401(k) · DOL Form 5500 · 2024

Upsher-Smith Laboratories, LLC 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
448
Participants Below avg headcount
93rd
Percentile by assets National rank
$355,763
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upsher-Smith Laboratories Retirement Plan · Sponsored by Upsher-Smith Laboratories, LLC · Minnesota · Manufacturing

$159M in assets, 448 participants

Upsher-Smith Laboratories, LLC's Upsher-Smith Laboratories Retirement Plan reported $159M in total assets and 448 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,971 in Manufacturing (17,777 peers)

Coverage in Minnesota

Upsher-Smith Laboratories Retirement Plan covers 448 participants in Minnesota, about 40% of the average Minnesota filer (state average ~1,126 per filing). Assets: $159M.

#15,971
in Manufacturing (17,777 peers)
+1.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Upsher-Smith Laboratories Retirement Plan's outsized position by total assets

Upsher-Smith Laboratories Retirement Plan vs every filed plan by assets

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

$159,381,997 Top 7% higher than 93% 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

Upsher-Smith Laboratories Retirement 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. Upsher-Smith Laboratories Retirement Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upsher-Smith Laboratories Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Upsher-Smith Laboratories Retirement Plan reported participants fell from 496 in the plan year 2023 filing to 448 in the plan year 2024 filing.
  • Upsher-Smith Laboratories Retirement Plan end-of-year assets rose from $158M in the plan year 2023 filing to $159M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410969017 · Upsher-Smith Laboratories, LLC PY 2024 · 401(k)

Upsher-Smith Laboratories Retirement Plan · $159M · 448 · 93rd

  • EBSA $159M
  • PART 448
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Anesthesiology Services Network, Ltd. 401(k) Profit Sharing
  • VS-ST ind #15971

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 Manufacturing retirement plans → · Plans in Minnesota →

Upsher-Smith Laboratories Retirement Plan in the asset neighbourhood

Helios Technologies, Inc. 401(k) Retirement PlanHelios Technologies, Inc. 40…$159MAspen Insurance U.S. Services Inc. 401(k) PlanAspen Insurance U.S. Service…$159MAnesthesiology Services Network, Ltd. 401(k) Profit SharingAnesthesiology Services Netw…$159MUpsher-Smith Laboratories Retirement PlanUpsher-Smith Laboratories Re…$159MRockline Industries, Inc. Retirement Savings PlanRockline Industries, Inc. Re…$159M
End-of-year total assets ($M) among Upsher-Smith Laboratories Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$159M
Net Income$2M
Employer EIN410969017
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upsher-Smith Laboratories, LLC)

Sponsor-wide plan assets over time

All Upsher-Smith Laboratories, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$159M 5.721028612257152% vs 2022
2024 filing year
$145M$150M$155M$160M$165M 202220232024 $151M $159M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 541 $151M
2023 1 496 $158M
2024 1 448 $159M

Nearby 401(k) Plans in Minnesota

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

Upsher-Smith Laboratories Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Upsher-Smith Laboratories Retirement Plan, Total assets ($B): 0.159381997 · Participants: 448Upsher-Smith Laboratories Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Upsher-Smith Laboratories Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Upsher-Smith Laboratories Retirement Plan side-by-side with 3 peers →

Upsher-Smith Laboratories Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Anesthesiology Services Network, Ltd. 401(k) Profit Sharing in OH ($159M); by covered participants it is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Upsher-Smith Laboratories Retirement Plan assets move in 2024? ▼
Upsher-Smith Laboratories Retirement Plan edged up modestly - up 1.2% during 2024, from $158M to $159M. Reported net income was $2M.
How have Upsher-Smith Laboratories, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upsher-Smith Laboratories, LLC's sponsor-wide assets grew 5.7%, from $151M to $159M.
Where does Upsher-Smith Laboratories Retirement Plan rank by assets among Form 5500 filers? ▼
Upsher-Smith Laboratories Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Upsher-Smith Laboratories Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anesthesiology Services Network, Ltd. 401(k) Profit Sharing in OH ($159M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Upsher-Smith Laboratories Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants, $34M 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 410969017.

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.