How big is UP Education Network's plan?

UP Education Network's plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20251210101322NAL0004880161001

UP Education Network

Name: UP Education Network — UP Education Network, Form 5500 (2024)
Creator: UP Education Network
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UP Education Network Retirement Plan

403(b) retirement plan · UP Education Network's UP Education Network Retirement Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Ashley Hutchinson O'CONNOR signed UP Education Network's 2024 Form 5500 as plan administrator.

Ashley Hutchinson O'CONNOR — 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

UP Education Network's EIN is 27-2194956.

EIN 27-2194956

Plan number 002

Plan year 2024

ACK ID 20251210101322NAL0004880161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UP Education Network from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UP Education Network's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

UP EDUCATION NETWORK

EIN

all filings

Address

PO BOX 220818 · DORCHESTER, MA · 02122

Phone

(617) 307-5980

Industry

Educational Services

Plan administrator