Profit Sharing · DOL Form 5500 · 2024

L&a Upwards Profit Sharing Plan

Data updated 2026-08-25

$204K
Total assets Small plan by assets: 1
Participants Small participant base: 11th
Percentile by assets National rank: $204,386
Avg per participant Above avg balance/head

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Official DOL plan name: L&a Upwards Retirement Plan · Sponsored by L&a Upwards · California · Retail Trade

$204K in assets, 1 participants

L&a Upwards's L&a Upwards Retirement Plan reported $204K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

#1,407 in Retail Trade (8,048 peers)

L&a Upwards multi-year trail

L&a Upwards's plans moved -16.8% in assets from 2023 to 2024; this filing shows L&a Upwards Retirement Plan at $204K / 1 participant.

#1,407
in Retail Trade (8,048 peers): -16.8%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

L&a Upwards Retirement Plan among the smaller filed plans by assets

L&a Upwards Retirement Plan vs every filed plan by assets

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

$204,386 11th percentile higher than 11% 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

L&a Upwards Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L&a Upwards Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

L&a Upwards Retirement Plan reported net income fell from $246K in the plan year 2023 filing to -$41K in the plan year 2024 filing.
L&a Upwards Retirement Plan end-of-year assets fell from $246K in the plan year 2023 filing to $204K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 932018293 · L&a Upwards PY 2024 · Profit Sharing

L&a Upwards Retirement Plan · $204K · 1 · 11th

EOY $204K
5500 1
ASSETS 11th
PCT Profit Sharing
EIN near Sc Innov8 Inc. Retirement Plan
RANK ind #1407

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among L&a Upwards Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

L&a Upwards multi-year asset trail

Latest sponsor-wide plan assets: $204K 16.7660330026552% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1	$246K
2024	1	1	$204K

L&a Upwards filing trail (2024)

Total Assets (Beginning of Year)	$246K
Net Assets (End of Year)	$204K
Net Income	-$41K
Employer EIN	932018293
Plan Effective Date	2023-06-29
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

L&a Upwards Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare L&a Upwards Retirement Plan side-by-side with 3 peers →

L&a Upwards Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sc Innov8 Inc. Retirement Plan in SC ($204K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204K here).

Sc Innov8 Inc. Retirement Plan (SC) $204K · 1
Inversiones Triple R S.E. Retirement Plan (PR) $204K · 1
Patton Garage & Floors Inc. Retirement Plan (TX) $204K · 1
Alliance Healthcare Solutions, Inc. Profit Sharing Plan (IL) $205K · 16

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

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 L&a Upwards Retirement Plan assets move in 2024? ▼

L&a Upwards Retirement Plan declined sharply - down 16.8% during 2024, from $246K to $204K. Reported net income was -$41K.

How have L&a Upwards plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), L&a Upwards's sponsor-wide assets declined 16.8%, from $246K to $204K.

Where does L&a Upwards Retirement Plan rank by assets among Form 5500 filers? ▼

L&a Upwards Retirement Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to L&a Upwards Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Sc Innov8 Inc. Retirement Plan in SC ($204K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to L&a Upwards Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 932018293.