2023 Form 5500 filing — Upwork Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909184622NAL0005875217001) for Upwork Retirement Savings Plan, reported by Upwork Inc. under EIN 46-4337682 and plan number 001. It reports 1,262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$93.1MReported net assets$93,116,872
Participants1.3K1,262
Provider compensation$67.3K2 Schedule C row(s)$67,315
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909184622NAL0005875217001
Plan sponsor
Upwork Inc.
EIN
46-4337682
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$93.1M total assets
Net assets$93.1MLiabilities$0
Money in vs. money out
Total income / additions$33.7M
Total expenses$7.4M
Benefits paid / distributions$7.3M
Contributions
Employer$3.7M
Participant$12.6M
Full reported line items
Total assets (EOY)
$93,116,872
Total liabilities (EOY)
$0
Net assets (EOY)
$93,116,872
Employer contributions
$3,685,734
Participant contributions
$12,557,106
Total income / additions
$33,723,320
Benefits paid
$7,285,602
Administrative expenses
$64,964
Total expenses
$7,389,980
Net increase / (decrease)
$26,333,340
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $51.7K · Indirect $0
  2. 2
    Newfront$15.6K
    INVESTMENT ADVISOR · Direct $15.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909184622NAL0005875217001 cover?
It is the 2023 Form 5500 filing for Upwork Retirement Savings Plan, reported by Upwork Inc. (EIN 46-4337682).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages