401(k) · DOL Form 5500 · 2024
Upside Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 295
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $60,085
- Avg per participant Low balance/head
Official DOL plan name: Upside 401(k) Plan · Sponsored by Upside Services, Inc. · District of Columbia · Professional & Technical Services
$18M in assets, 295 participants
Upside Services, Inc.'s Upside 401(k) Plan reported $18M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,533 in Professional & Technical Services (20,173 peers)
Coverage in District of Columbia
Upside 401(k) Plan covers 295 participants in District of Columbia, about 20% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $18M.
- #13,533
- in Professional & Technical Services (20,173 peers)
- $6M
- reported net income
Upside 401(k) Plan's outsized position by total assets
Upside 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,725,131 Top 32% higher than 68% 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
Upside 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 401(k) Plan sits mid-pack in the medium band (295 participants).
EBSA filing schedule strip
Filing strip 475651051 · Upside Services, Inc. PY 2024 · 401(k)
Upside 401(k) Plan · $18M · 295 · 68th
- PHOTO $18M
- PHOTO 295
- PHOTO 68th
- PHOTO 401(k)
- PHOTO near Centris Federal Credit Union 401(k) Plan
- PHOTO ind #13533
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 District of Columbia →
Upside 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $6M |
| Employer EIN | 475651051 |
| Plan Effective Date | 2024-01-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Upside 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Centris Federal Credit Union 401(k) Plan in NE ($18M); by covered participants it is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Centris Federal Credit Union 401(k) Plan (NE) $18M · 292
- Brenk Brothers, Inc. 401(k) Plan Retirement Plan (MN) $18M · 161
- Flexcare LLC 401(k) Plan (CA) $18M · 2,335
- Suhm Spring Works, Inc. 401(k) Plan (TX) $18M · 196
Similar participant headcount
Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.
- Sioux Falls Ford, Inc. 401(k) Plan (SD) 295 · 0 off
- The University of Iowa Center for Adv. 401(k) Plan (IA) 295 · 0 off
- I-Car 401(k) Profit Sharing Plan (IL) 295 · 0 off
- Imperial Beverage Company 401(k) Salary Reduction (MI) 295 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.