401(k) · DOL Form 5500 · 2024

Upstream USA, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
181
Participants Below avg headcount
68th
Percentile by assets National rank
$96,435
Avg per participant Below avg balance/head
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Official DOL plan name: Upstream 401(k) Plan · Sponsored by Upstream USA, Inc. · Massachusetts · Healthcare & Social Assistance

$17M in assets, 181 participants

Upstream USA, Inc.'s Upstream 401(k) Plan reported $17M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,247 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Upstream 401(k) Plan covers 181 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#12,247
in Healthcare & Social Assistance (16,916 peers)
+33.3%
assets growth YoY

Upstream 401(k) Plan's outsized position by total assets

Upstream 401(k) Plan vs every filed plan by assets

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

$17,454,805 Top 32% higher than 68% 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

Upstream 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. Upstream 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upstream 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Upstream 401(k) Plan reported participants rose from 155 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Upstream 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352581424 · Upstream USA, Inc. PY 2024 · 401(k)

Upstream 401(k) Plan · $17M · 181 · 68th

  • BOOK $17M
  • VS-ST 181
  • BOY 68th
  • SCH 401(k)
  • EBSA near The Pain Associates 401(k) Plan
  • PART ind #12247

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Upstream 401(k) Plan in the asset neighbourhood

Worldwide Travel Staffing Limi 401(k) Profit Sharing Plan & TrustWorldwide Travel Staffing Li…$17MFlightstar Aircraft Services, LLC 401(k)Flightstar Aircraft Services…$17MCarolina Case Management and Rehabilitation Services, Inc. 401 (K) PlanCarolina Case Management and…$17MUpstream 401(k) Plan$17MThe Pain Associates 401(k) PlanThe Pain Associates 401(k) P…$17M
End-of-year total assets ($M) among Upstream 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN352581424
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstream USA, Inc.)

Sponsor-wide plan assets over time

All Upstream USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 119.55033626607057% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.95M $17.5M ▲ +119.5%
Year Plans Participants Total Assets
2022 1 119 $8M
2023 1 155 $13M
2024 1 181 $17M

Nearby 401(k) Plans in Massachusetts

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

Upstream 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Upstream 401(k) Plan, Total assets ($B): 0.017454805 · Participants: 181Upstream 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Upstream 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Upstream 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is The Pain Associates 401(k) Plan in KY ($17M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Upstream 401(k) Plan assets move in 2024? ▼
Upstream 401(k) Plan surged - up 33.3% during 2024, from $13M to $17M. Reported net income was $4M.
How have Upstream USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstream USA, Inc.'s sponsor-wide assets grew 119.6%, from $8M to $17M.
Which 401(k) plans are similar in size to Upstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pain Associates 401(k) Plan in KY ($17M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Upstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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 352581424.

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.