Plan5500

Upstart Network, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Upstart Network, Inc. (EIN 45-4660612) is a plan sponsor located in San Mateo, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-4660612
Location
San Mateo, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Upstart Network, Inc.

  • 2 loaded plans hold $68M in reported assets.
  • The largest, Upstart Network, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,078 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$68MSummed across loaded plans$67,976,498
Total reported assets$68M$67,976,498
Total reported participants4.1K4,078
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$68M total assets
Net assets$68MLiabilities—
Contributions & income
Employer contributions$5.3M
Participant contributions$15.9M
Total income / additions$33.7M
Expenses & distributions
Benefits paid / distributions$5.5M
Total expenses$5.6M
Net increase / (decrease)$28.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Upstart Network, Inc. 401(K) Plan
Participants per plan2,039Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Upstart Network, Inc. 401(K) Plan$68M
    Plan #001 · 2,060 participants · 2023
  2. 2
    Upstart Network Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 2,018 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Upstart Network, Inc.. Open one for its full reported snapshot.

  1. 2023
    Upstart Network Health And Welfare Benefits Plan2,018 participants · 2No schedules
    View filing →
  2. 2023
    Upstart Network, Inc. 401(K) Plan2,060 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Upstart Network, Inc. report on Form 5500?
Upstart Network, Inc. (EIN 45-4660612) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Upstart Network, Inc.?
The Employer Identification Number (EIN) reported for Upstart Network, Inc. is 45-4660612.
What is the latest Form 5500 filing year for Upstart Network, Inc.?
The latest loaded Form 5500 filing year for Upstart Network, Inc. is 2023.

Related Form 5500 pages