Civic Intelligence

Upstart Bay Area

Plan context: Upstart Bay Area 401(K) Plan

EIN 26-3094076 • Oakland, CA • 9 filings • 1 plans

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1111 Broadway FL 3Oakland, CA 94607
Current Snapshot

Latest Year

2025

2025 Participants

33

2025 Assets

$2,551,598

2025 Contributions

$296,393

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,551,598$1,275,799$0201720212025YearValue
$2,551,598Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

36180201720212025YearValue
33Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025133$2,551,598$296,393$8,982iApproximate average salary by contribution assumption: employee only about $224,540 at 4% or $149,693 at 6%; with 50% employer match about $149,693 at 4% or $99,796 at 6%; with 100% employer match about $112,270 at 4% or $74,847 at 6%.
Upstart Bay Area 401(K) Plan-33$2,551,598$296,393$8,982iApproximate average salary by contribution assumption: employee only about $224,540 at 4% or $149,693 at 6%; with 50% employer match about $149,693 at 4% or $99,796 at 6%; with 100% employer match about $112,270 at 4% or $74,847 at 6%.
2024131$1,950,135$308,098$9,939iApproximate average salary by contribution assumption: employee only about $248,466 at 4% or $165,644 at 6%; with 50% employer match about $165,644 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%.
Upstart Bay Area 401(K) Plan-31$1,950,135$308,098$9,939iApproximate average salary by contribution assumption: employee only about $248,466 at 4% or $165,644 at 6%; with 50% employer match about $165,644 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%.
2023133$1,862,894$317,578$9,624iApproximate average salary by contribution assumption: employee only about $240,589 at 4% or $160,393 at 6%; with 50% employer match about $160,393 at 4% or $106,929 at 6%; with 100% employer match about $120,295 at 4% or $80,196 at 6%.
Upstart Bay Area 401(K) Plan-33$1,862,894$317,578$9,624iApproximate average salary by contribution assumption: employee only about $240,589 at 4% or $160,393 at 6%; with 50% employer match about $160,393 at 4% or $106,929 at 6%; with 100% employer match about $120,295 at 4% or $80,196 at 6%.
2022133$1,404,400$330,071$10,002iApproximate average salary by contribution assumption: employee only about $250,054 at 4% or $166,703 at 6%; with 50% employer match about $166,703 at 4% or $111,135 at 6%; with 100% employer match about $125,027 at 4% or $83,351 at 6%.
Upstart Bay Area 401(K) Plan-33$1,404,400$330,071$10,002iApproximate average salary by contribution assumption: employee only about $250,054 at 4% or $166,703 at 6%; with 50% employer match about $166,703 at 4% or $111,135 at 6%; with 100% employer match about $125,027 at 4% or $83,351 at 6%.
2021136$1,697,850$309,011$8,584iApproximate average salary by contribution assumption: employee only about $214,591 at 4% or $143,061 at 6%; with 50% employer match about $143,061 at 4% or $95,374 at 6%; with 100% employer match about $107,295 at 4% or $71,530 at 6%.
Upstart Bay Area 401(K) Plan-36$1,697,850$309,011$8,584iApproximate average salary by contribution assumption: employee only about $214,591 at 4% or $143,061 at 6%; with 50% employer match about $143,061 at 4% or $95,374 at 6%; with 100% employer match about $107,295 at 4% or $71,530 at 6%.
2020128$1,211,745$293,816$10,493iApproximate average salary by contribution assumption: employee only about $262,336 at 4% or $174,890 at 6%; with 50% employer match about $174,890 at 4% or $116,594 at 6%; with 100% employer match about $131,168 at 4% or $87,445 at 6%.
Upstart Bay Area 401(K) Plan-28$1,211,745$293,816$10,493iApproximate average salary by contribution assumption: employee only about $262,336 at 4% or $174,890 at 6%; with 50% employer match about $174,890 at 4% or $116,594 at 6%; with 100% employer match about $131,168 at 4% or $87,445 at 6%.
2019132$907,273$304,708$9,522iApproximate average salary by contribution assumption: employee only about $238,053 at 4% or $158,702 at 6%; with 50% employer match about $158,702 at 4% or $105,801 at 6%; with 100% employer match about $119,027 at 4% or $79,351 at 6%.
Upstart Bay Area 401(K) Plan-32$907,273$304,708$9,522iApproximate average salary by contribution assumption: employee only about $238,053 at 4% or $158,702 at 6%; with 50% employer match about $158,702 at 4% or $105,801 at 6%; with 100% employer match about $119,027 at 4% or $79,351 at 6%.
2018129$481,446$464,559$16,019iApproximate average salary by contribution assumption: employee only about $400,482 at 4% or $266,988 at 6%; with 50% employer match about $266,988 at 4% or $177,992 at 6%; with 100% employer match about $200,241 at 4% or $133,494 at 6%.
Upstart Bay Area 401(K) Plan-29$481,446$464,559$16,019iApproximate average salary by contribution assumption: employee only about $400,482 at 4% or $266,988 at 6%; with 50% employer match about $266,988 at 4% or $177,992 at 6%; with 100% employer match about $200,241 at 4% or $133,494 at 6%.
2017118$61,969$60,155$3,342iApproximate average salary by contribution assumption: employee only about $83,549 at 4% or $55,699 at 6%; with 50% employer match about $55,699 at 4% or $37,133 at 6%; with 100% employer match about $41,774 at 4% or $27,850 at 6%.
Upstart Bay Area 401(K) Plan-18$61,969$60,155$3,342iApproximate average salary by contribution assumption: employee only about $83,549 at 4% or $55,699 at 6%; with 50% employer match about $55,699 at 4% or $37,133 at 6%; with 100% employer match about $41,774 at 4% or $27,850 at 6%.