401(k) · DOL Form 5500 · 2024
Upstanding, LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 227
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $144,378
- Avg per participant Above avg balance/head
Official DOL plan name: Mobilityware, LLC 401(k) Plan · Sponsored by Upstanding, LLC · California · Professional & Technical Services
$33M in assets, 227 participants
Upstanding, LLC's Mobilityware, LLC 401(k) Plan reported $33M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,913 in Professional & Technical Services (20,173 peers)
Coverage in California
Mobilityware, LLC 401(k) Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $33M.
- #15,913
- in Professional & Technical Services (20,173 peers)
- +22.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mobilityware, LLC 401(k) Plan's outsized position by total assets
Mobilityware, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,773,757 Top 21% higher than 79% 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
Mobilityware, LLC 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. Mobilityware, LLC 401(k) Plan sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mobilityware, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Mobilityware, LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Mobilityware, LLC 401(k) Plan reported participants rose from 219 in the plan year 2023 filing to 227 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330644068 · Upstanding, LLC PY 2024 · 401(k)
Mobilityware, LLC 401(k) Plan · $33M · 227 · 79th
- EIN $33M
- RANK 227
- PHOTO 79th
- IND 401(k)
- EOY near Morgan Services, Inc. Savings Plus Plan
- 5500 ind #15913
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 California →
Mobilityware, LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 330644068 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upstanding, LLC)
Sponsor-wide plan assets over time
All Upstanding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 50.2003365806709% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $22M |
| 2023 | 1 | 219 | $27M |
| 2024 | 1 | 227 | $33M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Mobilityware, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Morgan Services, Inc. Savings Plus Plan in IL ($33M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Morgan Services, Inc. Savings Plus Plan (IL) $33M · 629
- Ufcw Local 152 Savings Plan (NJ) $33M · 18,121
- Cherokee Distributing Company Inc Employees' Profit-Sharing Plan (TN) $33M · 322
- Orthopedic Partners 401(k) Profit Sharing Plan (CT) $33M · 144
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Its-Sprinturf Holdings, LLC Retirement Plan (SC) 227 · 0 off
- Marbridge Foundation 401(k) Plan (TX) 227 · 0 off
- Trion Industries, Inc. Employee's 401(k) Savings Plan (PA) 227 · 0 off
- Piper Shores 401(k) Plan (ME) 227 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.