401(k) · DOL Form 5500 · 2024
Upgrade Inc. 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 1,221
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $44,661
- Avg per participant Low balance/head
Official DOL plan name: Upgrade Inc. 401(k) Plan · Sponsored by Upgrade Inc. · California · Finance & Insurance
$55M in assets, 1,221 participants
Upgrade Inc.'s Upgrade Inc. 401(k) Plan reported $55M in total assets and 1,221 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,575 in Finance & Insurance (8,549 peers)
Where Upgrade Inc. 401(k) Plan sits by assets
Upgrade Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 1,221 participants (~$44,661/participant), up 89.5% in 2024.
- #6,575
- in Finance & Insurance (8,549 peers)
- +89.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Upgrade Inc. 401(k) Plan's outsized position by total assets
Upgrade Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,530,578 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Upgrade Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upgrade Inc. 401(k) Plan lands in the large band (1,221 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upgrade Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Upgrade Inc. 401(k) Plan reported net income rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Upgrade Inc. 401(k) Plan reported participants rose from 1,170 in the plan year 2023 filing to 1,221 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 812807376 · Upgrade Inc. PY 2024 · 401(k)
Upgrade Inc. 401(k) Plan · $55M · 1,221 · 85th
- PCT $55M
- PCT 1,221
- PCT 85th
- PCT 401(k)
- PCT near Auto Warehousing Company 401(k) Profit Sharing Plan
- PCT ind #6575
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 Finance & Insurance retirement plans → · Plans in California →
Upgrade Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $18M |
| Employer EIN | 812807376 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upgrade Inc.)
Sponsor-wide plan assets over time
All Upgrade Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 260.4164844940267% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,124 | $15M |
| 2023 | 1 | 1,170 | $29M |
| 2024 | 1 | 1,221 | $55M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Upgrade Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Auto Warehousing Company 401(k) Profit Sharing Plan in WA ($55M); by covered participants it is Hood Industries Retirement and Savings Plan in MS (1,221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,221 participants); asset peers above are excluded.
- Hood Industries Retirement and Savings Plan (MS) 1,221 · 0 off
- Heidelberg Materials US Employee Savings Plan (TX) 1,221 · 0 off
- Fullsteam Personnel LLC 401(k) Plan (AL) 1,221 · 0 off
- The Weitz Retirement and 401(k) Plan (IA) 1,221 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.