401(k) · DOL Form 5500 · 2024

Upland Software, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
475
Participants Below avg headcount
87th
Percentile by assets National rank
$137,236
Avg per participant Near avg balance/head
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Official DOL plan name: Upland Software Inc. 401(k) · Sponsored by Upland Software, Inc. · Texas · Professional & Technical Services

$65M in assets, 475 participants

Upland Software, Inc.'s Upland Software Inc. 401(k) reported $65M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,742 in Professional & Technical Services (20,173 peers)

Where Upland Software Inc. 401(k) sits by assets

Upland Software Inc. 401(k) sits in the top quartile of all filed plans by assets, $65M for 475 participants (~$137,236/participant), up 7.4% in 2024.

#17,742
in Professional & Technical Services (20,173 peers)
+7.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Upland Software Inc. 401(k)'s outsized position by total assets

Upland Software Inc. 401(k) vs every filed plan by assets

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

$65,187,233 Top 13% higher than 87% 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

Upland Software Inc. 401(k) 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. Upland Software Inc. 401(k) sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upland Software Inc. 401(k) end-of-year assets rose from $61M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Upland Software Inc. 401(k) reported participants rose from 446 in the plan year 2023 filing to 475 in the plan year 2024 filing.
  • Upland Software Inc. 401(k) reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272992077 · Upland Software, Inc. PY 2024 · 401(k)

Upland Software Inc. 401(k) · $65M · 475 · 87th

  • EOY $65M
  • EOY 475
  • EOY 87th
  • EOY 401(k)
  • EOY near Cleveland Brothers Retirement Plan for Union Employees
  • EOY ind #17742

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 Texas →

Upland Software Inc. 401(k) in the asset neighbourhood

Ipsoft Incorporated 401(k) PlanIpsoft Incorporated 401(k) P…$65MUpland Software Inc. 401(k)$65MCleveland Brothers Retirement Plan for Union EmployeesCleveland Brothers Retiremen…$65MPurcell Tire & Rubber Company 401(k) PlanPurcell Tire & Rubber Compan…$65MMark Thomas & Company, Inc. 401(k) Savings PlanMark Thomas & Company, Inc. …$65M
End-of-year total assets ($M) among Upland Software Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$65M
Net Income$5M
Employer EIN272992077
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upland Software, Inc.)

Sponsor-wide plan assets over time

All Upland Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 16.599928752791794% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.9M $65.2M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 478 $56M
2023 1 446 $61M
2024 1 475 $65M

Nearby 401(k) Plans in Texas

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

Upland Software Inc. 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Upland Software Inc. 401(k), Total assets ($B): 0.065187233 · Participants: 475Upland Software Inc. 401(k)AT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Upland Software Inc. 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Upland Software Inc. 401(k) side-by-side with 3 peers →

Upland Software Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cleveland Brothers Retirement Plan for Union Employees in PA ($65M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Upland Software Inc. 401(k) assets move in 2024? ▼
Upland Software Inc. 401(k) grew at a solid clip - up 7.4% during 2024, from $61M to $65M. Reported net income was $5M.
How have Upland Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upland Software, Inc.'s sponsor-wide assets grew 16.6%, from $56M to $65M.
Where does Upland Software Inc. 401(k) rank by assets among Form 5500 filers? ▼
Upland Software Inc. 401(k) ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upland Software Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Brothers Retirement Plan for Union Employees in PA ($65M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Upland Software Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Pride Star Ems. 401(k) Plan in MA (475 participants, $10M 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 272992077.

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.