401(k) · DOL Form 5500 · 2024

Upward Projects 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,025
Participants Near avg headcount
41st
Percentile by assets National rank
$4,589
Avg per participant Low balance/head
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Official DOL plan name: Upward Projects 401(k) Plan · Sponsored by Upward Projects · Arizona · Food Services & Accommodation

$5M in assets, 1,025 participants

Upward Projects's Upward Projects 401(k) Plan reported $5M in total assets and 1,025 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,772 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Upward Projects 401(k) Plan ranks #2,772 of 3,672 2024 filers by assets (416% of the sector average)-$5M for 1,025 participants.

#2,772
in Food Services & Accommodation (3,672 peers)
+98.0%
assets growth YoY

Upward Projects 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Upward Projects 401(k) Plan vs every filed plan by assets

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

$4,704,110 41st percentile higher than 41% 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

Upward Projects 401(k) 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. Upward Projects 401(k) Plan lands in the large band (1,025 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upward Projects 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Upward Projects 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Upward Projects 401(k) Plan reported participants rose from 816 in the plan year 2023 filing to 1,025 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823127811 · Upward Projects PY 2024 · 401(k)

Upward Projects 401(k) Plan · $5M · 1,025 · 41st

  • ASSETS $5M
  • PCT 1,025
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Montachusett Regional Transit Authority 401(k) Plan
  • IND ind #2772

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

Upward Projects 401(k) Plan in the asset neighbourhood

Upward Projects 401(k) Plan$5MMontachusett Regional Transit Authority 401(k) PlanMontachusett Regional Transi…$5MTorchy's Tacos 401(k) Plan$5MHome and Body Company 401(k) Profit Sharing PlanHome and Body Company 401(k)…$5MBaucom's Nursery Company Retirement Savings PlanBaucom's Nursery Company Ret…$5M
End-of-year total assets ($M) among Upward Projects 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN823127811
Plan Effective Date2022-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upward Projects)

Sponsor-wide plan assets over time

All Upward Projects plans reported in each filing year

Latest sponsor-wide plan assets
$5M 530.5414031094722% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.75M $4.7M ▲ +526.7%
Year Plans Participants Total Assets
2022 1 699 $746K
2023 1 816 $2M
2024 1 1,025 $5M

Nearby 401(k) Plans in Arizona

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

Upward Projects 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Upward Projects 401(k) Plan, Total assets ($B): 0.00470411 · Participants: 1025Upward Projects 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Upward Projects 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Upward Projects 401(k) Plan side-by-side with 3 peers →

Upward Projects 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Montachusett Regional Transit Authority 401(k) Plan in MA ($5M); by covered participants it is Republic Bancorp, Inc. 401(k) Retirement Plan in KY (1,025 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,025 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 Upward Projects 401(k) Plan assets move in 2024? ▼
Upward Projects 401(k) Plan surged - up 98.0% during 2024, from $2M to $5M. Reported net income was $2M.
How have Upward Projects plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upward Projects's sponsor-wide assets grew 530.5%, from $746K to $5M.
Which 401(k) plans are similar in size to Upward Projects 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montachusett Regional Transit Authority 401(k) Plan in MA ($5M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Upward Projects 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Bancorp, Inc. 401(k) Retirement Plan in KY (1,025 participants, $154M 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 823127811.

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.