401(k) · DOL Form 5500 · 2024

Upstream Tech Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
70
Participants Small participant base
33rd
Percentile by assets National rank
$40,371
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Upstream Tech Inc. 401(k) Plan · Sponsored by Upstream Tech Inc · Massachusetts · Professional & Technical Services

$3M in assets, 70 participants

Upstream Tech Inc's Upstream Tech Inc. 401(k) Plan reported $3M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,002 in Professional & Technical Services (20,173 peers)

2024 asset change

Upstream Tech Inc. 401(k) Plan contracted severely 39.2% in 2024 ($5M → $3M) for 70 participants.

#6,002
in Professional & Technical Services (20,173 peers)
-39.2%
assets change YoY

Upstream Tech Inc. 401(k) Plan among the smaller filed plans by assets

Upstream Tech Inc. 401(k) Plan vs every filed plan by assets

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

$2,825,938 33rd percentile higher than 33% 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

Upstream Tech Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstream Tech Inc. 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

DOL schedule card

Filing strip 412186428 · Upstream Tech Inc PY 2024 · 401(k)

Upstream Tech Inc. 401(k) Plan · $3M · 70 · 33rd

  • EOY $3M
  • 5500 70
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near Hottle & Associates, Inc. 401(k) Plan
  • RANK ind #6002

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 Massachusetts →

Upstream Tech Inc. 401(k) Plan in the asset neighbourhood

Upstream Tech Inc. 401(k) PlanUpstream Tech Inc. 401(k) Pl…$3MHottle & Associates, Inc. 401(k) PlanHottle & Associates, Inc. 40…$3MKing Engineering Inc 401(k) Profit Sharing PlanKing Engineering Inc 401(k) …$3MNevada Copper Inc 401(k) Profit Sharing Plan and TrustNevada Copper Inc 401(k) Pro…$3MBranded Group Retirement Readiness 401(k) PlanBranded Group Retirement Rea…$3M
End-of-year total assets ($M) among Upstream Tech Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income$861K
Employer EIN412186428
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Upstream Tech Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Upstream Tech Inc. 401(k) Plan, Total assets ($B): 0.002825938 · Participants: 70Upstream Tech Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Upstream Tech Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Upstream Tech Inc. 401(k) Plan side-by-side with 3 peers →

Upstream Tech Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hottle & Associates, Inc. 401(k) Plan in OH ($3M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Upstream Tech Inc. 401(k) Plan assets move in 2024? ▼
Upstream Tech Inc. 401(k) Plan contracted severely - down 39.2% during 2024, from $5M to $3M. Reported net income was $861K.
Which 401(k) plans are similar in size to Upstream Tech Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hottle & Associates, Inc. 401(k) Plan in OH ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Upstream Tech Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 participants, N/A 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 412186428.

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.