Current Snapshot
Latest Year
2025
2025 Participants
30
2025 Assets
$1,032,493
2025 Contributions
$432,791
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 30 | $1,032,493 | $432,791 | $14,426iApproximate average salary by contribution assumption: employee only about $360,659 at 4% or $240,439 at 6%; with 50% employer match about $240,439 at 4% or $160,293 at 6%; with 100% employer match about $180,330 at 4% or $120,220 at 6%. |
| UPCHIEVE 401(K) PLAN | - | 30 | $1,032,493 | $432,791 | $14,426iApproximate average salary by contribution assumption: employee only about $360,659 at 4% or $240,439 at 6%; with 50% employer match about $240,439 at 4% or $160,293 at 6%; with 100% employer match about $180,330 at 4% or $120,220 at 6%. |
| 2024 | 1 | 25 | $467,741 | $295,441 | $11,818iApproximate average salary by contribution assumption: employee only about $295,441 at 4% or $196,961 at 6%; with 50% employer match about $196,961 at 4% or $131,307 at 6%; with 100% employer match about $147,721 at 4% or $98,480 at 6%. |
| UPCHIEVE 401(K) PLAN | - | 25 | $467,741 | $295,441 | $11,818iApproximate average salary by contribution assumption: employee only about $295,441 at 4% or $196,961 at 6%; with 50% employer match about $196,961 at 4% or $131,307 at 6%; with 100% employer match about $147,721 at 4% or $98,480 at 6%. |
| 2023 | 1 | 22 | $137,404 | $84,586 | $3,845iApproximate average salary by contribution assumption: employee only about $96,120 at 4% or $64,080 at 6%; with 50% employer match about $64,080 at 4% or $42,720 at 6%; with 100% employer match about $48,060 at 4% or $32,040 at 6%. |
| UPCHIEVE 401(K) PLAN | - | 22 | $137,404 | $84,586 | $3,845iApproximate average salary by contribution assumption: employee only about $96,120 at 4% or $64,080 at 6%; with 50% employer match about $64,080 at 4% or $42,720 at 6%; with 100% employer match about $48,060 at 4% or $32,040 at 6%. |
| 2022 | 1 | 20 | $88,910 | $72,658 | $3,633iApproximate average salary by contribution assumption: employee only about $90,823 at 4% or $60,548 at 6%; with 50% employer match about $60,548 at 4% or $40,366 at 6%; with 100% employer match about $45,411 at 4% or $30,274 at 6%. |
| UPCHIEVE 401(K) PLAN | - | 20 | $88,910 | $72,658 | $3,633iApproximate average salary by contribution assumption: employee only about $90,823 at 4% or $60,548 at 6%; with 50% employer match about $60,548 at 4% or $40,366 at 6%; with 100% employer match about $45,411 at 4% or $30,274 at 6%. |
| 2021 | 1 | 10 | $24,274 | $23,474 | $2,347iApproximate average salary by contribution assumption: employee only about $58,685 at 4% or $39,123 at 6%; with 50% employer match about $39,123 at 4% or $26,082 at 6%; with 100% employer match about $29,343 at 4% or $19,562 at 6%. |
| UPCHIEVE 401(K) PLAN | - | 10 | $24,274 | $23,474 | $2,347iApproximate average salary by contribution assumption: employee only about $58,685 at 4% or $39,123 at 6%; with 50% employer match about $39,123 at 4% or $26,082 at 6%; with 100% employer match about $29,343 at 4% or $19,562 at 6%. |