. Retirement Plan reported $2M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,019 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Stay at Home of the Upstate Inc. Retirement Plan grew at a solid clip 9.5% in 2024 ($2M → $2M) for 21 participants.

#5,019
in Healthcare & Social Assistance (16,916 peers)
+9.5%
assets growth YoY

Stay at Home of the Upstate Inc. Retirement Plan among the smaller filed plans by assets

Stay at Home of the Upstate Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,300,011 31st percentile higher than 31% of 123,620 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 2024

Stay at Home of the Upstate Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stay at Home of the Upstate Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stay at Home of the Upstate Inc. Retirement Plan reported net income rose from -$46K in the plan year 2023 filing to $200K in the plan year 2024 filing.
  • Stay at Home of the Upstate Inc. Retirement Plan reported participants rose from 17 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Stay at Home of the Upstate Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831549467 · Stay at Home of the Upstate Inc. PY 2024 · Profit Sharing

Stay at Home of the Upstate Inc. Retirement Plan · $2M · 21 · 31st

  • IND $2M
  • IND 21
  • IND 31st
  • IND Profit Sharing
  • IND near Rer Pilates Missouri, Inc. Retirement Plan
  • IND ind #5019

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 South Carolina →

Stay at Home of the Upstate Inc. Retirement Plan in the asset neighbourhood

Stay at Home of the Upstate Inc. Retirement PlanStay at Home of the Upstate …$2MRer Pilates Missouri, Inc. Retirement PlanRer Pilates Missouri, Inc. R…$2MFried Law, P.a. Profit Sharing PlanFried Law, P.a. Profit Shari…$2MJohn P Ray, Inc Profit Sharing PlanJohn P Ray, Inc Profit Shari…$2MRice Construction Company, Inc. Employees Profit Sharing PlanRice Construction Company, I…$2M
End-of-year total assets ($M) among Stay at Home of the Upstate Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stay at Home of the Upstate Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Stay at Home of the Upstate Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.186993339991322% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.15M $2.3M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 17 $2M
2024 1 21 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$200K
Employer EIN831549467
Plan Effective Date2018-09-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Stay at Home of the Upstate Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Stay at Home of the Upstate Inc. Retirement Plan, Total assets ($B): 0.002300011 · Participants: 21Stay at Home of the Upstate Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Stay at Home of the Upstate Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Stay at Home of the Upstate Inc. Retirement Plan side-by-side with 3 peers →

Stay at Home of the Upstate Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Rer Pilates Missouri, Inc. Retirement Plan in KS ($2M); by covered participants it is United Way of Greater Kingsport 403(b) Retirement Plan in TN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stay at Home of the Upstate Inc. Retirement Plan assets move in 2024? ▼
Stay at Home of the Upstate Inc. Retirement Plan grew at a solid clip - up 9.5% during 2024, from $2M to $2M. Reported net income was $200K.
How have Stay at Home of the Upstate Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stay at Home of the Upstate Inc.'s sponsor-wide assets grew 7.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Stay at Home of the Upstate Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rer Pilates Missouri, Inc. Retirement Plan in KS ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Stay at Home of the Upstate Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United Way of Greater Kingsport 403(b) Retirement Plan in TN (21 participants, $432K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831549467.

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.