401(k) · DOL Form 5500 · 2024

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 13
Participants Small participant base: 25th
Percentile by assets National rank: $96,912
Avg per participant Below avg balance/head

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Official DOL plan name: Liberty Station Orthodontics 401(k) Plan · Sponsored by Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics · California · Healthcare & Social Assistance

$1M in assets, 13 participants

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's Liberty Station Orthodontics 401(k) Plan reported $1M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#3,620 in Healthcare & Social Assistance (16,916 peers)

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year trail

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's plans moved +125.3% in assets from 2022 to 2024; this filing shows Liberty Station Orthodontics 401(k) Plan at $1M / 13 participants.

#3,620
in Healthcare & Social Assistance (16,916 peers): +69.4%
assets growth YoY

Liberty Station Orthodontics 401(k) Plan among the smaller filed plans by assets

Liberty Station Orthodontics 401(k) Plan vs every filed plan by assets

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

$1,259,852 25th percentile higher than 25% 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

Liberty Station Orthodontics 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Station Orthodontics 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Liberty Station Orthodontics 401(k) Plan reported net income rose from $145K in the plan year 2023 filing to $516K in the plan year 2024 filing.
Liberty Station Orthodontics 401(k) Plan end-of-year assets rose from $744K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510534152 · Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics PY 2024 · 401(k)

Liberty Station Orthodontics 401(k) Plan · $1M · 13 · 25th

NET $1M
NET 13
NET 25th
NET 401(k)
NET near Revolution Industrial LLC 401(k) Plan
NET ind #3620

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 California →

End-of-year total assets ($M) among Liberty Station Orthodontics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year asset trail

Latest sponsor-wide plan assets: $3M 125.28193206575224% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	26	$1M
2023	2	23	$2M
2024	2	25	$3M

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics filing trail (2024)

Total Assets (Beginning of Year)	$744K
Net Assets (End of Year)	$1M
Net Income	$516K
Employer EIN	510534152
Plan Effective Date	1988-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Liberty Station Orthodontics 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Liberty Station Orthodontics 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Revolution Industrial LLC 401(k) Plan in AZ ($1M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Revolution Industrial LLC 401(k) Plan (AZ) $1M · 217
Bbdo Puerto Rico, Inc Pension Plan (PR) $1M · 74
Ignition Inc 401(k) Profit Sharing Plan & Trust (MA) $1M · 2
Siosal Holdings, Inc. 401(k) Plan (TX) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off

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 Liberty Station Orthodontics 401(k) Plan assets move in 2024? ▼

Liberty Station Orthodontics 401(k) Plan surged - up 69.4% during 2024, from $744K to $1M. Reported net income was $516K.

How have Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's sponsor-wide assets grew 125.3%, from $1M to $3M.

Where does Liberty Station Orthodontics 401(k) Plan rank by assets among Form 5500 filers? ▼

Liberty Station Orthodontics 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Liberty Station Orthodontics 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Revolution Industrial LLC 401(k) Plan in AZ ($1M, 217 participants).

Which 401(k) plans cover a similar participant headcount to Liberty Station Orthodontics 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 510534152.