401(k) · DOL Form 5500 · 2024

Upl NA Inc. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
444
Participants Below avg headcount
90th
Percentile by assets National rank
$214,653
Avg per participant Above avg balance/head
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Official DOL plan name: Upl NA Inc. 401(k) Plan · Sponsored by Upl NA Inc. · North Carolina · Manufacturing

$95M in assets, 444 participants

Upl NA Inc.'s Upl NA Inc. 401(k) Plan reported $95M in total assets and 444 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,166 in Manufacturing (17,777 peers)

Where Upl NA Inc. 401(k) Plan sits by assets

Upl NA Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $95M for 444 participants (~$214,653/participant), up 7.9% in 2024.

#15,166
in Manufacturing (17,777 peers)
+7.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Upl NA Inc. 401(k) Plan's outsized position by total assets

Upl NA Inc. 401(k) Plan vs every filed plan by assets

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

$95,305,926 Top 10% higher than 90% 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

Upl NA Inc. 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. Upl NA Inc. 401(k) Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upl NA Inc. 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Upl NA Inc. 401(k) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Upl NA Inc. 401(k) Plan reported participants fell from 477 in the plan year 2023 filing to 444 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510377088 · Upl NA Inc. PY 2024 · 401(k)

Upl NA Inc. 401(k) Plan · $95M · 444 · 90th

  • NET $95M
  • NET 444
  • NET 90th
  • NET 401(k)
  • NET near International Dairy Queen, Inc. Retirement Savings Plan
  • NET ind #15166

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 North Carolina →

Upl NA Inc. 401(k) Plan in the asset neighbourhood

Savings Plan for Salaried Employees of Gorton'sSavings Plan for Salaried Em…$95MTrac Intermodal Retirement Savings PlanTrac Intermodal Retirement S…$95MUpl NA Inc. 401(k) Plan$95MInternational Dairy Queen, Inc. Retirement Savings PlanInternational Dairy Queen, I…$95MLindsay Corporation 401(k) Plan and TrustLindsay Corporation 401(k) P…$95M
End-of-year total assets ($M) among Upl NA Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$95M
Net Income$7M
Employer EIN510377088
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upl NA Inc.)

Sponsor-wide plan assets over time

All Upl NA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 25.89050402512169% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.7M $95.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 435 $76M
2023 1 477 $88M
2024 1 444 $95M

Nearby 401(k) Plans in North Carolina

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

Upl NA Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Upl NA Inc. 401(k) Plan, Total assets ($B): 0.095305926 · Participants: 444Upl NA Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Upl NA Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Upl NA Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is International Dairy Queen, Inc. Retirement Savings Plan in MN ($95M); by covered participants it is Sba Defined Contribution Plan for Citizens and Farmers Bank in VA (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Upl NA Inc. 401(k) Plan assets move in 2024? ▼
Upl NA Inc. 401(k) Plan grew at a solid clip - up 7.9% during 2024, from $88M to $95M. Reported net income was $7M.
How have Upl NA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upl NA Inc.'s sponsor-wide assets grew 25.9%, from $76M to $95M.
Where does Upl NA Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Upl NA Inc. 401(k) Plan ranks in the 90th 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 Upl NA Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Dairy Queen, Inc. Retirement Savings Plan in MN ($95M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Upl NA Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sba Defined Contribution Plan for Citizens and Farmers Bank in VA (444 participants, $60M 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 510377088.

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.