401(k) · DOL Form 5500 · 2023

Upchuck Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$121K
Total assets Small plan by assets: 2
Participants Small participant base: 7th
Percentile by assets National rank: $60,313
Avg per participant Low balance/head

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Official DOL plan name: Upchuck Enterprises Inc. 401(k) Plan · Sponsored by Upchuck Enterprises Inc. · California · Manufacturing

$121K in assets, 2 participants

Upchuck Enterprises Inc.'s Upchuck Enterprises Inc. 401(k) Plan reported $121K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

#541 in Manufacturing (18,722 peers)

What the 2023 filing shows

Upchuck Enterprises Inc. 401(k) Plan holds $121K for 2 participants - about $60,313 per participant, among the smaller plans by assets on file.

#541
in Manufacturing (18,722 peers): +0.0%
assets growth YoY

Upchuck Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Upchuck Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$120,626 7th percentile higher than 7% 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

Upchuck Enterprises Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upchuck Enterprises Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 853704293 · Upchuck Enterprises Inc. PY 2023 · 401(k)

Upchuck Enterprises Inc. 401(k) Plan · $121K · 2 · 7th

TYPE $121K
NET 2
BOOK 7th
VS-ST 401(k)
BOY near Actusense Inc 401(k) Plan
SCH ind #541

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among Upchuck Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$121K
Net Assets (End of Year)	$121K
Employer EIN	853704293
Plan Effective Date	2022-02-28
Filing Status	FILING RECEIVED

Sponsor Plan History (Upchuck Enterprises Inc.)

Latest sponsor-wide plan assets: $121K 0% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$121K
2023	1	2	$121K

Nearby 401(k) Plans in California

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

Upchuck Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Upchuck Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

Upchuck Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Actusense Inc 401(k) Plan in NJ ($121K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121K here).

Actusense Inc 401(k) Plan (NJ) $121K · 1
Bear Asi 401(k) (FL) $121K · 1
Dt Inc 401(k) (AK) $121K · 2
Jgz Wholesalers Corporation 401(k) Profit Sharing Plan (NY) $121K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Upchuck Enterprises Inc. 401(k) Plan assets move in 2023? ▼

Upchuck Enterprises Inc. 401(k) Plan held essentially flat - up 0.0% during 2023, from $121K to $121K.

How have Upchuck Enterprises Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Upchuck Enterprises Inc.'s sponsor-wide assets grew 0.0%, from $121K to $121K.

Where does Upchuck Enterprises Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Upchuck Enterprises Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Upchuck Enterprises Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Actusense Inc 401(k) Plan in NJ ($121K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Upchuck Enterprises Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 853704293.