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
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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

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

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.

See the national 2022→2023 release diff →

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. 403(b) Retirement PlanUaspire, Inc. 403(b) Retirem…$5MAkron-Canton Regional Foodbank 403(b) PlanAkron-Canton Regional Foodba…$5MPuff Sierzega & Macfeeters LLC TrPuff Sierzega & Macfeeters L…$5MAetc 403(b) Plan$5MFellowship Community 403b PlanFellowship Community 403b Pl…$5M
End-of-year total assets ($M) among Uaspire, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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
$0M$2M$4M$6M$8M 202220232024 $2.23M $6.51M ▲ +191.9%
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 EIN461314848
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Uaspire, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Uaspire, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005207611 · Participants: 68Uaspire, Inc. 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Uaspire, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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).

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.

Frequently Asked Questions

How did Uaspire, Inc. 403(b) Retirement Plan assets move in 2023?
Uaspire, Inc. 403(b) Retirement Plan surged - up 134.0% during 2023, from $2M to $5M. Reported net income was $431K.
How have Uaspire, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Uaspire, Inc.'s sponsor-wide assets grew 192.4%, from $2M to $7M.
Which Other plans are similar in size to Uaspire, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Akron-Canton Regional Foodbank 403(b) Plan in OH ($5M, 96 participants).
Which Other plans cover a similar participant headcount to Uaspire, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc in MD (68 participants, $6M in assets).