401(k) · DOL Form 5500 · 2024

Upside Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
246
Participants Below avg headcount
59th
Percentile by assets National rank
$47,177
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upside Foods 401(k) Plan · Sponsored by Upside Foods, Inc. · California · Professional & Technical Services

$12M in assets, 246 participants

Upside Foods, Inc.'s Upside Foods 401(k) Plan reported $12M in total assets and 246 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.

  • #11,594 in Professional & Technical Services (20,173 peers)

Coverage in California

Upside Foods 401(k) Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $12M.

#11,594
in Professional & Technical Services (20,173 peers)
+32.5%
assets growth YoY

Upside Foods 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Upside Foods 401(k) Plan vs every filed plan by assets

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

$11,605,430 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

Upside Foods 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. Upside Foods 401(k) Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upside Foods 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Upside Foods 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Upside Foods 401(k) Plan reported participants rose from 207 in the plan year 2023 filing to 246 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474780183 · Upside Foods, Inc. PY 2024 · 401(k)

Upside Foods 401(k) Plan · $12M · 246 · 59th

  • SCH $12M
  • EBSA 246
  • PART 59th
  • TYPE 401(k)
  • NET near Provision Health Partners 401(k) Plan
  • BOOK ind #11594

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 California →

Upside Foods 401(k) Plan in the asset neighbourhood

Upside Foods 401(k) Plan$12MProvision Health Partners 401(k) PlanProvision Health Partners 40…$12MMoynihan Lumber Profit Sharing PlanMoynihan Lumber Profit Shari…$12MJc Licht 401(k) Plan$12MHanson Consulting Group Inc., 401(k) Profit Sharing PlanHanson Consulting Group Inc.…$12M
End-of-year total assets ($M) among Upside Foods 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN474780183
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upside Foods, Inc.)

Sponsor-wide plan assets over time

All Upside Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 125.88523586663824% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.14M $11.6M ▲ +125.9%
Year Plans Participants Total Assets
2022 1 146 $5M
2023 1 207 $9M
2024 1 246 $12M

Nearby 401(k) Plans in California

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

Upside Foods 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Upside Foods 401(k) Plan, Total assets ($B): 0.01160543 · Participants: 246Upside Foods 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Upside Foods 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Upside Foods 401(k) Plan side-by-side with 3 peers →

Upside Foods 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Provision Health Partners 401(k) Plan in TN ($12M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Upside Foods 401(k) Plan assets move in 2024? ▼
Upside Foods 401(k) Plan surged - up 32.5% during 2024, from $9M to $12M. Reported net income was $3M.
How have Upside Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upside Foods, Inc.'s sponsor-wide assets grew 125.9%, from $5M to $12M.
Which 401(k) plans are similar in size to Upside Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provision Health Partners 401(k) Plan in TN ($12M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Upside Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 474780183.

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.