401(k) · DOL Form 5500 · 2024

Integrated Behavioral Health, Inc. Dba Uprise Health 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
139
Participants Small participant base
52nd
Percentile by assets National rank
$59,808
Avg per participant Low balance/head
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Official DOL plan name: Uprise Health 401(k) Plan · Sponsored by Integrated Behavioral Health, Inc. Dba Uprise Health · California · Finance & Insurance

$8M in assets, 139 participants

Integrated Behavioral Health, Inc. Dba Uprise Health's Uprise Health 401(k) Plan reported $8M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,075 in Finance & Insurance (8,549 peers)

Coverage in California

Uprise Health 401(k) Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,075
in Finance & Insurance (8,549 peers)
-0.0%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uprise Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$8,313,352 Top 48% higher than 52% 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

Uprise Health 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. Uprise Health 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uprise Health 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to -$2K in the plan year 2024 filing.
  • Uprise Health 401(k) Plan reported participants fell from 266 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330851349 · Integrated Behavioral Health, Inc. Dba Uprise Health PY 2024 · 401(k)

Uprise Health 401(k) Plan · $8M · 139 · 52nd

  • VS-ST $8M
  • BOY 139
  • SCH 52nd
  • EBSA 401(k)
  • PART near Chapman Spingola, LLP 401(k)/Profit Sharing Plan
  • TYPE ind #3075

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 →

Uprise Health 401(k) Plan in the asset neighbourhood

Uprise Health 401(k) Plan$8MChapman Spingola, LLP 401(k)/Profit Sharing PlanChapman Spingola, LLP 401(k)…$8MBuffalo Exchange Ltd. 401(k) PlanBuffalo Exchange Ltd. 401(k)…$8MBuilder Investment Group 401(k) Profit Sharing PlanBuilder Investment Group 401…$8MThe Bowdoin Group 401(k) Plan$8M
End-of-year total assets ($M) among Uprise Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$2K
Employer EIN330851349
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Behavioral Health, Inc. Dba Uprise Health)

Sponsor-wide plan assets over time

All Integrated Behavioral Health, Inc. Dba Uprise Health plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.906403858314471% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $9.55M $8.31M ▼ -13.0%
Year Plans Participants Total Assets
2022 1 216 $10M
2023 1 266 $8M
2024 1 139 $8M

Nearby 401(k) Plans in California

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

Uprise Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Uprise Health 401(k) Plan, Total assets ($B): 0.008313352 · Participants: 139Uprise Health 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
Uprise Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Chapman Spingola, LLP 401(k)/Profit Sharing Plan in IL ($8M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Uprise Health 401(k) Plan assets move in 2024?
Uprise Health 401(k) Plan held essentially flat - down 0.0% during 2024, from $8M to $8M. Reported net income was -$2K.
How have Integrated Behavioral Health, Inc. Dba Uprise Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Integrated Behavioral Health, Inc. Dba Uprise Health's sponsor-wide assets declined 12.9%, from $10M to $8M.
Which 401(k) plans are similar in size to Uprise Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Chapman Spingola, LLP 401(k)/Profit Sharing Plan in IL ($8M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Uprise Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M in assets).