401(k) · DOL Form 5500 · 2024

Upchurch Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
130
Participants Small participant base
45th
Percentile by assets National rank
$46,457
Avg per participant Low balance/head
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Official DOL plan name: Upchurch Management Co. Inc. Employee Saving Trust · Sponsored by Upchurch Management Company, Inc. · Florida · Food Services & Accommodation

$6M in assets, 130 participants

Upchurch Management Company, Inc.'s Upchurch Management Co. Inc. Employee Saving Trust reported $6M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,894 in Food Services & Accommodation (3,672 peers)

Coverage in Florida

Upchurch Management Co. Inc. Employee Saving Trust covers 130 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#2,894
in Food Services & Accommodation (3,672 peers)
+16.9%
assets growth YoY

Upchurch Management Co. Inc. Employee Saving Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Upchurch Management Co. Inc. Employee Saving Trust vs every filed plan by assets

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

$6,039,415 45th percentile higher than 45% 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

Upchurch Management Co. Inc. Employee Saving Trust 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. Upchurch Management Co. Inc. Employee Saving Trust sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upchurch Management Co. Inc. Employee Saving Trust reported net income rose from $746K in the plan year 2023 filing to $874K in the plan year 2024 filing.
  • Upchurch Management Co. Inc. Employee Saving Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Upchurch Management Co. Inc. Employee Saving Trust reported participants fell from 135 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592057671 · Upchurch Management Company, Inc. PY 2024 · 401(k)

Upchurch Management Co. Inc. Employee Saving Trust · $6M · 130 · 45th

  • PHOTO $6M
  • IND 130
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Bova Food Distributors, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2894

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Upchurch Management Co. Inc. Employee Saving Trust in the asset neighbourhood

Upchurch Management Co. Inc. Employee Saving TrustUpchurch Management Co. Inc.…$6MBova Food Distributors, Inc. 401(k) Profit Sharing PlanBova Food Distributors, Inc.…$6MMinnesota Women's Care 401(k) PlanMinnesota Women's Care 401(k…$6MM2 Strategy, Inc. 401(k) Plan$6MPegasus Maritime Inc 401(k) Profit Sharing Plan & TrustPegasus Maritime Inc 401(k) …$6M
End-of-year total assets ($M) among Upchurch Management Co. Inc. Employee Saving Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$874K
Employer EIN592057671
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upchurch Management Company, Inc.)

Sponsor-wide plan assets over time

All Upchurch Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.65445632844958% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.42M $6.04M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 134 $4M
2023 1 135 $5M
2024 1 130 $6M

Nearby 401(k) Plans in Florida

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

Upchurch Management Co. Inc. Employee Saving Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Upchurch Management Co. Inc. Employee Saving Trust, Total assets ($B): 0.006039415 · Participants: 130Upchurch Management Co. Inc. Employee Saving TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Upchurch Management Co. Inc. Employee Saving Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Upchurch Management Co. Inc. Employee Saving Trust side-by-side with 3 peers →

Upchurch Management Co. Inc. Employee Saving Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bova Food Distributors, Inc. 401(k) Profit Sharing Plan in PA ($6M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Upchurch Management Co. Inc. Employee Saving Trust assets move in 2024? ▼
Upchurch Management Co. Inc. Employee Saving Trust grew sharply - up 16.9% during 2024, from $5M to $6M. Reported net income was $874K.
How have Upchurch Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upchurch Management Company, Inc.'s sponsor-wide assets grew 36.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Upchurch Management Co. Inc. Employee Saving Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bova Food Distributors, Inc. 401(k) Profit Sharing Plan in PA ($6M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Upchurch Management Co. Inc. Employee Saving Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 592057671.

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.