401(k) · DOL Form 5500 · 2024

Upward Health National LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
305
Participants Below avg headcount
40th
Percentile by assets National rank
$14,577
Avg per participant Low balance/head
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Official DOL plan name: Upward Health National 401(k) Plan · Sponsored by Upward Health National LLC · Rhode Island · Healthcare & Social Assistance

$4M in assets, 305 participants

Upward Health National LLC's Upward Health National 401(k) Plan reported $4M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,144 in Healthcare & Social Assistance (16,916 peers)

Coverage in Rhode Island

Upward Health National 401(k) Plan covers 305 participants in Rhode Island, about 21% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $4M.

#7,144
in Healthcare & Social Assistance (16,916 peers)
+25.6%
assets growth YoY

Upward Health National 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upward Health National 401(k) Plan vs every filed plan by assets

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

$4,446,110 40th percentile higher than 40% 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

Upward Health National 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. Upward Health National 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upward Health National 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $906K in the plan year 2024 filing.
  • Upward Health National 401(k) Plan reported participants rose from 230 in the plan year 2023 filing to 305 in the plan year 2024 filing.
  • Upward Health National 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 815479992 · Upward Health National LLC PY 2024 · 401(k)

Upward Health National 401(k) Plan · $4M · 305 · 40th

  • BOOK $4M
  • VS-ST 305
  • BOY 40th
  • SCH 401(k)
  • EBSA near Oci LLC Delaware 401(k)
  • PART ind #7144

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 Rhode Island →

Upward Health National 401(k) Plan in the asset neighbourhood

Upward Health National 401(k) PlanUpward Health National 401(k…$4MOci LLC Delaware 401(k)$4MLiberation Programs, Inc. 401(k) Profit Sharing Plan & TrustLiberation Programs, Inc. 40…$4MMissouri Lions Eye Research Foundation 403(b) PlanMissouri Lions Eye Research …$4M5p Nh Holding Company 401(k) Plan5p Nh Holding Company 401(k)…$4M
End-of-year total assets ($M) among Upward Health National 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$906K
Employer EIN815479992
Plan Effective Date2017-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Upward Health National LLC)

Sponsor-wide plan assets over time

All Upward Health National LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.58305986881612% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M 20232024 $3.54M $4.45M ▲ +25.7%
Year Plans Participants Total Assets
2023 1 230 $4M
2024 1 305 $4M

Nearby 401(k) Plans in Rhode Island

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

Upward Health National 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Upward Health National 401(k) Plan, Total assets ($B): 0.00444611 · Participants: 305Upward Health National 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Upward Health National 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Upward Health National 401(k) Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Oci LLC Delaware 401(k) in PA ($4M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Upward Health National 401(k) Plan assets move in 2024? ▼
Upward Health National 401(k) Plan grew sharply - up 25.6% during 2024, from $4M to $4M. Reported net income was $906K.
How have Upward Health National LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Upward Health National LLC's sponsor-wide assets grew 25.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Upward Health National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oci LLC Delaware 401(k) in PA ($4M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Upward Health National 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (305 participants, $42M 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 815479992.

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.