401(k) · DOL Form 5500 · 2024
Upbound Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $245M
- Total assets Near avg plan size
- 10,087
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $24,306
- Avg per participant Low balance/head
Official DOL plan name: Upbound 401(k) Retirement Savings Plan · Sponsored by Upbound Group, Inc. · Texas · Other Services
$245M in assets, 10,087 participants
Upbound Group, Inc.'s Upbound 401(k) Retirement Savings Plan reported $245M in total assets and 10,087 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,613 in Other Services (7,719 peers)
Coverage in Texas
Upbound 401(k) Retirement Savings Plan covers 10,087 participants in Texas, 15x the typical Texas plan (state average ~688 per filing). Assets: $245M.
- #7,613
- in Other Services (7,719 peers)
- +7.4%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Upbound 401(k) Retirement Savings Plan's outsized position by total assets
Upbound 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$245,171,705 Top 5% higher than 95% 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
Upbound 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upbound 401(k) Retirement Savings Plan is a mega filing (10,087 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upbound 401(k) Retirement Savings Plan reported net income fell from $29M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Upbound 401(k) Retirement Savings Plan end-of-year assets rose from $228M in the plan year 2023 filing to $245M in the plan year 2024 filing.
- Upbound 401(k) Retirement Savings Plan reported participants rose from 9,846 in the plan year 2023 filing to 10,087 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 450491516 · Upbound Group, Inc. PY 2024 · 401(k)
Upbound 401(k) Retirement Savings Plan · $245M · 10,087 · 95th
- VS-ST $245M
- VS-ST 10,087
- VS-ST 95th
- VS-ST 401(k)
- VS-ST near Dollar Bank Employee Tax-Sheltered Incentive Savings Plan
- VS-ST ind #7613
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 Other Services retirement plans → · Plans in Texas →
Upbound 401(k) Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $244M |
| Net Income | $17M |
| Employer EIN | 450491516 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upbound Group, Inc.)
Sponsor-wide plan assets over time
All Upbound Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $245M 23.38396662346253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,953 | $199M |
| 2023 | 1 | 9,846 | $228M |
| 2024 | 1 | 10,087 | $245M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Upbound 401(k) Retirement Savings Plan
Upbound 401(k) Retirement Savings Plan reports $245M in end-of-year assets across 10,087 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $24,306 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $17M.
This plan identity (EIN 450491516, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $199M to $245M (+23.4%) while covered participants moved from 10,953 to 10,087 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,953 | $199M | Open filing |
| 2023 | 9,846 | $228M | Open filing |
| 2024 · index core | 10,087 | $245M | This page |
Upbound 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Dollar Bank Employee Tax-Sheltered Incentive Savings Plan in PA ($245M); by covered participants it is The Pssi 401(k) Plan & Trust in WI (10,053 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($245M here).
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan (PA) $245M · 1,538
- Trek Bicycle Corporation 401(k) Plan (WI) $245M · 2,870
- South Jersey Industries, Inc. 401(k) Plan (NJ) $245M · 1,230
- Hma Group Holdings, LLC 401(k) Plan (IA) $245M · 1,120
Similar participant headcount
Nearest other-state filings by covered participants (10,087 participants); asset peers above are excluded.
- The Pssi 401(k) Plan & Trust (WI) 10,053 · 34 off
- Amerihealth Caritas 401(k) Plan (PA) 10,048 · 39 off
- Athena Health Care Associates, Inc. 401(k) Plan (CT) 10,127 · 40 off
- New York Home Health Holdings 401(k) Profit Sharing Plan (NJ) 10,130 · 43 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.