401(k) · DOL Form 5500 · 2024

Up-Lifting Expectations, Inc. 401(k) Plan

Data updated 2026-08-25

$616K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$308,167
Avg per participant High balance/head
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Official DOL plan name: Up-Lifting Expectations Retirement Plan · Sponsored by Up-Lifting Expectations, Inc. · North Carolina · Arts, Entertainment & Recreation

$616K in assets, 2 participants

Up-Lifting Expectations, Inc.'s Up-Lifting Expectations Retirement Plan reported $616K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,261 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Up-Lifting Expectations Retirement Plan ranks #1,261 of 2,921 2024 filers by assets (4505% of the sector average)-$616K for 2 participants.

#1,261
in Arts, Entertainment & Recreation (2,921 peers)
-1.3%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Up-Lifting Expectations Retirement Plan among the smaller filed plans by assets

Up-Lifting Expectations Retirement Plan vs every filed plan by assets

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

$616,333 19th percentile higher than 19% 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

Up-Lifting Expectations Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Up-Lifting Expectations Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Up-Lifting Expectations Retirement Plan reported net income fell from -$2K in the plan year 2023 filing to -$8K in the plan year 2024 filing.
  • Up-Lifting Expectations Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Up-Lifting Expectations Retirement Plan end-of-year assets fell from $624K in the plan year 2023 filing to $616K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 820899048 · Up-Lifting Expectations, Inc. PY 2024 · 401(k)

Up-Lifting Expectations Retirement Plan · $616K · 2 · 19th

  • EOY $616K
  • 5500 2
  • ASSETS 19th
  • PCT 401(k)
  • EIN near West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan
  • RANK ind #1261

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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →

Up-Lifting Expectations Retirement Plan in the asset neighbourhood

Up-Lifting Expectations Retirement PlanUp-Lifting Expectations Reti…$616KWest Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing PlanWest Shore Family Practice, …$616KBrianpaul Enterprises, Inc. 401(k) PlanBrianpaul Enterprises, Inc. …$616KSalvatore Bonetti 401(k) Profit Sharing Plan & TrustSalvatore Bonetti 401(k) Pro…$616KRocky Mountain Ng Corp. 401(k) Profit Sharing PlanRocky Mountain Ng Corp. 401(…$617K
End-of-year total assets ($M) among Up-Lifting Expectations Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$624K
Net Assets (End of Year)$616K
Net Income-$8K
Employer EIN820899048
Plan Effective Date2017-03-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Up-Lifting Expectations, Inc.)

Sponsor-wide plan assets over time

All Up-Lifting Expectations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$616K 1.620155694567929% vs 2022
2024 filing year
$0.62M$0.62M$0.63M$0.63M$0.64M 202220232024 $0.63M $0.62M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 3 $626K
2023 1 3 $624K
2024 1 2 $616K

Nearby 401(k) Plans in North Carolina

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

Up-Lifting Expectations Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Up-Lifting Expectations Retirement Plan, Total assets ($B): 0.000616333 · Participants: 2Up-Lifting Expectations Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Up-Lifting Expectations Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Up-Lifting Expectations Retirement Plan side-by-side with 3 peers →

Up-Lifting Expectations Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan in PA ($616K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Up-Lifting Expectations Retirement Plan assets move in 2024? ▼
Up-Lifting Expectations Retirement Plan edged down modestly - down 1.3% during 2024, from $624K to $616K. Reported net income was -$8K.
How have Up-Lifting Expectations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Up-Lifting Expectations, Inc.'s sponsor-wide assets declined 1.6%, from $626K to $616K.
Where does Up-Lifting Expectations Retirement Plan rank by assets among Form 5500 filers? ▼
Up-Lifting Expectations Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Up-Lifting Expectations Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan in PA ($616K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Up-Lifting Expectations Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 820899048.

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.