Other · DOL Form 5500 · 2023
Uaspire, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $76,583
- Avg per participant Below avg balance/head
Official DOL plan name: Uaspire, Inc. 403(b) Retirement Plan · Sponsored by Uaspire, Inc. · Massachusetts · Educational Services
$5M in assets, 68 participants
Uaspire, Inc.'s Uaspire, Inc. 403(b) Retirement Plan reported $5M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #1,129 in Educational Services (3,735 peers)
Uaspire, Inc. multi-year trail
Uaspire, Inc.'s plans moved +192.4% in assets from 2022 to 2024; this filing shows Uaspire, Inc. 403(b) Retirement Plan at $5M / 68 participants.
- #1,129
- in Educational Services (3,735 peers)
- +134.0%
- assets growth YoY
Uaspire, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Uaspire, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,207,611 45th percentile higher than 45% 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
Uaspire, Inc. 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uaspire, Inc. 403(b) Retirement Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uaspire, Inc. 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Uaspire, Inc. 403(b) Retirement Plan reported net income rose from $252K in the plan year 2022 filing to $431K in the plan year 2023 filing.
- Uaspire, Inc. 403(b) Retirement Plan reported participants rose from 40 in the plan year 2022 filing to 68 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 461314848 · Uaspire, Inc. PY 2023 · Other
Uaspire, Inc. 403(b) Retirement Plan · $5M · 68 · 45th
- IND $5M
- EOY 68
- 5500 45th
- ASSETS Other
- PCT near Akron-Canton Regional Foodbank 403(b) Plan
- EIN ind #1129
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 Educational Services retirement plans → · Plans in Massachusetts →
Uaspire, Inc. 403(b) Retirement Plan in the asset neighbourhood
Uaspire, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Uaspire, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 192.4388452198292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $2M |
| 2023 | 1 | 68 | $5M |
| 2024 | 1 | 71 | $7M |
Uaspire, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $431K |
| Employer EIN | 461314848 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Uaspire, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Akron-Canton Regional Foodbank 403(b) Plan in OH ($5M); by covered participants it is 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc in MD (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Akron-Canton Regional Foodbank 403(b) Plan (OH) $5M · 96
- Puff Sierzega & Macfeeters LLC Tr (NJ) $5M · 23
- Aetc 403(b) Plan (GA) $5M · 84
- Fellowship Community 403b Plan (PA) $5M · 332
Similar participant headcount
Nearest other-state filings by covered participants (68 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.