401(k) · DOL Form 5500 · 2024

Upright Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
490
Participants Below avg headcount
76th
Percentile by assets National rank
$55,621
Avg per participant Low balance/head
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Official DOL plan name: Upright Holdings Retirement Savings Plan · Sponsored by Upright Holdings, Inc. · Tennessee · Construction

$27M in assets, 490 participants

Upright Holdings, Inc.'s Upright Holdings Retirement Savings Plan reported $27M in total assets and 490 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,724 in Construction (9,039 peers)

Coverage in Tennessee

Upright Holdings Retirement Savings Plan covers 490 participants in Tennessee, about 43% of the average Tennessee filer (state average ~1,126 per filing). Assets: $27M.

#6,724
in Construction (9,039 peers)
+36.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Upright Holdings Retirement Savings Plan's outsized position by total assets

Upright Holdings Retirement Savings Plan vs every filed plan by assets

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

$27,254,273 Top 24% higher than 76% 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

Upright Holdings Retirement Savings 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. Upright Holdings Retirement Savings Plan sits mid-pack in the medium band (490 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upright Holdings Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Upright Holdings Retirement Savings Plan reported participants rose from 399 in the plan year 2023 filing to 490 in the plan year 2024 filing.
  • Upright Holdings Retirement Savings Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823861073 · Upright Holdings, Inc. PY 2024 · 401(k)

Upright Holdings Retirement Savings Plan · $27M · 490 · 76th

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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 Construction retirement plans → · Plans in Tennessee →

Upright Holdings Retirement Savings Plan in the asset neighbourhood

Tld USA Profit Sharing and Savings PlanTld USA Profit Sharing and S…$27MMdj&w 401(k) Plan$27MUpright Holdings Retirement Savings PlanUpright Holdings Retirement …$27MThe Plexus Groupe LLC 401(k) Profit Sharing PlanThe Plexus Groupe LLC 401(k)…$27MBrunel Energy, Inc. 401(k) Retirement PlanBrunel Energy, Inc. 401(k) R…$27M
End-of-year total assets ($M) among Upright Holdings Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN823861073
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upright Holdings, Inc.)

Sponsor-wide plan assets over time

All Upright Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 100.2383454574255% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.6M $27.3M ▲ +100.2%
Year Plans Participants Total Assets
2022 1 374 $14M
2023 1 399 $20M
2024 1 490 $27M

Nearby 401(k) Plans in Tennessee

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

Upright Holdings Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Upright Holdings Retirement Savings Plan, Total assets ($B): 0.027254273 · Participants: 490Upright Holdings Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Upright Holdings Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Upright Holdings Retirement Savings Plan side-by-side with 3 peers →

Upright Holdings Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Plexus Groupe LLC 401(k) Profit Sharing Plan in IL ($27M); by covered participants it is Ascent Industries Co. 401(k) Plan in IL (490 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Upright Holdings Retirement Savings Plan assets move in 2024? ▼
Upright Holdings Retirement Savings Plan surged - up 36.9% during 2024, from $20M to $27M. Reported net income was $7M.
How have Upright Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upright Holdings, Inc.'s sponsor-wide assets grew 100.2%, from $14M to $27M.
Where does Upright Holdings Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Upright Holdings Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upright Holdings Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Plexus Groupe LLC 401(k) Profit Sharing Plan in IL ($27M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Upright Holdings Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ascent Industries Co. 401(k) Plan in IL (490 participants, $30M 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 823861073.

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.