How big is Upfro Associates' plan?

Upfro Associates' plan reported $3.3M in assets and 5 participants for 2023.

Original filing (PDF)20250714150008NAL0000774115001

Upfro Associates

Name: Upfro Associates — Upfro Associates Pension Plan, Form 5500 (2023)
Creator: Upfro Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upfro Associates Pension Plan

Defined-benefit pension plan · Upfro Associates' Upfro Associates Pension Plan held $3.3M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Pete Haupt signed Upfro Associates' 2023 Form 5500 as plan administrator.

Pete Haupt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Upfro Associates' EIN is 22-2335229.

EIN 22-2335229

Plan number 001

Plan year 2023

ACK ID 20250714150008NAL0000774115001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Upfro Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Upfro Associates' plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPFRO ASSOCIATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off