401(k) · DOL Form 5500 · 2024

Uphealth, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
308
Participants Below avg headcount
48th
Percentile by assets National rank
$22,246
Avg per participant Low balance/head
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Official DOL plan name: Uphealth, Inc. 401(k) Plan · Sponsored by Uphealth, Inc. · Florida · Professional & Technical Services

$7M in assets, 308 participants

Uphealth, Inc.'s Uphealth, Inc. 401(k) Plan reported $7M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,276 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Uphealth, Inc. 401(k) Plan covers 308 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#9,276
in Professional & Technical Services (20,173 peers)
-41.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uphealth, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Uphealth, Inc. 401(k) Plan vs every filed plan by assets

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

$6,851,834 48th percentile higher than 48% 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

Uphealth, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uphealth, Inc. 401(k) Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uphealth, Inc. 401(k) Plan reported net income fell from -$810K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Uphealth, Inc. 401(k) Plan reported participants fell from 642 in the plan year 2023 filing to 308 in the plan year 2024 filing.
  • Uphealth, Inc. 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833838045 · Uphealth, Inc. PY 2024 · 401(k)

Uphealth, Inc. 401(k) Plan · $7M · 308 · 48th

  • IND $7M
  • EOY 308
  • 5500 48th
  • ASSETS 401(k)
  • PCT near Appomni, Inc. 401(k) Plan
  • EIN ind #9276

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 Professional & Technical Services retirement plans → · Plans in Florida →

Uphealth, Inc. 401(k) Plan in the asset neighbourhood

Uphealth, Inc. 401(k) Plan$7MAppomni, Inc. 401(k) Plan$7MHcl Global Systems 401(k) PlanHcl Global Systems 401(k) Pl…$7MCoforma 401(k) Plan$7MJamie W Broussard Individual (K) QrpJamie W Broussard Individual…$7M
End-of-year total assets ($M) among Uphealth, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN833838045
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uphealth, Inc.)

Sponsor-wide plan assets over time

All Uphealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.30987841548251% vs 2023
2024 filing year
$6M$8M$10M$12M$14M 20232024 $11.7M $6.85M ▼ -41.3%
Year Plans Participants Total Assets
2023 1 642 $12M
2024 1 308 $7M

Nearby 401(k) Plans in Florida

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

Uphealth, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Uphealth, Inc. 401(k) Plan, Total assets ($B): 0.006851834 · Participants: 308Uphealth, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Uphealth, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Uphealth, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Appomni, Inc. 401(k) Plan in CA ($7M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Uphealth, Inc. 401(k) Plan assets move in 2024? ▼
Uphealth, Inc. 401(k) Plan contracted severely - down 41.3% during 2024, from $12M to $7M. Reported net income was -$3M.
How have Uphealth, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Uphealth, Inc.'s sponsor-wide assets declined 41.3%, from $12M to $7M.
Which 401(k) plans are similar in size to Uphealth, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appomni, Inc. 401(k) Plan in CA ($7M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Uphealth, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (308 participants, $29M 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 833838045.

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.