401(k) · DOL Form 5500 · 2024

Upstaging, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
480
Participants Below avg headcount
80th
Percentile by assets National rank
$77,215
Avg per participant Below avg balance/head
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Official DOL plan name: Upstaging, Inc. 401(k) Savings Plan · Sponsored by Upstaging, Inc. · Illinois · Transportation & Warehousing

$37M in assets, 480 participants

Upstaging, Inc.'s Upstaging, Inc. 401(k) Savings Plan reported $37M in total assets and 480 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,615 in Transportation & Warehousing (3,299 peers)

Where Upstaging, Inc. 401(k) Savings Plan sits by assets

Upstaging, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $37M for 480 participants (~$77,215/participant), up 19.9% in 2024.

#2,615
in Transportation & Warehousing (3,299 peers)
+19.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Upstaging, Inc. 401(k) Savings Plan's outsized position by total assets

Upstaging, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$37,063,317 Top 20% higher than 80% 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

Upstaging, Inc. 401(k) Savings 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. Upstaging, Inc. 401(k) Savings Plan sits mid-pack in the medium band (480 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upstaging, Inc. 401(k) Savings Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Upstaging, Inc. 401(k) Savings Plan reported participants rose from 415 in the plan year 2023 filing to 480 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362790019 · Upstaging, Inc. PY 2024 · 401(k)

Upstaging, Inc. 401(k) Savings Plan · $37M · 480 · 80th

  • ASSETS $37M
  • PCT 480
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Green Circle Growers, Inc 401(k) Retirement Plan
  • IND ind #2615

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 Illinois →

Upstaging, Inc. 401(k) Savings Plan in the asset neighbourhood

Upstaging, Inc. 401(k) Savings PlanUpstaging, Inc. 401(k) Savin…$37MGreen Circle Growers, Inc 401(k) Retirement PlanGreen Circle Growers, Inc 40…$37MCollective Health 401(k) Plan$37MClari Retirement Savings Plan$37MBlue Ridge Capital, LLC, 401(k) Profit Sharing PlanBlue Ridge Capital, LLC, 401…$37M
End-of-year total assets ($M) among Upstaging, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN362790019
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstaging, Inc.)

Sponsor-wide plan assets over time

All Upstaging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 49.576734916681595% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $37.1M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 373 $25M
2023 1 415 $31M
2024 1 480 $37M

Nearby 401(k) Plans in Illinois

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

Upstaging, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Upstaging, Inc. 401(k) Savings Plan, Total assets ($B): 0.037063317 · Participants: 480Upstaging, Inc. 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Upstaging, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Upstaging, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Upstaging, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Green Circle Growers, Inc 401(k) Retirement Plan in OH ($37M); by covered participants it is Hudson Community Enterprises, Inc. 401(k) Plan in NJ (480 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Upstaging, Inc. 401(k) Savings Plan assets move in 2024? ▼
Upstaging, Inc. 401(k) Savings Plan grew sharply - up 19.9% during 2024, from $31M to $37M. Reported net income was $6M.
How have Upstaging, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstaging, Inc.'s sponsor-wide assets grew 49.6%, from $25M to $37M.
Where does Upstaging, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Upstaging, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upstaging, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Circle Growers, Inc 401(k) Retirement Plan in OH ($37M, 773 participants).
Which 401(k) plans cover a similar participant headcount to Upstaging, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hudson Community Enterprises, Inc. 401(k) Plan in NJ (480 participants, $4M 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 362790019.

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.