401(k) · DOL Form 5500 · 2024
Wheels Up Partners LLC 401(k) Plan
Data updated 2026-08-11
- $182M
- Total assets
- 1,736
- Participants
- 94th
- Percentile by assets
- $104,815
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $182M
- total plan assets (2024 EOY)
- 1,736
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $104,815
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Wheels Up Partners LLC Retirement Savings Plan reports 1,736 participants - 2.2x that state average ($182M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $6M |
| Employer EIN | 454068474 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheels Up Partners LLC)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wheels Up Partners LLC Retirement Savings Plan by total assets, not by location.
- Teck American Incorporated Retirement Savings Plan (WA) $182M · 812
- Willamette Dental Group, P.C. 401(k) Savings Plan (OR) $182M · 1,239
- Vessco Inc Retirement Plan (MN) $182M · 952
- Provider Care Group Mirror 401(k) Plan (TN) $182M · 1,274
Frequently Asked Questions
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Next read for Wheels Up Partners LLC Retirement Saving…
Filing takeaways
Ways to act on Wheels Up Partners LLC Retirement Savings Plan's numbers.
- By total assets, Wheels Up Partners LLC Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Wheels Up Partners LLC's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans