401(k) · DOL Form 5500 · 2024

Upperline Health, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
990
Participants Near avg headcount
80th
Percentile by assets National rank
$36,262
Avg per participant Low balance/head
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Official DOL plan name: Upperline Health 401(k) Retirement Plan · Sponsored by Upperline Health, Inc. · Tennessee · Healthcare & Social Assistance

$36M in assets, 990 participants

Upperline Health, Inc.'s Upperline Health 401(k) Retirement Plan reported $36M in total assets and 990 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,022 in Healthcare & Social Assistance (16,916 peers)

Where Upperline Health 401(k) Retirement Plan sits by assets

Upperline Health 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 990 participants (~$36,262/participant), up 71.3% in 2024.

#14,022
in Healthcare & Social Assistance (16,916 peers)
+71.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Upperline Health 401(k) Retirement Plan's outsized position by total assets

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

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

$35,899,156 Top 20% higher than 80% 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

Upperline Health 401(k) 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. Upperline Health 401(k) Retirement Plan sits mid-pack in the medium band (990 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upperline Health 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Upperline Health 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Upperline Health 401(k) Retirement Plan reported participants rose from 853 in the plan year 2023 filing to 990 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814298671 · Upperline Health, Inc. PY 2024 · 401(k)

Upperline Health 401(k) Retirement Plan · $36M · 990 · 80th

  • TYPE $36M
  • NET 990
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Planmember Services Corporation 401(k) Plan
  • SCH ind #14022

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Upperline Health 401(k) Retirement Plan in the asset neighbourhood

Upperline Health 401(k) Retirement PlanUpperline Health 401(k) Reti…$36MPlanmember Services Corporation 401(k) PlanPlanmember Services Corporat…$36MIngenico, Inc. 401(k) Plan$36MD.L. Evans Bank 401(k) Retirement Savings PlanD.L. Evans Bank 401(k) Retir…$36MGreenleaf Nursery Co. 401(k) Profit Sharing PlanGreenleaf Nursery Co. 401(k)…$36M
End-of-year total assets ($M) among Upperline Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$36M
Net Income$15M
Employer EIN814298671
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upperline Health, Inc.)

Sponsor-wide plan assets over time

All Upperline Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 111.51526796108806% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17M $35.9M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 914 $17M
2023 1 853 $21M
2024 1 990 $36M

Nearby 401(k) Plans in Tennessee

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

Upperline Health 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Upperline Health 401(k) Retirement Plan, Total assets ($B): 0.035899156 · Participants: 990Upperline Health 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Upperline Health 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Upperline Health 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Planmember Services Corporation 401(k) Plan in CA ($36M); by covered participants it is Masters Gallery Foods, Inc. Retirement Savings Plan in WI (990 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (990 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 Upperline Health 401(k) Retirement Plan assets move in 2024? ▼
Upperline Health 401(k) Retirement Plan surged - up 71.3% during 2024, from $21M to $36M. Reported net income was $15M.
How have Upperline Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upperline Health, Inc.'s sponsor-wide assets grew 111.5%, from $17M to $36M.
Where does Upperline Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Upperline Health 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upperline Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planmember Services Corporation 401(k) Plan in CA ($36M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Upperline Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masters Gallery Foods, Inc. Retirement Savings Plan in WI (990 participants, $80M 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 814298671.

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.