401(k) · DOL Form 5500 · 2024
Upcap Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $154,558
- Avg per participant Above avg balance/head
Official DOL plan name: Upcap Services, Inc 403b Retirement Plan · Sponsored by Upcap Services, Inc. · Michigan · Other Services
$12M in assets, 79 participants
Upcap Services, Inc.'s Upcap Services, Inc 403b Retirement Plan reported $12M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #5,972 in Other Services (7,719 peers)
Upcap Services, Inc. multi-year trail
Upcap Services, Inc.'s plans moved +49.0% in assets from 2022 to 2024; this filing shows Upcap Services, Inc 403b Retirement Plan at $12M / 79 participants.
- #5,972
- in Other Services (7,719 peers)
- +23.4%
- assets growth YoY
Upcap Services, Inc 403b Retirement Plan's mid-pack asset rank among Other Services and all filers
Upcap Services, Inc 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,210,082 Top 40% higher than 60% 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
Upcap Services, Inc 403b Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upcap Services, Inc 403b Retirement Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upcap Services, Inc 403b Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Upcap Services, Inc 403b Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Upcap Services, Inc 403b Retirement Plan reported participants fell from 94 in the plan year 2023 filing to 79 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381957176 · Upcap Services, Inc. PY 2024 · 401(k)
Upcap Services, Inc 403b Retirement Plan · $12M · 79 · 60th
- ASSETS $12M
- ASSETS 79
- ASSETS 60th
- ASSETS 401(k)
- ASSETS near Southland Insulators-Group 2 401(k) Plan
- ASSETS ind #5972
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 Other Services retirement plans → · Plans in Michigan →
Upcap Services, Inc 403b Retirement Plan in the asset neighbourhood
Upcap Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Upcap Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 49.00098015383729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $8M |
| 2023 | 1 | 94 | $10M |
| 2024 | 1 | 79 | $12M |
Upcap Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 381957176 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Upcap Services, Inc 403b Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Southland Insulators-Group 2 401(k) Plan in MD ($12M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.