401(k) · DOL Form 5500 · 2024

Upstack, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
158
Participants Small participant base
47th
Percentile by assets National rank
$41,452
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Upstack 401(k) Plan · Sponsored by Upstack, Inc. · New York · Professional & Technical Services

$7M in assets, 158 participants

Upstack, Inc.'s Upstack 401(k) Plan reported $7M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,091 in Professional & Technical Services (20,173 peers)

Coverage in New York

Upstack 401(k) Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,091
in Professional & Technical Services (20,173 peers)
+46.0%
assets growth YoY

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

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

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

$6,549,420 47th percentile higher than 47% 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

Upstack 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. Upstack 401(k) Plan sits mid-pack in the medium band (158 participants).

Published 5500 schedule card

Filing strip 813151125 · Upstack, Inc. PY 2024 · 401(k)

Upstack 401(k) Plan · $7M · 158 · 47th

  • EOY $7M
  • 5500 158
  • ASSETS 47th
  • PCT 401(k)
  • EIN near Lauth Group, Inc. 401(k) Savings Plan
  • RANK ind #9091

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 New York →

Upstack 401(k) Plan in the asset neighbourhood

Upstack 401(k) Plan$7MLauth Group, Inc. 401(k) Savings PlanLauth Group, Inc. 401(k) Sav…$7MAviation Security Management, LLC 401(k) PlanAviation Security Management…$7MBates Electric, Inc. Retirement PlanBates Electric, Inc. Retirem…$7MVista Managing Services 401(k) PlanVista Managing Services 401(…$7M
End-of-year total assets ($M) among Upstack 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN813151125
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Upstack 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Upstack 401(k) Plan, Total assets ($B): 0.00654942 · Participants: 158Upstack 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Upstack 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstack 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lauth Group, Inc. 401(k) Savings Plan in IN ($7M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Upstack 401(k) Plan assets move in 2024? ▼
Upstack 401(k) Plan surged - up 46.0% during 2024, from $4M to $7M. Reported net income was $2M.
Which 401(k) plans are similar in size to Upstack 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lauth Group, Inc. 401(k) Savings Plan in IN ($7M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Upstack 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 813151125.

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.