401(k) · DOL Form 5500 · 2024

Upper Left Capital Corp. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
N/A
Participants Small participant base
44th
Percentile by assets National rank
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Official DOL plan name: Upper Left Capital Corp. 401(k) Plan · Sponsored by Upper Left Capital Corp. · Oregon · Construction

$6M in assets, N/A participants

Upper Left Capital Corp.'s Upper Left Capital Corp. 401(k) Plan reported $6M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,874 in Construction (9,039 peers)

What the 2024 filing shows

Upper Left Capital Corp. 401(k) Plan holds $6M for N/A participants, in the lower half of filed plans by assets.

#3,874
in Construction (9,039 peers)
$6M
reported net income

Upper Left Capital Corp. 401(k) Plan's mid-pack asset rank among Construction and all filers

Upper Left Capital Corp. 401(k) Plan vs every filed plan by assets

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

$5,676,319 44th percentile higher than 44% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 332019325 · Upper Left Capital Corp. PY 2024 · 401(k)

Upper Left Capital Corp. 401(k) Plan · $6M · N/A · 44th

  • TYPE $6M
  • NET N/A
  • BOOK 44th
  • VS-ST 401(k)
  • BOY near Kelly Financial Group, LLC 401(k) P/S Plan
  • SCH ind #3874

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 Oregon →

Upper Left Capital Corp. 401(k) Plan in the asset neighbourhood

Upper Left Capital Corp. 401(k) PlanUpper Left Capital Corp. 401…$6MKelly Financial Group, LLC 401(k) P/S PlanKelly Financial Group, LLC 4…$6MHess Services Retirement Plan$6MBaringa Partners 401(k) Plan$6MMaui Land & Pineapple Company, Inc. Retirement Savings PlanMaui Land & Pineapple Compan…$6M
End-of-year total assets ($M) among Upper Left Capital Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$6M
Net Income$6M
Employer EIN332019325
Plan Effective Date2024-11-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Upper Left Capital Corp. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Upper Left Capital Corp. 401(k) Plan, Total assets ($B): 0.005676319 · Participants: 0Upper Left Capital Corp. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Upper Left Capital Corp. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Upper Left Capital Corp. 401(k) Plan side-by-side with 3 peers →

Upper Left Capital Corp. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Oregon, the nearest 401(k) by end-of-year assets is Kelly Financial Group, LLC 401(k) P/S Plan in MD at $6M (this filing: $6M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans are similar in size to Upper Left Capital Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly Financial Group, LLC 401(k) P/S Plan in MD ($6M, 21 participants).

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 332019325.

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.