401(k) · DOL Form 5500 · 2024
Upchurch Companies Retirement, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 475
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $36,374
- Avg per participant Low balance/head
Official DOL plan name: Upchurch Companies Retirement, LLC 401(k) Plan · Sponsored by Upchurch Companies Retirement, LLC · Mississippi · Construction
$17M in assets, 475 participants
Upchurch Companies Retirement, LLC's Upchurch Companies Retirement, LLC 401(k) Plan reported $17M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #5,968 in Construction (9,039 peers)
Upchurch Companies Retirement, LLC multi-year trail
Upchurch Companies Retirement, LLC's plans moved +49.3% in assets from 2022 to 2024; this filing shows Upchurch Companies Retirement, LLC 401(k) Plan at $17M / 475 participants.
- #5,968
- in Construction (9,039 peers)
- +27.6%
- assets growth YoY
Upchurch Companies Retirement, LLC 401(k) Plan's outsized position by total assets
Upchurch Companies Retirement, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,277,433 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Upchurch Companies Retirement, LLC 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. Upchurch Companies Retirement, LLC 401(k) Plan sits mid-pack in the medium band (475 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upchurch Companies Retirement, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Upchurch Companies Retirement, LLC 401(k) Plan reported participants rose from 348 in the plan year 2023 filing to 475 in the plan year 2024 filing.
- Upchurch Companies Retirement, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 850974239 · Upchurch Companies Retirement, LLC PY 2024 · 401(k)
Upchurch Companies Retirement, LLC 401(k) Plan · $17M · 475 · 67th
- PHOTO $17M
- PHOTO 475
- PHOTO 67th
- PHOTO 401(k)
- PHOTO near Stradley, Ronon, Stevens & Young LLP 401(k) Plan
- PHOTO ind #5968
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 Construction retirement plans → · Plans in Mississippi →
Upchurch Companies Retirement, LLC 401(k) Plan in the asset neighbourhood
Upchurch Companies Retirement, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Upchurch Companies Retirement, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 49.267800907645054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $12M |
| 2023 | 1 | 348 | $14M |
| 2024 | 1 | 475 | $17M |
Upchurch Companies Retirement, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 850974239 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
Upchurch Companies Retirement, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Stradley, Ronon, Stevens & Young LLP 401(k) Plan in PA ($17M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Stradley, Ronon, Stevens & Young LLP 401(k) Plan (PA) $17M · 135
- Accusoft Corporation 401(k) Plan (FL) $17M · 108
- Worksite Retirement Savings Plan (FL) $17M · 2,399
- Kl&a, Inc. 401(k) Plan and Trust (CO) $17M · 109
Similar participant headcount
Nearest other-state filings by covered participants (475 participants); asset peers above are excluded.
- Pride Star Ems. 401(k) Plan (MA) 475 · 0 off
- Communitycare 401(k) Savings Plan (OK) 475 · 0 off
- United States Tennis Association Retirement Plan (NY) 475 · 0 off
- Churchill Mortgage Corporation 401(k) Profit Sharing Plan (TN) 475 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.