401(k) · DOL Form 5500 · 2024

Upside Connection, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
99
Participants Small participant base
52nd
Percentile by assets National rank
$84,808
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upside Connection 401(k) Plan · Sponsored by Upside Connection, LLC · Colorado · Professional & Technical Services

$8M in assets, 99 participants

Upside Connection, LLC's Upside Connection 401(k) Plan reported $8M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,126 in Professional & Technical Services (20,173 peers)

Upside Connection, LLC multi-year trail

Upside Connection, LLC's plans moved +94.0% in assets from 2022 to 2024; this filing shows Upside Connection 401(k) Plan at $8M / 99 participants.

#10,126
in Professional & Technical Services (20,173 peers)
+37.3%
assets growth YoY

Upside Connection 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Upside Connection 401(k) Plan vs every filed plan by assets

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

$8,396,027 Top 48% higher than 52% 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

Upside Connection 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upside Connection 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upside Connection 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Upside Connection 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Upside Connection 401(k) Plan reported participants rose from 82 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823152343 · Upside Connection, LLC PY 2024 · 401(k)

Upside Connection 401(k) Plan · $8M · 99 · 52nd

  • BOOK $8M
  • BOOK 99
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near The Fredericks Company 401(k) & Profit Sharing Plan
  • BOOK ind #10126

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 Colorado →

Upside Connection 401(k) Plan in the asset neighbourhood

Upside Connection 401(k) Plan$8MThe Fredericks Company 401(k) & Profit Sharing PlanThe Fredericks Company 401(k…$8MBlue Apron Holdings, Inc. 401(k) PlanBlue Apron Holdings, Inc. 40…$8MDemmer Investments IV Inc 401(k) Profit Sharing Plan & TrustDemmer Investments IV Inc 40…$8MQuality Machine & Automation Inc. Employee Stock Ownership PlanQuality Machine & Automation…$8M
End-of-year total assets ($M) among Upside Connection 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Upside Connection, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Upside Connection, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 93.97521302318962% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.33M $8.4M ▲ +94.0%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 1 82 $6M
2024 1 99 $8M

Upside Connection, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN823152343
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Upside Connection 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Upside Connection 401(k) Plan, Total assets ($B): 0.008396027 · Participants: 99Upside Connection 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Upside Connection 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Upside Connection 401(k) Plan side-by-side with 3 peers →

Upside Connection 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Fredericks Company 401(k) & Profit Sharing Plan in PA ($8M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Upside Connection 401(k) Plan assets move in 2024? ▼
Upside Connection 401(k) Plan surged - up 37.3% during 2024, from $6M to $8M. Reported net income was $2M.
How have Upside Connection, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upside Connection, LLC's sponsor-wide assets grew 94.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Upside Connection 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fredericks Company 401(k) & Profit Sharing Plan in PA ($8M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Upside Connection 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 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 823152343.

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.