401(k) · DOL Form 5500 · 2024

On & Up Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
174
Participants Small participant base
59th
Percentile by assets National rank
$65,714
Avg per participant Below avg balance/head
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Official DOL plan name: On & Up Holdings, LLC 401(k) Plan · Sponsored by On & Up Holdings, LLC · Oregon · Information & Media

$11M in assets, 174 participants

On & Up Holdings, LLC's On & Up Holdings, LLC 401(k) Plan reported $11M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,285 in Information & Media (2,822 peers)

Coverage in Oregon

On & Up Holdings, LLC 401(k) Plan covers 174 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $11M.

#1,285
in Information & Media (2,822 peers)
+12.4%
assets growth YoY

On & Up Holdings, LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

On & Up Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$11,434,218 Top 41% higher than 59% 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

On & Up Holdings, LLC 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. On & Up Holdings, LLC 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • On & Up Holdings, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • On & Up Holdings, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • On & Up Holdings, LLC 401(k) Plan reported participants fell from 193 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611596704 · On & Up Holdings, LLC PY 2024 · 401(k)

On & Up Holdings, LLC 401(k) Plan · $11M · 174 · 59th

  • ASSETS $11M
  • ASSETS 174
  • ASSETS 59th
  • ASSETS 401(k)
  • ASSETS near Navajo Technical University 401(k) Profit Sharing Plan
  • ASSETS ind #1285

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 Information & Media retirement plans → · Plans in Oregon →

On & Up Holdings, LLC 401(k) Plan in the asset neighbourhood

Bcom Retirement Plan$11MOn & Up Holdings, LLC 401(k) PlanOn & Up Holdings, LLC 401(k)…$11MNavajo Technical University 401(k) Profit Sharing PlanNavajo Technical University …$11MObsidian Global LLC 401(k) PlanObsidian Global LLC 401(k) P…$11MValley Express LLC 401(k) and Profit Sharing PlanValley Express LLC 401(k) an…$11M
End-of-year total assets ($M) among On & Up Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN611596704
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (On & Up Holdings, LLC)

Sponsor-wide plan assets over time

All On & Up Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 59.87881657254821% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.15M $11.4M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 185 $7M
2023 1 193 $10M
2024 1 174 $11M

Nearby 401(k) Plans in Oregon

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

On & Up Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants On & Up Holdings, LLC 401(k) Plan, Total assets ($B): 0.011434218 · Participants: 174On & Up Holdings, LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
On & Up Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare On & Up Holdings, LLC 401(k) Plan side-by-side with 3 peers →

On & Up Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Navajo Technical University 401(k) Profit Sharing Plan in NM ($11M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 On & Up Holdings, LLC 401(k) Plan assets move in 2024? ▼
On & Up Holdings, LLC 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $10M to $11M. Reported net income was $1M.
How have On & Up Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), On & Up Holdings, LLC's sponsor-wide assets grew 59.9%, from $7M to $11M.
Which 401(k) plans are similar in size to On & Up Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Navajo Technical University 401(k) Profit Sharing Plan in NM ($11M, 271 participants).
Which 401(k) plans cover a similar participant headcount to On & Up Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 611596704.

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.