401(k) · DOL Form 5500 · 2024

Upfront Inc 401(k) Plan

Data updated 2026-08-25

$851K
Total assets Small plan by assets: 10
Participants Small participant base: 22nd
Percentile by assets National rank: $85,091
Avg per participant Below avg balance/head

Official DOL plan name: Upfront Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Upfront Inc · California · Management of Enterprises

$851K in assets, 10 participants

Upfront Inc's Upfront Inc 401(k) Profit Sharing Plan & Trust reported $851K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#169 in Management of Enterprises (1,133 peers)

2024 asset change

Upfront Inc 401(k) Profit Sharing Plan & Trust grew sharply 18.6% in 2024 ($718K → $851K) for 10 participants.

#169
in Management of Enterprises (1,133 peers): +18.6%
assets growth YoY

Upfront Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Upfront Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$850,913 22nd percentile higher than 22% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Upfront Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upfront Inc 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 273471478 · Upfront Inc PY 2024 · 401(k)

Upfront Inc 401(k) Profit Sharing Plan & Trust · $851K · 10 · 22nd

EOY $851K
EOY 10
EOY 22nd
EOY 401(k)
EOY near Tlj Holdings Group LLC 401(k) Profit Sharing Plan & Trust
EOY ind #169

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 Management of Enterprises retirement plans → · Plans in California →

End-of-year total assets ($M) among Upfront Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$718K
Net Assets (End of Year)	$851K
Net Income	$133K
Employer EIN	273471478
Plan Effective Date	2012-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Upfront Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Upfront Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Upfront Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tlj Holdings Group LLC 401(k) Profit Sharing Plan & Trust in FL ($851K); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($851K here).

Tlj Holdings Group LLC 401(k) Profit Sharing Plan & Trust (FL) $851K · 6
Nature Coast Auto Parts, Inc. 401(k) Plan (FL) $851K · N/A
Wambolt Bottle Lake Cabin Corporation 401(k) Plan (MN) $851K · 1
Midwest Certified Training, Inc. 401(k) Plan (WI) $851K · 7

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Hero Home Services 401(k) Plan (MN) 10 · 0 off
Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off

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 Upfront Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Upfront Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 18.6% during 2024, from $718K to $851K. Reported net income was $133K.

Where does Upfront Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Upfront Inc 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Upfront Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Tlj Holdings Group LLC 401(k) Profit Sharing Plan & Trust in FL ($851K, 6 participants).

Which 401(k) plans cover a similar participant headcount to Upfront Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 273471478.