Other · DOL Form 5500 · 2024
Uaspire, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $91,674
- Avg per participant Below avg balance/head
Official DOL plan name: Uaspire, Inc. 403(b) Retirement Plan · Sponsored by Uaspire, Inc. · Massachusetts · Educational Services
$7M in assets, 71 participants
Uaspire, Inc.'s Uaspire, Inc. 403(b) Retirement Plan reported $7M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #1,121 in Educational Services (3,638 peers)
Uaspire, Inc. multi-year trail
Uaspire, Inc.'s plans moved +192.4% in assets from 2022 to 2024; this filing shows Uaspire, Inc. 403(b) Retirement Plan at $7M / 71 participants.
- #1,121
- in Educational Services (3,638 peers)
- +25.0%
- assets growth YoY
Uaspire, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Uaspire, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,508,826 47th percentile higher than 47% 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
Uaspire, Inc. 403(b) 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. Uaspire, Inc. 403(b) Retirement Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uaspire, Inc. 403(b) Retirement Plan reported net income rose from $431K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Uaspire, Inc. 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Uaspire, Inc. 403(b) Retirement Plan reported participants rose from 68 in the plan year 2023 filing to 71 in the plan year 2024 filing.
DOL schedule card
Filing strip 461314848 · Uaspire, Inc. PY 2024 · Other
Uaspire, Inc. 403(b) Retirement Plan · $7M · 71 · 47th
- BOY $7M
- BOY 71
- BOY 47th
- BOY Other
- BOY near Section 403(b) Retirement Plan for Big Brothers Big Sisters of New York City
- BOY ind #1121
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 Educational Services retirement plans → · Plans in Massachusetts →
Uaspire, Inc. 403(b) Retirement Plan in the asset neighbourhood
Uaspire, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Uaspire, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 192.4388452198292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $2M |
| 2023 | 1 | 68 | $5M |
| 2024 | 1 | 71 | $7M |
Uaspire, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 461314848 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Uaspire, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Section 403(b) Retirement Plan for Big Brothers Big Sisters of New York City in NY ($7M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.