401(k) · DOL Form 5500 · 2024

Wheels Up Partners LLC 401(k) Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
1,736
Participants Near avg headcount
94th
Percentile by assets National rank
$104,815
Avg per participant Below avg balance/head
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Official DOL plan name: Wheels Up Partners LLC Retirement Savings Plan · Sponsored by Wheels Up Partners LLC · New York · Transportation & Warehousing

$182M in assets, 1,736 participants

Wheels Up Partners LLC's Wheels Up Partners LLC Retirement Savings Plan reported $182M in total assets and 1,736 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,041 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Wheels Up Partners LLC Retirement Savings Plan covers 1,736 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $182M.

#3,041
in Transportation & Warehousing (3,299 peers)
+3.3%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Wheels Up Partners LLC Retirement Savings Plan's outsized position by total assets

Wheels Up Partners LLC Retirement Savings Plan vs every filed plan by assets

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

$181,959,639 Top 6% higher than 94% 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

Wheels Up Partners LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheels Up Partners LLC Retirement Savings Plan lands in the large band (1,736 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheels Up Partners LLC Retirement Savings Plan reported net income fell from $39M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wheels Up Partners LLC Retirement Savings Plan reported participants fell from 2,782 in the plan year 2023 filing to 1,736 in the plan year 2024 filing.
  • Wheels Up Partners LLC Retirement Savings Plan end-of-year assets rose from $176M in the plan year 2023 filing to $182M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454068474 · Wheels Up Partners LLC PY 2024 · 401(k)

Wheels Up Partners LLC Retirement Savings Plan · $182M · 1,736 · 94th

  • IND $182M
  • IND 1,736
  • IND 94th
  • IND 401(k)
  • IND near Teck American Incorporated Retirement Savings Plan
  • IND ind #3041

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 Transportation & Warehousing retirement plans → · Plans in New York →

Wheels Up Partners LLC Retirement Savings Plan in the asset neighbourhood

Vessco Inc Retirement Plan$182MWillamette Dental Group, P.C. 401(k) Savings PlanWillamette Dental Group, P.C…$182MWheels Up Partners LLC Retirement Savings PlanWheels Up Partners LLC Retir…$182MTeck American Incorporated Retirement Savings PlanTeck American Incorporated R…$182MProvider Care Group Mirror 401(k) PlanProvider Care Group Mirror 4…$182M
End-of-year total assets ($M) among Wheels Up Partners LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$182M
Net Income$6M
Employer EIN454068474
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheels Up Partners LLC)

Sponsor-wide plan assets over time

All Wheels Up Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$182M 35.730229561628235% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $134M $182M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 1,733 $134M
2023 1 2,782 $176M
2024 1 1,736 $182M

Nearby 401(k) Plans in New York

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

Wheels Up Partners LLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wheels Up Partners LLC Retirement Savings Plan, Total assets ($B): 0.181959639 · Participants: 1736Wheels Up Partners LLC Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Wheels Up Partners LLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wheels Up Partners LLC Retirement Savings Plan side-by-side with 3 peers →

Wheels Up Partners LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Teck American Incorporated Retirement Savings Plan in WA ($182M); by covered participants it is Lozier Corporation 401(k) Savings Plan in NE (1,736 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($182M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,736 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 Wheels Up Partners LLC Retirement Savings Plan assets move in 2024? ▼
Wheels Up Partners LLC Retirement Savings Plan edged up modestly - up 3.3% during 2024, from $176M to $182M. Reported net income was $6M.
How have Wheels Up Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheels Up Partners LLC's sponsor-wide assets grew 35.7%, from $134M to $182M.
Where does Wheels Up Partners LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wheels Up Partners LLC Retirement Savings Plan ranks in the 94th 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 Wheels Up Partners LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teck American Incorporated Retirement Savings Plan in WA ($182M, 812 participants).
Which 401(k) plans cover a similar participant headcount to Wheels Up Partners LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lozier Corporation 401(k) Savings Plan in NE (1,736 participants, $192M 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 454068474.

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.