Civic Intelligence

Upland Software Inc.

Plan context: Upland Software Inc. 401K

EIN 27-2992077 • 24 filings • 4 plans

Current Snapshot

Latest Year

2025

2025 Participants

285

2025 Assets

$65,187,233

2025 Contributions

$5,172,009

Historical Graphs

Total Assets Over Time

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

$65,187,233$32,593,617$0201320192024YearValue
$65,187,233Latest year 2024

Participants Over Time

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

4882440201320192025YearValue
285Latest 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
20251285$0$0-
Upland Software Inc. Health and Welfare Plan-285---
20242431$65,187,233$5,172,009$12,000iApproximate average salary by contribution assumption: employee only about $300,001 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,334 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Upland Software Inc. 401K-431$65,187,233$5,172,009$12,000iApproximate average salary by contribution assumption: employee only about $300,001 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,334 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Upland Software Inc. Health and Welfare Plan-414---
20232488$60,676,696$4,810,109$9,857iApproximate average salary by contribution assumption: employee only about $246,420 at 4% or $164,280 at 6%; with 50% employer match about $164,280 at 4% or $109,520 at 6%; with 100% employer match about $123,210 at 4% or $82,140 at 6%.
Upland Software Inc. 401K-474$60,676,696$4,810,109$10,148iApproximate average salary by contribution assumption: employee only about $253,698 at 4% or $169,132 at 6%; with 50% employer match about $169,132 at 4% or $112,755 at 6%; with 100% employer match about $126,849 at 4% or $84,566 at 6%.
Upland Software Inc. Health and Welfare Plan-488---
20222445$55,906,752$4,927,690$11,073iApproximate average salary by contribution assumption: employee only about $276,837 at 4% or $184,558 at 6%; with 50% employer match about $184,558 at 4% or $123,038 at 6%; with 100% employer match about $138,418 at 4% or $92,279 at 6%.
Upland Software Inc. 401K-445$55,906,752$4,927,690$11,073iApproximate average salary by contribution assumption: employee only about $276,837 at 4% or $184,558 at 6%; with 50% employer match about $184,558 at 4% or $123,038 at 6%; with 100% employer match about $138,418 at 4% or $92,279 at 6%.
Upland Software Inc. Health and Welfare Plan-425---
20212478$61,810,548$5,217,882$10,916iApproximate average salary by contribution assumption: employee only about $272,902 at 4% or $181,935 at 6%; with 50% employer match about $181,935 at 4% or $121,290 at 6%; with 100% employer match about $136,451 at 4% or $90,967 at 6%.
Upland Software Inc. 401K-478$61,810,548$5,217,882$10,916iApproximate average salary by contribution assumption: employee only about $272,902 at 4% or $181,935 at 6%; with 50% employer match about $181,935 at 4% or $121,290 at 6%; with 100% employer match about $136,451 at 4% or $90,967 at 6%.
Upland Software Inc. Health and Welfare Plan-471---
20202463$48,626,299$4,849,502$10,474iApproximate average salary by contribution assumption: employee only about $261,852 at 4% or $174,568 at 6%; with 50% employer match about $174,568 at 4% or $116,379 at 6%; with 100% employer match about $130,926 at 4% or $87,284 at 6%.
Upland Software Inc. 401K-463$48,626,299$4,849,502$10,474iApproximate average salary by contribution assumption: employee only about $261,852 at 4% or $174,568 at 6%; with 50% employer match about $174,568 at 4% or $116,379 at 6%; with 100% employer match about $130,926 at 4% or $87,284 at 6%.
Upland Software Inc. Health and Welfare Plan-388---
20192448$35,105,415$3,235,484$7,222iApproximate average salary by contribution assumption: employee only about $180,552 at 4% or $120,368 at 6%; with 50% employer match about $120,368 at 4% or $80,245 at 6%; with 100% employer match about $90,276 at 4% or $60,184 at 6%.
Upland Software Inc. 401K-448$35,105,415$3,235,484$7,222iApproximate average salary by contribution assumption: employee only about $180,552 at 4% or $120,368 at 6%; with 50% employer match about $120,368 at 4% or $80,245 at 6%; with 100% employer match about $90,276 at 4% or $60,184 at 6%.
Upland Software Inc. Health and Welfare Plan-311---
20182297$27,017,097$2,560,368$8,621iApproximate average salary by contribution assumption: employee only about $215,519 at 4% or $143,679 at 6%; with 50% employer match about $143,679 at 4% or $95,786 at 6%; with 100% employer match about $107,760 at 4% or $71,840 at 6%.
Upland Software Inc. 401K-297$27,017,097$2,560,368$8,621iApproximate average salary by contribution assumption: employee only about $215,519 at 4% or $143,679 at 6%; with 50% employer match about $143,679 at 4% or $95,786 at 6%; with 100% employer match about $107,760 at 4% or $71,840 at 6%.
Upland Software Inc. Health and Welfare Plan-236---
20172257$19,254,086$1,462,406$5,690iApproximate average salary by contribution assumption: employee only about $142,257 at 4% or $94,838 at 6%; with 50% employer match about $94,838 at 4% or $63,226 at 6%; with 100% employer match about $71,129 at 4% or $47,419 at 6%.
Upland Software Inc. 401K-214$19,254,086$1,462,406$6,834iApproximate average salary by contribution assumption: employee only about $170,842 at 4% or $113,895 at 6%; with 50% employer match about $113,895 at 4% or $75,930 at 6%; with 100% employer match about $85,421 at 4% or $56,947 at 6%.
Upland Software Inc. Health and Welfare Plan-257---
20162218$8,305,158$1,610,982$7,390iApproximate average salary by contribution assumption: employee only about $184,746 at 4% or $123,164 at 6%; with 50% employer match about $123,164 at 4% or $82,109 at 6%; with 100% employer match about $92,373 at 4% or $61,582 at 6%.
Upland Software Inc. 401K-167$8,305,158$1,610,982$9,647iApproximate average salary by contribution assumption: employee only about $241,165 at 4% or $160,777 at 6%; with 50% employer match about $160,777 at 4% or $107,184 at 6%; with 100% employer match about $120,582 at 4% or $80,388 at 6%.
Upland Software Inc. Health and Welfare Plan-218---
20152218$7,485,337$1,486,211$6,817iApproximate average salary by contribution assumption: employee only about $170,437 at 4% or $113,625 at 6%; with 50% employer match about $113,625 at 4% or $75,750 at 6%; with 100% employer match about $85,219 at 4% or $56,812 at 6%.
Upland Software Inc. 401K-211$7,485,337$1,486,211$7,044iApproximate average salary by contribution assumption: employee only about $176,091 at 4% or $117,394 at 6%; with 50% employer match about $117,394 at 4% or $78,263 at 6%; with 100% employer match about $88,046 at 4% or $58,697 at 6%.
Upland Software Inc. Health and Welfare Plan-218---
20142218$7,345,678$1,531,540$7,025iApproximate average salary by contribution assumption: employee only about $175,635 at 4% or $117,090 at 6%; with 50% employer match about $117,090 at 4% or $78,060 at 6%; with 100% employer match about $87,818 at 4% or $58,545 at 6%.
Upland Software Inc. 401K-218$7,345,678$1,531,540$7,025iApproximate average salary by contribution assumption: employee only about $175,635 at 4% or $117,090 at 6%; with 50% employer match about $117,090 at 4% or $78,060 at 6%; with 100% employer match about $87,818 at 4% or $58,545 at 6%.
Upland Software Inc. Health and Welfare Plan-211---
20131136$3,983,786$437,193$3,215iApproximate average salary by contribution assumption: employee only about $80,366 at 4% or $53,578 at 6%; with 50% employer match about $53,578 at 4% or $35,718 at 6%; with 100% employer match about $40,183 at 4% or $26,789 at 6%.
Upland Software Inc. 401K-136$3,983,786$437,193$3,215iApproximate average salary by contribution assumption: employee only about $80,366 at 4% or $53,578 at 6%; with 50% employer match about $53,578 at 4% or $35,718 at 6%; with 100% employer match about $40,183 at 4% or $26,789 at 6%.