401(k) · DOL Form 5500 · 2024
Upstate Sc Logistics 401(k) Plan
Data updated 2026-05-15
- $212K
- Total assets
- 195
- Participants
- 11th
- Percentile by assets
- $1,085
- Avg per participant
Sponsored by Upstate Sc Logistics LLC · South Carolina · Transportation & Warehousing
What the 2024 filing shows
Upstate Sc Logistics 401(k) Plan holds $212K for 195 participants - about $1,085 per participant, among the smaller plans by assets on file, up 172.6% over the 2024 plan year.
- $212K
- total plan assets (2024 EOY)
- 195
- covered participants
- 11th
- percentile by assets (of 116,472 plans)
- $1,085
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About Upstate Sc Logistics 401(k) Plan
Upstate Sc Logistics 401(k) Plan is a 401(k) retirement plan sponsored by Upstate Sc Logistics LLC, headquartered in South Carolina. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $212K in total end-of-year assets and covers 195 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 841894263, and the plan has been effective since 2023-09-30. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $78K at the beginning of 2024 to $212K at year-end - up 172.6%. Net assets (after liabilities) closed the year at $212K, with reported net income of $134K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years Upstate Sc Logistics LLC has on file with PlainRetire (2023-2024), sponsor-wide plan assets have moved from $78K to $212K, a gain of 172.6%, while reported participants moved from 99 to 195 (+97.0%). Year-by-year, sponsor-wide filings show: 2023 - $78K in assets across 1 plan covering 99 participants; 2024 - $212K in assets across 1 plan covering 195 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Upstate Sc Logistics 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $78K |
|---|---|
| Total Assets (End of Year) | $212K |
| Net Assets (End of Year) | $212K |
| Net Income | $134K |
| Plan Type | 401(k) |
| Employer EIN | 841894263 |
| Plan Effective Date | 2023-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upstate Sc Logistics LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 99 | $78K |
| 2024 | 1 | 195 | $212K |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Prisma Health Retirement Savings Plan $2.2B · 29,201
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
Frequently Asked Questions
How much money is in the Upstate Sc Logistics 401(k) Plan? ▼
What type of plan is Upstate Sc Logistics 401(k) Plan? ▼
Who sponsors the Upstate Sc Logistics 401(k) Plan? ▼
How did Upstate Sc Logistics 401(k) Plan perform in 2024? ▼
What this filing means
Ways to act on Upstate Sc Logistics 401(k) Plan's numbers.
- By total assets, Upstate Sc Logistics 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Upstate Sc Logistics LLC's sponsor-wide assets have grown 172.6% since 2023 across 2 plan years on file. More Transportation & Warehousing plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 841894263.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.