Profit Sharing · DOL Form 5500 · 2024

Up North, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Up North, Inc. Retirement Plan · Sponsored by Up North, Inc. · Minnesota · Food Services & Accommodation

$2M in assets, 2 participants

Up North, Inc.'s Up North, Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,418 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Up North, Inc. Retirement Plan ranks #2,418 of 3,672 2024 filers by assets (906% of the sector average)-$2M for 2 participants.

#2,418
in Food Services & Accommodation (3,672 peers)
-0.8%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Up North, Inc. Retirement Plan among the smaller filed plans by assets

Up North, Inc. Retirement Plan vs every filed plan by assets

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

$2,159,950 30th percentile higher than 30% 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

Up North, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Up North, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Up North, Inc. Retirement Plan reported net income fell from $44K in the plan year 2023 filing to -$17K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371824427 · Up North, Inc. PY 2024 · Profit Sharing

Up North, Inc. Retirement Plan · $2M · 2 · 30th

  • SCH $2M
  • EBSA 2
  • PART 30th
  • TYPE Profit Sharing
  • NET near Mar-Del, Inc. Profit Sharing Plan
  • BOOK ind #2418

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 Food Services & Accommodation retirement plans → · Plans in Minnesota →

Up North, Inc. Retirement Plan in the asset neighbourhood

Up North, Inc. Retirement PlanUp North, Inc. Retirement Pl…$2MMar-Del, Inc. Profit Sharing PlanMar-Del, Inc. Profit Sharing…$2MBank of Eufaula Profit Sharing PlanBank of Eufaula Profit Shari…$2MHennessy Consulting Inc Profit Sharing PlanHennessy Consulting Inc Prof…$2MSteven D Reddick Dmd PA Profit Sharing Plan and TrustSteven D Reddick Dmd PA Prof…$2M
End-of-year total assets ($M) among Up North, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$17K
Employer EIN371824427
Plan Effective Date2016-04-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Up North, Inc.)

Sponsor-wide plan assets over time

All Up North, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.2736867522980515% vs 2022
2024 filing year
$2.12M$2.14M$2.16M$2.18M$2.2M 202220232024 $2.13M $2.16M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Minnesota

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

Up North, Inc. Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Up North, Inc. Retirement Plan, Total assets ($B): 0.00215995 · Participants: 2Up North, Inc. Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Up North, Inc. Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Up North, Inc. Retirement Plan side-by-side with 3 peers →

Up North, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Mar-Del, Inc. Profit Sharing Plan in WA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Up North, Inc. Retirement Plan assets move in 2024? ▼
Up North, Inc. Retirement Plan held essentially flat - down 0.8% during 2024, from $2M to $2M. Reported net income was -$17K.
How have Up North, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Up North, Inc.'s sponsor-wide assets grew 1.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Up North, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mar-Del, Inc. Profit Sharing Plan in WA ($2M, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Up North, 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371824427.

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.